401(k) · DOL Form 5500 · 2022

Morris & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
101
Participants Small participant base
35th
Percentile by assets National rank
$21,490
Avg per participant Low balance/head
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Official DOL plan name: Morris & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Morris & Associates, Inc. · North Carolina · Manufacturing

$2M in assets, 101 participants

Morris & Associates, Inc.'s Morris & Associates, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,859 in Manufacturing (20,602 peers)

Coverage in North Carolina

Morris & Associates, Inc. 401(k) Profit Sharing Plan covers 101 participants in North Carolina, about 12% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#3,859
in Manufacturing (20,602 peers)
-17.2%
assets change YoY

The plan reported a net loss of $449K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morris & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$2,170,495 35th percentile higher than 35% 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 & Associates, Inc. 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. Morris & Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (101 participants).

Plan-year Form 5500 strip

Filing strip 560509681 · Morris & Associates, Inc. PY 2022 · 401(k)

Morris & Associates, Inc. 401(k) Profit Sharing Plan · $2M · 101 · 35th

  • BOY $2M
  • BOY 101
  • BOY 35th
  • BOY 401(k)
  • BOY near Payday Benefits Retirement Plan
  • BOY ind #3859

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 Manufacturing retirement plans → · Plans in North Carolina →

Morris & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Morris & Associates, Inc. 401(k) Profit Sharing PlanMorris & Associates, Inc. 40…$2MPayday Benefits Retirement PlanPayday Benefits Retirement P…$2MDlv Vision Management LLC 401(k) Profit Sharing PlanDlv Vision Management LLC 40…$2MGary J. Rosenbaum, M.D. Retirement Plan & TrustGary J. Rosenbaum, M.D. Reti…$2MIron & String Life Enhancement 401(k) PlanIron & String Life Enhanceme…$2M
End-of-year total assets ($M) among Morris & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$449K
Employer EIN560509681
Plan Effective Date1960-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris & Associates, Inc.)

Sponsor-wide plan assets over time

All Morris & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 36.192816341378084% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.3M $26.3M ▲ +36.2%
Year Plans Participants Total Assets
2022 2 189 $19M
2023 1 115 $26M
2024 1 125 $26M

Nearby 401(k) Plans in North Carolina

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

Morris & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Morris & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002170495 · Participants: 101Morris & Associates, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Morris & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Morris & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Payday Benefits Retirement Plan in UT ($2M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Morris & Associates, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.2% during 2022, from $3M to $2M. Reported net income was -$449K.
How have Morris & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris & Associates, Inc.'s sponsor-wide assets grew 36.2%, from $19M to $26M.
Which 401(k) plans are similar in size to Morris & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Payday Benefits Retirement Plan in UT ($2M, 718 participants).
Which 401(k) plans cover a similar participant headcount to Morris & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 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 560509681.

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.