401(k) · DOL Form 5500 · 2022

Morgan & Weisbrod, L.L.P. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
76
Participants Small participant base
60th
Percentile by assets National rank
$106,070
Avg per participant Below avg balance/head
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Official DOL plan name: Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan · Sponsored by Morgan & Weisbrod, L.L.P. · Texas · Professional & Technical Services

$8M in assets, 76 participants

Morgan & Weisbrod, L.L.P.'s Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan reported $8M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,667 in Professional & Technical Services (21,562 peers)

Morgan & Weisbrod, L.L.P. multi-year trail

Morgan & Weisbrod, L.L.P.'s plans moved +23.6% in assets from 2022 to 2023; this filing shows Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan at $8M / 76 participants.

#12,667
in Professional & Technical Services (21,562 peers)
-12.4%
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.

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan vs every filed plan by assets

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

$8,061,329 Top 40% higher than 60% 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

Morgan & Weisbrod 401(k) Profit Sharing and Savings 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. Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan is a small filing (76 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 752256782 · Morgan & Weisbrod, L.L.P. PY 2022 · 401(k)

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan · $8M · 76 · 60th

  • EOY $8M
  • 5500 76
  • ASSETS 60th
  • PCT 401(k)
  • EIN near Home Health Specialists, Inc. 401(k) Profit Sharing Plan
  • RANK ind #12667

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 Texas →

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan in the asset neighbourhood

Morgan & Weisbrod 401(k) Profit Sharing and Savings PlanMorgan & Weisbrod 401(k) Pro…$8MHome Health Specialists, Inc. 401(k) Profit Sharing PlanHome Health Specialists, Inc…$8MRocky Mountain University 401(k) and Profit Sharing PlanRocky Mountain University 40…$8MCopeland Enterprises, Inc. 401(k) and Profit Sharing PlanCopeland Enterprises, Inc. 4…$8MBulldog Battery Employee Stock Ownership and 401(k) PlanBulldog Battery Employee Sto…$8M
End-of-year total assets ($M) among Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Morgan & Weisbrod, L.L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Morgan & Weisbrod, L.L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 23.55161289162122% vs 2022
2023 filing year
$7M$8M$9M$10M$11M 20222023 $8.06M $9.96M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 76 $8M
2023 1 105 $10M

Morgan & Weisbrod, L.L.P. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN752256782
Plan Effective Date1984-07-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan, Total assets ($B): 0.008061329 · Participants: 76Morgan & Weisbrod 401(k) Profit Sharing and Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan side-by-side with 3 peers →

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Home Health Specialists, Inc. 401(k) Profit Sharing Plan in PA ($8M); by covered participants it is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan assets move in 2022? ▼
Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan pulled back noticeably - down 12.4% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Morgan & Weisbrod, L.L.P. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Morgan & Weisbrod, L.L.P.'s sponsor-wide assets grew 23.6%, from $8M to $10M.
Which 401(k) plans are similar in size to Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Home Health Specialists, Inc. 401(k) Profit Sharing Plan in PA ($8M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA (76 participants, $590K 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 752256782.

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.