401(k) · DOL Form 5500 · 2022

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan

Data updated 2026-08-25

$845K
Total assets Small plan by assets
9
Participants Small participant base
23rd
Percentile by assets National rank
$93,868
Avg per participant Below avg balance/head
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Official DOL plan name: Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan · Sponsored by Sarah J. Morris, D.D.S., P.L.L.C. · Texas · Healthcare & Social Assistance

$845K in assets, 9 participants

Sarah J. Morris, D.D.S., P.L.L.C.'s Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan reported $845K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,989 in Healthcare & Social Assistance (20,060 peers)

Sarah J. Morris, D.D.S., P.L.L.C. multi-year trail

Sarah J. Morris, D.D.S., P.L.L.C.'s plans moved +26.1% in assets from 2022 to 2023; this filing shows Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan at $845K / 9 participants.

#3,989
in Healthcare & Social Assistance (20,060 peers)
-17.7%
assets change YoY

The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan among the smaller filed plans by assets

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan vs every filed plan by assets

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

$844,809 23rd percentile higher than 23% 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

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) 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. Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 205256302 · Sarah J. Morris, D.D.S., P.L.L.C. PY 2022 · 401(k)

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan · $845K · 9 · 23rd

  • EOY $845K
  • EOY 9
  • EOY 23rd
  • EOY 401(k)
  • EOY near Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan
  • EOY ind #3989

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 Texas →

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan in the asset neighbourhood

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) PlanSarah J. Morris, D.D.S., P.L…$845KFrederick J. Jaeger, D.D.S. 401(k) Profit Sharing PlanFrederick J. Jaeger, D.D.S. …$845KSpine & Joint Solutions, PLLC 401(k) PlanSpine & Joint Solutions, PLL…$845KRbd Instruments, Inc. 401(k) PlanRbd Instruments, Inc. 401(k)…$845KEntrepreneurial Corporate Group 401(k) PlanEntrepreneurial Corporate Gr…$845K
End-of-year total assets ($M) among Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sarah J. Morris, D.D.S., P.L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Sarah J. Morris, D.D.S., P.L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.057014070636086% vs 2022
2023 filing year
$0.8M$0.9M$1M$1.1M 20222023 $0.84M $1.06M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 9 $845K
2023 1 10 $1M

Sarah J. Morris, D.D.S., P.L.L.C. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$845K
Net Income-$181K
Employer EIN205256302
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan, Total assets ($B): 0.000844809 · Participants: 9Sarah J. Morris, D.D.S., P.L.L.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan side-by-side with 3 peers →

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan in WI ($845K); by covered participants it is Mercom Incorporated 401(k) Plan in SC (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 Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan assets move in 2022? ▼
Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan declined sharply - down 17.7% during 2022, from $1M to $845K. Reported net income was -$181K.
How have Sarah J. Morris, D.D.S., P.L.L.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sarah J. Morris, D.D.S., P.L.L.C.'s sponsor-wide assets grew 26.1%, from $845K to $1M.
Where does Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frederick J. Jaeger, D.D.S. 401(k) Profit Sharing Plan in WI ($845K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mercom Incorporated 401(k) Plan in SC (9 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 205256302.

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.