Profit Sharing · DOL Form 5500 · 2022

Morris & Bressler, P.S.C. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
39th
Percentile by assets National rank
$405,960
Avg per participant High balance/head
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Official DOL plan name: Morris & Bressler, P.S.C. Profit Sharing Plan · Sponsored by Morris & Bressler, P.S.C. · Kentucky · Professional & Technical Services

$3M in assets, 7 participants

Morris & Bressler, P.S.C.'s Morris & Bressler, P.S.C. Profit Sharing Plan reported $3M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,896 in Professional & Technical Services (21,562 peers)

Morris & Bressler, P.S.C. multi-year trail

Morris & Bressler, P.S.C.'s plans moved +14.9% in assets from 2022 to 2024; this filing shows Morris & Bressler, P.S.C. Profit Sharing Plan at $3M / 7 participants.

#7,896
in Professional & Technical Services (21,562 peers)
-16.0%
assets change YoY

The plan reported a net loss of $542K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morris & Bressler, P.S.C. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Morris & Bressler, P.S.C. Profit Sharing Plan vs every filed plan by assets

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

$2,841,720 39th percentile higher than 39% 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

Morris & Bressler, P.S.C. Profit Sharing 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. Morris & Bressler, P.S.C. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 610923411 · Morris & Bressler, P.S.C. PY 2022 · Profit Sharing

Morris & Bressler, P.S.C. Profit Sharing Plan · $3M · 7 · 39th

  • TYPE $3M
  • NET 7
  • BOOK 39th
  • VS-ST Profit Sharing
  • BOY near Dufry Puerto Rico Retirement Plan
  • SCH ind #7896

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Morris & Bressler, P.S.C. Profit Sharing Plan in the asset neighbourhood

Morris & Bressler, P.S.C. Profit Sharing PlanMorris & Bressler, P.S.C. Pr…$3MDufry Puerto Rico Retirement PlanDufry Puerto Rico Retirement…$3MDominic Tse, M.D., P.C. Profit Sharing PlanDominic Tse, M.D., P.C. Prof…$3MMilledgeville Ob/Gyn Associates, P.C. Profit Sharing PlanMilledgeville Ob/Gyn Associa…$3MSharon R. Weaver, M.D. S. C. Profit Sharing Pl & TrSharon R. Weaver, M.D. S. C.…$3M
End-of-year total assets ($M) among Morris & Bressler, P.S.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Morris & Bressler, P.S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Morris & Bressler, P.S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.875814647467028% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.84M $3.26M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 6 $3M
2024 1 6 $3M

Morris & Bressler, P.S.C. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$542K
Employer EIN610923411
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Morris & Bressler, P.S.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Morris & Bressler, P.S.C. Profit Sharing Plan, Total assets ($B): 0.00284172 · Participants: 7Morris & Bressler, P.S.C. Profit Sharing PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.024256798 · Participants: 31174Commonspirit Health ERISA 403(b) PlanMaterial Handling Systems, Inc. Savings and Investment Plan, Total assets ($B): 0.139762597 · Participants: 146Material Handling Systems, Inc. Savings and Investment PlanKing's Daughters' Medical Center Base Contribution Plan, Total assets ($B): 0.081517752 · Participants: 2971King's Daughters' Medical Center Base Contribution PlanCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.067192763 · Participants: 2809Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.037465388 · Participants: 478Dismas Charities, Inc. Retirement Plan
Morris & Bressler, P.S.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Morris & Bressler, P.S.C. Profit Sharing Plan side-by-side with 3 peers →

Morris & Bressler, P.S.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Dufry Puerto Rico Retirement Plan in PR ($3M); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Morris & Bressler, P.S.C. Profit Sharing Plan assets move in 2022? ▼
Morris & Bressler, P.S.C. Profit Sharing Plan declined sharply - down 16.0% during 2022, from $3M to $3M. Reported net income was -$542K.
How have Morris & Bressler, P.S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris & Bressler, P.S.C.'s sponsor-wide assets grew 14.9%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Morris & Bressler, P.S.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dufry Puerto Rico Retirement Plan in PR ($3M, 74 participants).
Which Profit Sharing plans cover a similar participant headcount to Morris & Bressler, P.S.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K 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 610923411.

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.