401(k) · DOL Form 5500 · 2022

Morrow Memorial Home 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
165
Participants Small participant base
43rd
Percentile by assets National rank
$20,928
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan · Sponsored by Morrow Memorial Home · Wisconsin · Healthcare & Social Assistance

$3M in assets, 165 participants

Morrow Memorial Home's Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan reported $3M in total assets and 165 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.

  • #9,516 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan covers 165 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#9,516
in Healthcare & Social Assistance (20,060 peers)
-9.4%
assets change YoY

The plan reported a net loss of $359K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$3,453,138 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

Morrow Memorial Home for the Aged 401(k) & Profit Sharing 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. Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan sits mid-pack in the medium band (165 participants).

EBSA filing schedule strip

Filing strip 390832605 · Morrow Memorial Home PY 2022 · 401(k)

Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan · $3M · 165 · 43rd

  • TYPE $3M
  • NET 165
  • BOOK 43rd
  • VS-ST 401(k)
  • BOY near Community Academies 401(k) Retirement Savings Plan
  • SCH ind #9516

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 Wisconsin →

Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan in the asset neighbourhood

Morrow Memorial Home for the Aged 401(k) & Profit Sharing PlanMorrow Memorial Home for the…$3MCommunity Academies 401(k) Retirement Savings PlanCommunity Academies 401(k) R…$3MBig Canoe Poa 401(k) Plan$3ME.C. Group, Inc. 401(k) Plan$3MMomentum Loans 401(k) Plan$3M
End-of-year total assets ($M) among Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$359K
Employer EIN390832605
Plan Effective Date1979-08-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Morrow Memorial Home)

Sponsor-wide plan assets over time

All Morrow Memorial Home plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.758449850541744% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.45M $4.72M ▲ +36.8%
Year Plans Participants Total Assets
2022 2 170 $3M
2023 2 264 $4M
2024 2 275 $5M

Nearby 401(k) Plans in Wisconsin

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

Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan, Total assets ($B): 0.003453138 · Participants: 165Morrow Memorial Home for the Aged 401(k) & Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Community Academies 401(k) Retirement Savings Plan in LA ($3M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 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 (165 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 Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan assets move in 2022? ▼
Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan pulled back noticeably - down 9.4% during 2022, from $4M to $3M. Reported net income was -$359K.
How have Morrow Memorial Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrow Memorial Home's sponsor-wide assets grew 36.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Academies 401(k) Retirement Savings Plan in LA ($3M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 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 390832605.

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.