401(k) · DOL Form 5500 · 2022
John K. Morris, Cpa, P.C. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $293,087
- Avg per participant High balance/head
Official DOL plan name: John K. Morris, Cpa, P.C. Profit Sharing Plan · Sponsored by John K. Morris, Cpa, P.C. · Colorado · Professional & Technical Services
$1M in assets, 4 participants
John K. Morris, Cpa, P.C.'s John K. Morris, Cpa, P.C. Profit Sharing Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #4,941 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
John K. Morris, Cpa, P.C. Profit Sharing Plan holds $1M for 4 participants - about $293,087 per participant, in the lower half of filed plans by assets.
- #4,941
- in Professional & Technical Services (21,562 peers)
- -7.4%
- assets change YoY
The plan reported a net loss of $94K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
John K. Morris, Cpa, P.C. Profit Sharing Plan among the smaller filed plans by assets
John K. Morris, Cpa, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,172,349 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
John K. Morris, Cpa, P.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. John K. Morris, Cpa, P.C. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 841120979 · John K. Morris, Cpa, P.C. PY 2022 · 401(k)
John K. Morris, Cpa, P.C. Profit Sharing Plan · $1M · 4 · 27th
- TYPE $1M
- TYPE 4
- TYPE 27th
- TYPE 401(k)
- TYPE near The Contractors Retirement Plan
- TYPE ind #4941
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 Colorado →
John K. Morris, Cpa, P.C. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$94K |
| Employer EIN | 841120979 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John K. Morris, Cpa, P.C.)
Sponsor-wide plan assets over time
All John K. Morris, Cpa, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | N/A |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
John K. Morris, Cpa, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is The Contractors Retirement Plan in TX ($1M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 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 (4 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.