401(k) · DOL Form 5500 · 2022

Morris-Baker Funeral Home, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
28th
Percentile by assets National rank
$151,324
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morris-Baker Funeral Home, Inc. 401(k) Plan · Sponsored by Morris-Baker Funeral Home, Inc. · Tennessee · Other Services

$1M in assets, 9 participants

Morris-Baker Funeral Home, Inc.'s Morris-Baker Funeral Home, Inc. 401(k) Plan reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,390 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Morris-Baker Funeral Home, Inc. 401(k) Plan ranks #4,390 of 8,398 2022 filers by assets (1474% of the sector average)-$1M for 9 participants.

#4,390
in Other Services (8,398 peers)
-30.0%
assets change YoY

The plan reported a net loss of $583K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morris-Baker Funeral Home, Inc. 401(k) Plan among the smaller filed plans by assets

Morris-Baker Funeral Home, Inc. 401(k) Plan vs every filed plan by assets

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

$1,361,913 28th percentile higher than 28% 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-Baker Funeral Home, Inc. 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. Morris-Baker Funeral Home, Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 620810303 · Morris-Baker Funeral Home, Inc. PY 2022 · 401(k)

Morris-Baker Funeral Home, Inc. 401(k) Plan · $1M · 9 · 28th

  • EBSA $1M
  • EBSA 9
  • EBSA 28th
  • EBSA 401(k)
  • EBSA near Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust
  • EBSA ind #4390

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 Other Services retirement plans → · Plans in Tennessee →

Morris-Baker Funeral Home, Inc. 401(k) Plan in the asset neighbourhood

Morris-Baker Funeral Home, Inc. 401(k) PlanMorris-Baker Funeral Home, I…$1MBright Futures Management Grou 401(k) Profit Sharing Plan & TrustBright Futures Management Gr…$1MQlc 401(k) Profit Sharing Plan and TrustQlc 401(k) Profit Sharing Pl…$1MAlegion 401(k) Plan$1MFms, Inc. 401(k) Plan$1M
End-of-year total assets ($M) among Morris-Baker Funeral Home, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$583K
Employer EIN620810303
Plan Effective Date1987-12-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris-Baker Funeral Home, Inc.)

Sponsor-wide plan assets over time

All Morris-Baker Funeral Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.57528858304459% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.36M $1.9M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 9 $2M
2024 1 9 $2M

Nearby 401(k) Plans in Tennessee

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

Morris-Baker Funeral Home, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Morris-Baker Funeral Home, Inc. 401(k) Plan, Total assets ($B): 0.001361913 · Participants: 9Morris-Baker Funeral Home, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Morris-Baker Funeral Home, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Morris-Baker Funeral Home, Inc. 401(k) Plan side-by-side with 3 peers →

Morris-Baker Funeral Home, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust in NY ($1M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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-Baker Funeral Home, Inc. 401(k) Plan assets move in 2022? ▼
Morris-Baker Funeral Home, Inc. 401(k) Plan declined sharply - down 30.0% during 2022, from $2M to $1M. Reported net income was -$583K.
How have Morris-Baker Funeral Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris-Baker Funeral Home, Inc.'s sponsor-wide assets grew 39.6%, from $1M to $2M.
Which 401(k) plans are similar in size to Morris-Baker Funeral Home, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bright Futures Management Grou 401(k) Profit Sharing Plan & Trust in NY ($1M, 427 participants).
Which 401(k) plans cover a similar participant headcount to Morris-Baker Funeral Home, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 620810303.

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.