Profit Sharing · DOL Form 5500 · 2022
Maxwell & Morgan, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $123,241
- Avg per participant Near avg balance/head
Official DOL plan name: Maxwell & Morgan, P.C. 401(k) Plan · Sponsored by Maxwell & Morgan, P.C. · Arizona · Professional & Technical Services
$4M in assets, 30 participants
Maxwell & Morgan, P.C.'s Maxwell & Morgan, P.C. 401(k) Plan reported $4M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,040 in Professional & Technical Services (21,562 peers)
Maxwell & Morgan, P.C. multi-year trail
Maxwell & Morgan, P.C.'s plans moved +35.8% in assets from 2022 to 2024; this filing shows Maxwell & Morgan, P.C. 401(k) Plan at $4M / 30 participants.
- #9,040
- in Professional & Technical Services (21,562 peers)
- -4.5%
- assets change YoY
The plan reported a net loss of $173K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Maxwell & Morgan, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Maxwell & Morgan, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,697,225 44th percentile higher than 44% 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
Maxwell & Morgan, P.C. 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maxwell & Morgan, P.C. 401(k) Plan is a small filing (30 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 860671607 · Maxwell & Morgan, P.C. PY 2022 · Profit Sharing
Maxwell & Morgan, P.C. 401(k) Plan · $4M · 30 · 44th
- EOY $4M
- 5500 30
- ASSETS 44th
- PCT Profit Sharing
- EIN near Lawrenceburg Federal Profit Sharing Plan
- RANK ind #9040
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 Professional & Technical Services retirement plans → · Plans in Arizona →
Maxwell & Morgan, P.C. 401(k) Plan in the asset neighbourhood
Maxwell & Morgan, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Maxwell & Morgan, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 35.83184685811656% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $4M |
| 2023 | 1 | 34 | $4M |
| 2024 | 1 | 27 | $5M |
Maxwell & Morgan, P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$173K |
| Employer EIN | 860671607 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Maxwell & Morgan, P.C. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Lawrenceburg Federal Profit Sharing Plan in TN ($4M); by covered participants it is Amp Electric Landscape Co Inc Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (30 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.