401(k) · DOL Form 5500 · 2022

S. a. Morman and Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
77
Participants Small participant base
66th
Percentile by assets National rank
$136,791
Avg per participant Near avg balance/head
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Official DOL plan name: S. a. Morman & Company Profit Sharing 401(k) Plan · Sponsored by S. a. Morman and Company · Michigan · Professional & Technical Services

$11M in assets, 77 participants

S. a. Morman and Company's S. a. Morman & Company Profit Sharing 401(k) Plan reported $11M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,977 in Professional & Technical Services (21,562 peers)

S. a. Morman and Company multi-year trail

S. a. Morman and Company's plans moved -16.1% in assets from 2022 to 2024; this filing shows S. a. Morman & Company Profit Sharing 401(k) Plan at $11M / 77 participants.

#13,977
in Professional & Technical Services (21,562 peers)
-13.2%
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.

S. a. Morman & Company Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

S. a. Morman & Company Profit Sharing 401(k) Plan vs every filed plan by assets

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

$10,532,927 Top 34% higher than 66% 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

S. a. Morman & Company Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S. a. Morman & Company Profit Sharing 401(k) Plan is a small filing (77 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 381606089 · S. a. Morman and Company PY 2022 · 401(k)

S. a. Morman & Company Profit Sharing 401(k) Plan · $11M · 77 · 66th

  • EIN $11M
  • EIN 77
  • EIN 66th
  • EIN 401(k)
  • EIN near Stork H&e Turbo Blading, Inc. 401(k) Plan
  • EIN ind #13977

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 Michigan →

S. a. Morman & Company Profit Sharing 401(k) Plan in the asset neighbourhood

S. a. Morman & Company Profit Sharing 401(k) PlanS. a. Morman & Company Profi…$11MStork H&e Turbo Blading, Inc. 401(k) PlanStork H&e Turbo Blading, Inc…$11MS.M. Wilson & Co. 401(k) Savings PlanS.M. Wilson & Co. 401(k) Sav…$11MCsww, Inc. 401(k) Plan$11MM Robert Ching Md Inc 401(k) Profit Sharing PlanM Robert Ching Md Inc 401(k)…$11M
End-of-year total assets ($M) among S. a. Morman & Company Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

S. a. Morman and Company multi-year asset trail

Sponsor-wide plan assets over time

All S. a. Morman and Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 16.092981561535556% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $10.5M $8.84M ▼ -16.0%
Year Plans Participants Total Assets
2022 1 77 $11M
2023 1 78 $8M
2024 1 83 $9M

S. a. Morman and Company filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN381606089
Plan Effective Date1964-04-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

S. a. Morman & Company Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants S. a. Morman & Company Profit Sharing 401(k) Plan, Total assets ($B): 0.010532927 · Participants: 77S. a. Morman & Company Profit Sharing 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
S. a. Morman & Company Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare S. a. Morman & Company Profit Sharing 401(k) Plan side-by-side with 3 peers →

S. a. Morman & Company Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Stork H&e Turbo Blading, Inc. 401(k) Plan in NY ($11M); by covered participants it is Accend Services, Inc. 401(k) Plan in MN (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 S. a. Morman & Company Profit Sharing 401(k) Plan assets move in 2022? ▼
S. a. Morman & Company Profit Sharing 401(k) Plan pulled back noticeably - down 13.2% during 2022, from $12M to $11M. Reported net income was -$2M.
How have S. a. Morman and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. a. Morman and Company's sponsor-wide assets declined 16.1%, from $11M to $9M.
Which 401(k) plans are similar in size to S. a. Morman & Company Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stork H&e Turbo Blading, Inc. 401(k) Plan in NY ($11M, 101 participants).
Which 401(k) plans cover a similar participant headcount to S. a. Morman & Company Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accend Services, Inc. 401(k) Plan in MN (77 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 381606089.

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.