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
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
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. 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
| 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 EIN | 251636018 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Best Bud's Incorporated Profit Sharing Plan (OH) 9 · 0 off
- Laser Imaging Inc. Retirement Plan (TX) 9 · 0 off
- Spooner & Rotenberger, Inc. Profit Sharing Plan (FL) 9 · 0 off
- Lovelady State Bank Psp (TX) 9 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.