401(k) · DOL Form 5500 · 2022

R.L. Morrissey & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
92
Participants Small participant base
58th
Percentile by assets National rank
$77,650
Avg per participant Below avg balance/head
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Official DOL plan name: R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust · Sponsored by R.L. Morrissey & Associates, Inc. · Ohio · Wholesale Trade

$7M in assets, 92 participants

R.L. Morrissey & Associates, Inc.'s R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust reported $7M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 58th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,294 in Wholesale Trade (6,843 peers)

R.L. Morrissey & Associates, Inc. multi-year trail

R.L. Morrissey & Associates, Inc.'s plans moved +42.2% in assets from 2022 to 2024; this filing shows R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust at $7M / 92 participants.

#3,294
in Wholesale Trade (6,843 peers)
-14.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,143,818 Top 42% higher than 58% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust is a small filing (92 participants) on this national headcount ladder.

DOL schedule card

Filing strip 341370950 · R.L. Morrissey & Associates, Inc. PY 2022 · 401(k)

R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust · $7M · 92 · 58th

  • VS-ST $7M
  • VS-ST 92
  • VS-ST 58th
  • VS-ST 401(k)
  • VS-ST near Ieq Capital 401(k) Plan
  • VS-ST ind #3294

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Ohio →

R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust in the asset neighbourhood

R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and TrustR.L. Morrissey & Associates,…$7MIeq Capital 401(k) Plan$7MBill Subin, M.D., Ltd 401 (K) PlanBill Subin, M.D., Ltd 401 (K…$7MSurgical Associates of Wny PC 401(k) Profit Sharing PlanSurgical Associates of Wny P…$7MSmi 401(k) Plan$7M
End-of-year total assets ($M) among R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

R.L. Morrissey & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All R.L. Morrissey & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 42.190450540593275% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.14M $10.2M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 92 $7M
2023 1 93 $9M
2024 1 98 $10M

R.L. Morrissey & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN341370950
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust, Total assets ($B): 0.007143818 · Participants: 92R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust side-by-side with 3 peers →

R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ieq Capital 401(k) Plan in CA ($7M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust assets move in 2022? ▼
R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust pulled back noticeably - down 14.0% during 2022, from $8M to $7M. Reported net income was -$1M.
How have R.L. Morrissey & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.L. Morrissey & Associates, Inc.'s sponsor-wide assets grew 42.2%, from $7M to $10M.
Which 401(k) plans are similar in size to R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ieq Capital 401(k) Plan in CA ($7M, 87 participants).
Which 401(k) plans cover a similar participant headcount to R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (92 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341370950.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.