401(k) · DOL Form 5500 · 2022

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
588
Participants Below avg headcount
56th
Percentile by assets National rank
$11,190
Avg per participant Low balance/head
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Official DOL plan name: Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan · Sponsored by Morrison, Ekre & Bart Management Services, Inc. · Arizona · Real Estate

$7M in assets, 588 participants

Morrison, Ekre & Bart Management Services, Inc.'s Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan reported $7M in total assets and 588 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,694 in Real Estate (5,057 peers)

Morrison, Ekre & Bart Management Services, Inc. multi-year trail

Morrison, Ekre & Bart Management Services, Inc.'s plans moved +121.6% in assets from 2022 to 2024; this filing shows Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan at $7M / 588 participants.

#3,694
in Real Estate (5,057 peers)
-10.8%
assets change YoY

The plan reported a net loss of $794K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan vs every filed plan by assets

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

$6,579,546 Top 44% higher than 56% 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

Morrison, Ekre & Bart Management Services, Inc. 401(k) 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. Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan sits mid-pack in the medium band (588 participants).

EBSA filing schedule strip

Filing strip 860845708 · Morrison, Ekre & Bart Management Services, Inc. PY 2022 · 401(k)

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan · $7M · 588 · 56th

  • VS-ST $7M
  • VS-ST 588
  • VS-ST 56th
  • VS-ST 401(k)
  • VS-ST near The Carroll Companies 401(k) Profit Sharing Plan
  • VS-ST ind #3694

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 Real Estate retirement plans → · Plans in Arizona →

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan in the asset neighbourhood

Morrison, Ekre & Bart Management Services, Inc. 401(k) PlanMorrison, Ekre & Bart Manage…$7MThe Carroll Companies 401(k) Profit Sharing PlanThe Carroll Companies 401(k)…$7MSk Lubricants Americas, Inc. 401(k) Profit Sharing Plan & TruSk Lubricants Americas, Inc.…$7MVan Bortel Motor Car, Inc. 401(k) Profit Sharing PlanVan Bortel Motor Car, Inc. 4…$7MKerola Group 401(k) Plan$7M
End-of-year total assets ($M) among Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Morrison, Ekre & Bart Management Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morrison, Ekre & Bart Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 121.6287415575482% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.58M $14.6M ▲ +121.6%
Year Plans Participants Total Assets
2022 1 588 $7M
2023 1 621 $8M
2024 1 1,077 $15M

Morrison, Ekre & Bart Management Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$794K
Employer EIN860845708
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan, Total assets ($B): 0.006579546 · Participants: 588Morrison, Ekre & Bart Management Services, Inc. 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan side-by-side with 3 peers →

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is The Carroll Companies 401(k) Profit Sharing Plan in NC ($7M); by covered participants it is Hamricks Corporation 401(k) Retirement Plan in SC (588 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (588 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 Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan assets move in 2022? ▼
Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan pulled back noticeably - down 10.8% during 2022, from $7M to $7M. Reported net income was -$794K.
How have Morrison, Ekre & Bart Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrison, Ekre & Bart Management Services, Inc.'s sponsor-wide assets grew 121.6%, from $7M to $15M.
Which 401(k) plans are similar in size to Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Carroll Companies 401(k) Profit Sharing Plan in NC ($7M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hamricks Corporation 401(k) Retirement Plan in SC (588 participants, $10M 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 860845708.

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.