401(k) · DOL Form 5500 · 2022

Morris & Dickson Co., LLC 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
539
Participants Below avg headcount
90th
Percentile by assets National rank
$115,369
Avg per participant Below avg balance/head
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Official DOL plan name: Morris & Dickson Co., LLC 401(k) Plan · Sponsored by Morris & Dickson Co., LLC · Louisiana · Wholesale Trade

$62M in assets, 539 participants

Morris & Dickson Co., LLC's Morris & Dickson Co., LLC 401(k) Plan reported $62M in total assets and 539 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #6,236 in Wholesale Trade (6,843 peers)

Where Morris & Dickson Co., LLC 401(k) Plan sits by assets

Morris & Dickson Co., LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $62M for 539 participants (~$115,369/participant), down 21.5% in 2022.

#6,236
in Wholesale Trade (6,843 peers)
-21.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morris & Dickson Co., LLC 401(k) Plan's outsized position by total assets

Morris & Dickson Co., LLC 401(k) Plan vs every filed plan by assets

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

$62,184,078 Top 10% higher than 90% 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

Morris & Dickson Co., LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morris & Dickson Co., LLC 401(k) Plan sits mid-pack in the medium band (539 participants).

Plan-year Form 5500 strip

Filing strip 720266645 · Morris & Dickson Co., LLC PY 2022 · 401(k)

Morris & Dickson Co., LLC 401(k) Plan · $62M · 539 · 90th

  • BOY $62M
  • SCH 539
  • EBSA 90th
  • PART 401(k)
  • TYPE near Remy Cointreau USA Inc. 401(k) Safe Harbor Plan
  • NET ind #6236

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 Wholesale Trade retirement plans → · Plans in Louisiana →

Morris & Dickson Co., LLC 401(k) Plan in the asset neighbourhood

Remy Cointreau USA Inc. 401(k) Safe Harbor PlanRemy Cointreau USA Inc. 401(…$62MSakata Employee Profit Sharing & Savings PlanSakata Employee Profit Shari…$62MBa Holdings, Inc. Savings PlanBa Holdings, Inc. Savings Pl…$62MMorris & Dickson Co., LLC 401(k) PlanMorris & Dickson Co., LLC 40…$62MBragg Investment Company, Inc. Employee Savings PlanBragg Investment Company, In…$62M
End-of-year total assets ($M) among Morris & Dickson Co., LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$62M
Net Income-$17M
Employer EIN720266645
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris & Dickson Co., LLC)

Sponsor-wide plan assets over time

All Morris & Dickson Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$76M 21.4598711264964% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.2M $75.5M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 539 $62M
2023 1 489 $70M
2024 1 549 $76M

Nearby 401(k) Plans in Louisiana

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

Morris & Dickson Co., LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Morris & Dickson Co., LLC 401(k) Plan, Total assets ($B): 0.062184078 · Participants: 539Morris & Dickson Co., LLC 401(k) PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Morris & Dickson Co., LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Morris & Dickson Co., LLC 401(k) Plan side-by-side with 3 peers →

Morris & Dickson Co., LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Remy Cointreau USA Inc. 401(k) Safe Harbor Plan in NY ($62M); by covered participants it is Rukel Management, LLC 401(k) Profit Sharing Plan in IL (539 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (539 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 Morris & Dickson Co., LLC 401(k) Plan assets move in 2022? ▼
Morris & Dickson Co., LLC 401(k) Plan declined sharply - down 21.5% during 2022, from $79M to $62M. Reported net income was -$17M.
How have Morris & Dickson Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris & Dickson Co., LLC's sponsor-wide assets grew 21.5%, from $62M to $76M.
Where does Morris & Dickson Co., LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Morris & Dickson Co., LLC 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Morris & Dickson Co., LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Remy Cointreau USA Inc. 401(k) Safe Harbor Plan in NY ($62M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Morris & Dickson Co., LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rukel Management, LLC 401(k) Profit Sharing Plan in IL (539 participants, $11M 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 720266645.

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.