401(k) · DOL Form 5500 · 2022

Yan Z. Morrissey, D.D.S., F.a.G.D., L.L.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
43rd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Morrissey 401(k) Profit Sharing Plan · Sponsored by Yan Z. Morrissey, D.D.S., F.a.G.D., L.L.C. · Oregon · Healthcare & Social Assistance

$3M in assets, 3 participants

Yan Z. Morrissey, D.D.S., F.a.G.D., L.L.C.'s Morrissey 401(k) Profit Sharing Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #9,465 in Healthcare & Social Assistance (20,060 peers)

Yan Z. Morrissey, D.D.S., F.a.G.D., L.L.C. multi-year trail

Yan Z. Morrissey, D.D.S., F.a.G.D., L.L.C.'s plans moved +42.9% in assets from 2022 to 2024; this filing shows Morrissey 401(k) Profit Sharing Plan at $3M / 3 participants.

#9,465
in Healthcare & Social Assistance (20,060 peers)
-14.6%
assets change YoY

The plan reported a net loss of $586K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morrissey 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Morrissey 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,420,727 43rd percentile higher than 43% 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

Morrissey 401(k) 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. Morrissey 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 931279395 · Yan Z. Morrissey, D.D.S., F.a.G.D., L.L.C. PY 2022 · 401(k)

Morrissey 401(k) Profit Sharing Plan · $3M · 3 · 43rd

  • ASSETS $3M
  • PCT 3
  • EIN 43rd
  • RANK 401(k)
  • PHOTO near Ronemus and Vilensky, LLP Retirement Plan
  • IND ind #9465

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 Oregon →

Morrissey 401(k) Profit Sharing Plan in the asset neighbourhood

Morrissey 401(k) Profit Sharing PlanMorrissey 401(k) Profit Shar…$3MRonemus and Vilensky, LLP Retirement PlanRonemus and Vilensky, LLP Re…$3MThe Chasm Group, LLC 401(k) Profit Sharing PlanThe Chasm Group, LLC 401(k) …$3MAdvanced Urology 401(k) Profit Sharing Plan & TrustAdvanced Urology 401(k) Prof…$3MAnderson Mechanical Services, Inc. 401(k) PlanAnderson Mechanical Services…$3M
End-of-year total assets ($M) among Morrissey 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Yan Z. Morrissey, D.D.S., F.a.G.D., L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Yan Z. Morrissey, D.D.S., F.a.G.D., L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.929266205692535% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.42M $4.89M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 5 $4M
2024 1 4 $5M

Yan Z. Morrissey, D.D.S., F.a.G.D., L.L.C. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$586K
Employer EIN931279395
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Morrissey 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Morrissey 401(k) Profit Sharing Plan, Total assets ($B): 0.003420727 · Participants: 3Morrissey 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Morrissey 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Morrissey 401(k) Profit Sharing Plan side-by-side with 3 peers →

Morrissey 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Ronemus and Vilensky, LLP Retirement Plan in NY ($3M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Morrissey 401(k) Profit Sharing Plan assets move in 2022? ▼
Morrissey 401(k) Profit Sharing Plan pulled back noticeably - down 14.6% during 2022, from $4M to $3M. Reported net income was -$586K.
How have Yan Z. Morrissey, D.D.S., F.a.G.D., L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yan Z. Morrissey, D.D.S., F.a.G.D., L.L.C.'s sponsor-wide assets grew 42.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Morrissey 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ronemus and Vilensky, LLP Retirement Plan in NY ($3M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Morrissey 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 931279395.

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.