401(k) · DOL Form 5500 · 2022

Morley and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
28
Participants Small participant base
37th
Percentile by assets National rank
$86,454
Avg per participant Below avg balance/head
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Official DOL plan name: Morley and Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Morley and Associates, Inc. · Indiana · Professional & Technical Services

$2M in assets, 28 participants

Morley and Associates, Inc.'s Morley and Associates, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,248 in Professional & Technical Services (21,562 peers)

Morley and Associates, Inc. multi-year trail

Morley and Associates, Inc.'s plans moved +47.7% in assets from 2022 to 2024; this filing shows Morley and Associates, Inc. 401(k) Profit Sharing Plan at $2M / 28 participants.

#7,248
in Professional & Technical Services (21,562 peers)
-14.1%
assets change YoY

The plan reported a net loss of $399K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morley and Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Morley and Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,420,718 37th percentile higher than 37% 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

Morley and Associates, Inc. 401(k) Profit Sharing 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. Morley and Associates, Inc. 401(k) Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 351383930 · Morley and Associates, Inc. PY 2022 · 401(k)

Morley and Associates, Inc. 401(k) Profit Sharing Plan · $2M · 28 · 37th

  • EOY $2M
  • EOY 28
  • EOY 37th
  • EOY 401(k)
  • EOY near 1-800-Flowers Team Services, Inc. 40i(K) Plan
  • EOY ind #7248

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 Indiana →

Morley and Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Morley and Associates, Inc. 401(k) Profit Sharing PlanMorley and Associates, Inc. …$2M1-800-Flowers Team Services, Inc. 40i(K) Plan1-800-Flowers Team Services,…$2MUniversal Pediatric Services 401(k) PlanUniversal Pediatric Services…$2MAdvantage Home Care, Inc. 401(k) Profit Sharing PlanAdvantage Home Care, Inc. 40…$2MRocky Mountain Ser/Jobs for Progress Employee Retirement PlanRocky Mountain Ser/Jobs for …$2M
End-of-year total assets ($M) among Morley and Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Morley and Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morley and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.72584001936615% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.42M $3.58M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 28 $2M
2023 1 27 $3M
2024 1 30 $4M

Morley and Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$399K
Employer EIN351383930
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Morley and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Morley and Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002420718 · Participants: 28Morley and Associates, Inc. 401(k) Profit Sharing PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Morley and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Morley and Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Morley and Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is 1-800-Flowers Team Services, Inc. 40i(K) Plan in NY ($2M); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Morley and Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Morley and Associates, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.1% during 2022, from $3M to $2M. Reported net income was -$399K.
How have Morley and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morley and Associates, Inc.'s sponsor-wide assets grew 47.7%, from $2M to $4M.
Which 401(k) plans are similar in size to Morley and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 1-800-Flowers Team Services, Inc. 40i(K) Plan in NY ($2M, 1,484 participants).
Which 401(k) plans cover a similar participant headcount to Morley and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants, $3M 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 351383930.

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.