401(k) · DOL Form 5500 · 2022
Morrow Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $469,902
- Avg per participant High balance/head
Official DOL plan name: Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan · Sponsored by Morrow Insurance Agency, Inc. · North Carolina · Finance & Insurance
$16M in assets, 33 participants
Morrow Insurance Agency, Inc.'s Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan reported $16M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,388 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan holds $16M for 33 participants - about $469,902 per participant, above the median plan by assets.
- #5,388
- in Finance & Insurance (9,261 peers)
- -6.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan's outsized position by total assets
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,506,755 Top 27% higher than 73% 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
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership 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. Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 560330600 · Morrow Insurance Agency, Inc. PY 2022 · 401(k)
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan · $16M · 33 · 73rd
- PCT $16M
- EIN 33
- RANK 73rd
- PHOTO 401(k)
- IND near Midcoast Employee Services, LLC 401(k) Retirement Plan
- EOY ind #5388
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$1M |
| Employer EIN | 560330600 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morrow Insurance Agency, Inc.)
Sponsor-wide plan assets over time
All Morrow Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 0.17750328808316118% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $16M |
| 2023 | 1 | 34 | $17M |
| 2024 | 1 | 33 | $16M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Midcoast Employee Services, LLC 401(k) Retirement Plan in TX ($16M); by covered participants it is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Midcoast Employee Services, LLC 401(k) Retirement Plan (TX) $16M · 304
- Genetec USA, Inc. 401(k) Plan () $16M · 135
- The Retirement Plan (TX) $16M · 267
- Simona America Group 401(k) Profit Sharing Plan (PA) $16M · 275
Similar participant headcount
Nearest other-state filings by covered participants (33 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.