401(k) · DOL Form 5500 · 2023

Little-Morris, LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
35
Participants Small participant base
63rd
Percentile by assets National rank
$356,775
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Little - Morris, LLP Profit Sharing Plan · Sponsored by Little-Morris, LLP · Idaho · Professional & Technical Services

$12M in assets, 35 participants

Little-Morris, LLP's Little - Morris, LLP Profit Sharing Plan reported $12M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,701 in Professional & Technical Services (20,321 peers)

Little-Morris, LLP multi-year trail

Little-Morris, LLP's plans moved +51.7% in assets from 2022 to 2024; this filing shows Little - Morris, LLP Profit Sharing Plan at $12M / 35 participants.

#12,701
in Professional & Technical Services (20,321 peers)
+26.7%
assets growth YoY

Little - Morris, LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Little - Morris, LLP Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,487,114 Top 37% higher than 63% of 127,068 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 2023

Little - Morris, LLP Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Little - Morris, LLP Profit Sharing Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Little - Morris, LLP Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Little - Morris, LLP Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Little - Morris, LLP Profit Sharing Plan reported participants rose from 34 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841369227 · Little-Morris, LLP PY 2023 · 401(k)

Little - Morris, LLP Profit Sharing Plan · $12M · 35 · 63rd

  • PHOTO $12M
  • PHOTO 35
  • PHOTO 63rd
  • PHOTO 401(k)
  • PHOTO near Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #12701

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 Idaho →

Little - Morris, LLP Profit Sharing Plan in the asset neighbourhood

Little - Morris, LLP Profit Sharing PlanLittle - Morris, LLP Profit …$12MNally & Hamilton Enterprises, Inc. 401(k) Profit Sharing PlanNally & Hamilton Enterprises…$12MThe Reserves Network, Inc. Employees 401(k) PlanThe Reserves Network, Inc. E…$12MG.E. Foodland Retirement Plan$12MSturgis Bank & Trust Company 401(k) Profit Sharing Plan & TrustSturgis Bank & Trust Company…$12M
End-of-year total assets ($M) among Little - Morris, LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Little-Morris, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Little-Morris, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$15M 51.720537101228956% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.86M $15M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 34 $10M
2023 1 35 $12M
2024 1 35 $15M

Little-Morris, LLP filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN841369227
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Little - Morris, LLP Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Little - Morris, LLP Profit Sharing Plan, Total assets ($B): 0.012487114 · Participants: 35Little - Morris, LLP Profit Sharing PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Little - Morris, LLP Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Little - Morris, LLP Profit Sharing Plan side-by-side with 3 peers →

Little - Morris, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan in KY ($12M); by covered participants it is Fuseproject LLC 401(k) Profit Sharing Plan and Trust in CA (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Little - Morris, LLP Profit Sharing Plan assets move in 2023? ▼
Little - Morris, LLP Profit Sharing Plan grew sharply - up 26.7% during 2023, from $10M to $12M. Reported net income was $3M.
How have Little-Morris, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Little-Morris, LLP's sponsor-wide assets grew 51.7%, from $10M to $15M.
Which 401(k) plans are similar in size to Little - Morris, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan in KY ($12M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Little - Morris, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fuseproject LLC 401(k) Profit Sharing Plan and Trust in CA (35 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841369227.

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.