Profit Sharing · DOL Form 5500 · 2022

Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
39th
Percentile by assets National rank
$308,402
Avg per participant High balance/head
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Official DOL plan name: Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan · Sponsored by Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 9 participants

Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010's Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,442 in Healthcare & Social Assistance (20,060 peers)

Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 multi-year trail

Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010's plans moved +28.0% in assets from 2022 to 2024; this filing shows Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan at $3M / 9 participants.

#8,442
in Healthcare & Social Assistance (20,060 peers)
-14.0%
assets change YoY

The plan reported a net loss of $452K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan vs every filed plan by assets

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

$2,775,619 39th percentile higher than 39% 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

Bruce W. Morrison, Jr., M.D., 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. Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 251636018 · Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 PY 2022 · Profit Sharing

Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan · $3M · 9 · 39th

  • EBSA $3M
  • PART 9
  • TYPE 39th
  • NET Profit Sharing
  • BOOK near Blue Sky Dental Retirement Plan
  • VS-ST ind #8442

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan in the asset neighbourhood

Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing PlanBruce W. Morrison, Jr., M.D.…$3MBlue Sky Dental Retirement PlanBlue Sky Dental Retirement P…$3MLaurence-Hovenier, Inc. Profit Sharing PlanLaurence-Hovenier, Inc. Prof…$3MNishi Farms, Inc. Profit Sharing PlanNishi Farms, Inc. Profit Sha…$3MEwing Marion Kauffman School, Inc. 403(b) Retirement PlanEwing Marion Kauffman School…$3M
End-of-year total assets ($M) among Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 multi-year asset trail

Sponsor-wide plan assets over time

All Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.965978039493173% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.78M $3.55M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 7 $3M
2024 1 6 $4M

Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$452K
Employer EIN251636018
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan, Total assets ($B): 0.002775619 · Participants: 9Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Blue Sky Dental Retirement Plan in CA ($3M); by covered participants it is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants). Same-state nearby plans are listed separately above.

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 Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan assets move in 2022?
Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan pulled back noticeably - down 14.0% during 2022, from $3M to $3M. Reported net income was -$452K.
How have Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 plan assets changed over time?
Across 3 plan years on file (2022-2024), Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010's sponsor-wide assets grew 28.0%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Blue Sky Dental Retirement Plan in CA ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants, N/A in assets).