401(k) · DOL Form 5500 · 2022

Morris Bart, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
151
Participants Small participant base
67th
Percentile by assets National rank
$72,284
Avg per participant Below avg balance/head
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Official DOL plan name: Morris Bart, LLC 401(k) Plan · Sponsored by Morris Bart, LLC · Louisiana · Professional & Technical Services

$11M in assets, 151 participants

Morris Bart, LLC's Morris Bart, LLC 401(k) Plan reported $11M in total assets and 151 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,172 in Professional & Technical Services (21,562 peers)

Coverage in Louisiana

Morris Bart, LLC 401(k) Plan covers 151 participants in Louisiana, about 31% of the average Louisiana filer (state average ~495 per filing). Assets: $11M.

#14,172
in Professional & Technical Services (21,562 peers)
-14.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morris Bart, LLC 401(k) Plan's outsized position by total assets

Morris Bart, LLC 401(k) Plan vs every filed plan by assets

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

$10,914,882 Top 33% higher than 67% 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 Bart, LLC 401(k) 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 Bart, LLC 401(k) Plan sits mid-pack in the medium band (151 participants).

EBSA filing schedule strip

Filing strip 721227778 · Morris Bart, LLC PY 2022 · 401(k)

Morris Bart, LLC 401(k) Plan · $11M · 151 · 67th

  • EBSA $11M
  • EBSA 151
  • EBSA 67th
  • EBSA 401(k)
  • EBSA near Nobu 401(k) Retirement Plan
  • EBSA ind #14172

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 Louisiana →

Morris Bart, LLC 401(k) Plan in the asset neighbourhood

Power Component Systems, Inc. Employee 401(k)/Profit Sharing PlanPower Component Systems, Inc…$11MInsurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$11MMorris Bart, LLC 401(k) Plan$11MNobu 401(k) Retirement Plan$11MGoodwin's Chevrolet Company 401(k) Profit Sharing PlanGoodwin's Chevrolet Company …$11M
End-of-year total assets ($M) among Morris Bart, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN721227778
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris Bart, LLC)

Sponsor-wide plan assets over time

All Morris Bart, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 45.74705434286875% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $15.9M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 151 $11M
2023 1 135 $13M
2024 1 145 $16M

Nearby 401(k) Plans in Louisiana

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

Morris Bart, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Morris Bart, LLC 401(k) Plan, Total assets ($B): 0.010914882 · Participants: 151Morris Bart, LLC 401(k) PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Morris Bart, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Morris Bart, LLC 401(k) Plan side-by-side with 3 peers →

Morris Bart, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Nobu 401(k) Retirement Plan in NY ($11M); by covered participants it is Intec, LLC 401(k) Plan in VA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Bart, LLC 401(k) Plan assets move in 2022? ▼
Morris Bart, LLC 401(k) Plan pulled back noticeably - down 14.6% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Morris Bart, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris Bart, LLC's sponsor-wide assets grew 45.7%, from $11M to $16M.
Which 401(k) plans are similar in size to Morris Bart, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nobu 401(k) Retirement Plan in NY ($11M, 937 participants).
Which 401(k) plans cover a similar participant headcount to Morris Bart, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intec, LLC 401(k) Plan in VA (151 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 721227778.

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.