401(k) · DOL Form 5500 · 2022

Morris & Garritano Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
129
Participants Small participant base
68th
Percentile by assets National rank
$92,332
Avg per participant Below avg balance/head
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Official DOL plan name: Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Morris & Garritano Insurance Agency, Inc. · California · Finance & Insurance

$12M in assets, 129 participants

Morris & Garritano Insurance Agency, Inc.'s Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,824 in Finance & Insurance (9,261 peers)

Coverage in California

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan covers 129 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $12M.

#4,824
in Finance & Insurance (9,261 peers)
-17.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,910,784 Top 32% higher than 68% 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 & Garritano Insurance Agency, Inc. 401(k) Profit Sharing 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 & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (129 participants).

Published 5500 schedule card

Filing strip 952304670 · Morris & Garritano Insurance Agency, Inc. PY 2022 · 401(k)

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan · $12M · 129 · 68th

  • RANK $12M
  • PHOTO 129
  • IND 68th
  • EOY 401(k)
  • 5500 near Texas Trial Lawyers Association 401(k) Retirement Savings Plan
  • ASSETS ind #4824

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 →

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing PlanMorris & Garritano Insurance…$12MTexas Trial Lawyers Association 401(k) Retirement Savings PlanTexas Trial Lawyers Associat…$12MGce International, Inc. 401(k) Profit Sharing PlanGce International, Inc. 401(…$12MOncology Consultants, P.a. 401(k) PlanOncology Consultants, P.a. 4…$12MWatson Realty Corp. 401(k) PlanWatson Realty Corp. 401(k) P…$12M
End-of-year total assets ($M) among Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN952304670
Plan Effective Date1972-03-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris & Garritano Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Morris & Garritano Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.28209897853912% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.9M $17.3M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 129 $12M
2023 1 134 $15M
2024 1 144 $17M

Nearby 401(k) Plans in California

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

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011910784 · Participants: 129Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Texas Trial Lawyers Association 401(k) Retirement Savings Plan in TX ($12M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.3% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Morris & Garritano Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris & Garritano Insurance Agency, Inc.'s sponsor-wide assets grew 45.3%, from $12M to $17M.
Which 401(k) plans are similar in size to Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Texas Trial Lawyers Association 401(k) Retirement Savings Plan in TX ($12M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K 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 952304670.

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.