401(k) · DOL Form 5500 · 2022

Morris James LLP 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
150
Participants Small participant base
89th
Percentile by assets National rank
$359,432
Avg per participant High balance/head
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Official DOL plan name: Morris James LLP Retirement Plan · Sponsored by Morris James LLP · Delaware · Professional & Technical Services

$54M in assets, 150 participants

Morris James LLP's Morris James LLP Retirement Plan reported $54M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,340 in Professional & Technical Services (21,562 peers)

Coverage in Delaware

Morris James LLP Retirement Plan covers 150 participants in Delaware, about 28% of the average Delaware filer (state average ~536 per filing). Assets: $54M.

#19,340
in Professional & Technical Services (21,562 peers)
-13.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morris James LLP Retirement Plan's outsized position by total assets

Morris James LLP Retirement Plan vs every filed plan by assets

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

$53,914,772 Top 11% higher than 89% 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 James LLP Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morris James LLP Retirement Plan sits mid-pack in the medium band (150 participants).

Published 5500 schedule card

Filing strip 510023480 · Morris James LLP PY 2022 · 401(k)

Morris James LLP Retirement Plan · $54M · 150 · 89th

  • PART $54M
  • TYPE 150
  • NET 89th
  • BOOK 401(k)
  • VS-ST near Precision Resource 401(k) Retirement Savings Plan
  • BOY ind #19340

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 Delaware →

Morris James LLP Retirement Plan in the asset neighbourhood

Morris James LLP Retirement PlanMorris James LLP Retirement …$54MPrecision Resource 401(k) Retirement Savings PlanPrecision Resource 401(k) Re…$54MHps Investment Partners, LLC 401(k) PlanHps Investment Partners, LLC…$54MDarling Ingredients Inc. Hourly and Bargaining 401(k) Savings PlanDarling Ingredients Inc. Hou…$54MGreyhound Lines, Inc. 401(k) Ret Savings PlanGreyhound Lines, Inc. 401(k)…$54M
End-of-year total assets ($M) among Morris James LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Delaware filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$54M
Net Income-$8M
Employer EIN510023480
Plan Effective Date1969-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris James LLP)

Sponsor-wide plan assets over time

All Morris James LLP plans reported in each filing year

Latest sponsor-wide plan assets
$69M 28.050399619607035% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $53.9M $69M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 150 $54M
2023 1 153 $61M
2024 1 160 $69M

Nearby 401(k) Plans in Delaware

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

Morris James LLP Retirement Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Morris James LLP Retirement Plan, Total assets ($B): 0.053914772 · Participants: 150Morris James LLP Retirement PlanRetirement Savings Plan, Total assets ($B): 6.556844337 · Participants: 9866Retirement Savings PlanAstrazeneca Savings and Security Plan, Total assets ($B): 6.080434696 · Participants: 13301Astrazeneca Savings and Security PlanDupont Retirement Savings Plan, Total assets ($B): 2.963536374 · Participants: 11033Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.437172534 · Participants: 7952Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.201689819 · Participants: 1887Ashland Employee Savings Plan
Morris James LLP Retirement Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Morris James LLP Retirement Plan side-by-side with 3 peers →

Morris James LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Precision Resource 401(k) Retirement Savings Plan in CT ($54M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 James LLP Retirement Plan assets move in 2022? ▼
Morris James LLP Retirement Plan pulled back noticeably - down 13.0% during 2022, from $62M to $54M. Reported net income was -$8M.
How have Morris James LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris James LLP's sponsor-wide assets grew 28.1%, from $54M to $69M.
Where does Morris James LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Morris James LLP Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morris James LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Precision Resource 401(k) Retirement Savings Plan in CT ($54M, 432 participants).
Which 401(k) plans cover a similar participant headcount to Morris James LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 participants, N/A 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 510023480.

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.