401(k) · DOL Form 5500 · 2022
Morrison Insurance Service Co. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $391,260
- Avg per participant High balance/head
Official DOL plan name: Morrison Insurance Service Co. 401(k) Plan · Sponsored by Morrison Insurance Service Co. · California · Finance & Insurance
$4M in assets, 10 participants
Morrison Insurance Service Co.'s Morrison Insurance Service Co. 401(k) Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #2,896 in Finance & Insurance (9,261 peers)
2022 asset change
Morrison Insurance Service Co. 401(k) Plan pulled back noticeably 14.2% in 2022 ($5M → $4M) for 10 participants.
- #2,896
- in Finance & Insurance (9,261 peers)
- -14.2%
- assets change YoY
The plan reported a net loss of $650K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morrison Insurance Service Co. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Morrison Insurance Service Co. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,912,601 45th percentile higher than 45% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Morrison Insurance Service Co. 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrison Insurance Service Co. 401(k) Plan is a micro filing (10 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 942344473 · Morrison Insurance Service Co. PY 2022 · 401(k)
Morrison Insurance Service Co. 401(k) Plan · $4M · 10 · 45th
- 5500 $4M
- 5500 10
- 5500 45th
- 5500 401(k)
- 5500 near J.S. International, Inc. Retirement Plan
- 5500 ind #2896
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 Finance & Insurance retirement plans → · Plans in California →
Morrison Insurance Service Co. 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$650K |
| Employer EIN | 942344473 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Morrison Insurance Service Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is J.S. International, Inc. Retirement Plan in MA ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 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.