401(k) · DOL Form 5500 · 2022

Morris Bank 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
189
Participants Below avg headcount
81st
Percentile by assets National rank
$141,189
Avg per participant Near avg balance/head
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Official DOL plan name: Morris Bank 401(k) and Employee Stock Ownership Plan · Sponsored by Morris Bank · Georgia · Finance & Insurance

$27M in assets, 189 participants

Morris Bank's Morris Bank 401(k) and Employee Stock Ownership Plan reported $27M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,473 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Morris Bank 401(k) and Employee Stock Ownership Plan covers 189 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: $27M.

#6,473
in Finance & Insurance (9,261 peers)
+2.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Morris Bank 401(k) and Employee Stock Ownership Plan's outsized position by total assets

Morris Bank 401(k) and Employee Stock Ownership Plan vs every filed plan by assets

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

$26,684,667 Top 19% higher than 81% 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 Bank 401(k) and Employee Stock Ownership 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 Bank 401(k) and Employee Stock Ownership Plan sits mid-pack in the medium band (189 participants).

DOL schedule card

Filing strip 580806683 · Morris Bank PY 2022 · 401(k)

Morris Bank 401(k) and Employee Stock Ownership Plan · $27M · 189 · 81st

  • BOOK $27M
  • VS-ST 189
  • BOY 81st
  • SCH 401(k)
  • EBSA near First Berne Employee Stock Ownership and 401(k) Plan
  • PART ind #6473

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 Georgia →

Morris Bank 401(k) and Employee Stock Ownership Plan in the asset neighbourhood

First Berne Employee Stock Ownership and 401(k) PlanFirst Berne Employee Stock O…$27MMedhq, LLC 401(k) Plan$27MThe Bazooka 401(k) Savings and Investment PlanThe Bazooka 401(k) Savings a…$27MMorris Bank 401(k) and Employee Stock Ownership PlanMorris Bank 401(k) and Emplo…$27MFamily Care Specialists Medical Corporation Retirement PlanFamily Care Specialists Medi…$27M
End-of-year total assets ($M) among Morris Bank 401(k) and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$506K
Employer EIN580806683
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris Bank)

Sponsor-wide plan assets over time

All Morris Bank plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.700399484093243% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.7M $31.9M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 189 $27M
2023 1 185 $29M
2024 1 182 $32M

Nearby 401(k) Plans in Georgia

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

Morris Bank 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Morris Bank 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.026684667 · Participants: 189Morris Bank 401(k) and Employee Stock Ownership PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Morris Bank 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Morris Bank 401(k) and Employee Stock Ownership Plan side-by-side with 3 peers →

Morris Bank 401(k) and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is First Berne Employee Stock Ownership and 401(k) Plan in IN ($27M); by covered participants it is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Bank 401(k) and Employee Stock Ownership Plan assets move in 2022? ▼
Morris Bank 401(k) and Employee Stock Ownership Plan edged up modestly - up 2.0% during 2022, from $26M to $27M. Reported net income was $506K.
How have Morris Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris Bank's sponsor-wide assets grew 19.7%, from $27M to $32M.
Where does Morris Bank 401(k) and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Morris Bank 401(k) and Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morris Bank 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Berne Employee Stock Ownership and 401(k) Plan in IN ($27M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Morris Bank 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants, $57M 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 580806683.

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.