401(k) · DOL Form 5500 · 2023

Morton Williams, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
25th
Percentile by assets National rank
$126,008
Avg per participant Near avg balance/head
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Official DOL plan name: Morton Williams, Inc. Profit Sharing Plan · Sponsored by Morton Williams, Inc. · Georgia · Other Services

$1M in assets, 9 participants

Morton Williams, Inc.'s Morton Williams, Inc. Profit Sharing Plan reported $1M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,881 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Morton Williams, Inc. Profit Sharing Plan ranks #3,881 of 7,857 2023 filers by assets (1770% of the sector average)-$1M for 9 participants.

#3,881
in Other Services (7,857 peers)
+12.1%
assets growth YoY

Morton Williams, Inc. Profit Sharing Plan among the smaller filed plans by assets

Morton Williams, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,134,075 25th percentile higher than 25% 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

Morton Williams, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morton Williams, Inc. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morton Williams, Inc. Profit Sharing Plan reported net income rose from -$11K in the plan year 2022 filing to $123K in the plan year 2023 filing.
  • Morton Williams, Inc. Profit Sharing Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Morton Williams, Inc. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271496991 · Morton Williams, Inc. PY 2023 · 401(k)

Morton Williams, Inc. Profit Sharing Plan · $1M · 9 · 25th

  • PCT $1M
  • EIN 9
  • RANK 25th
  • PHOTO 401(k)
  • IND near Psc 401(k) Plan
  • EOY ind #3881

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 Other Services retirement plans → · Plans in Georgia →

Morton Williams, Inc. Profit Sharing Plan in the asset neighbourhood

Morton Williams, Inc. Profit Sharing PlanMorton Williams, Inc. Profit…$1MPsc 401(k) Plan$1MWest View Savings Bank Employee's Profit Sharing/401(k) Plan and TrustWest View Savings Bank Emplo…$1MInterboro Attorney Services 401(k) PlanInterboro Attorney Services …$1MStg Auto Group Retirement Savings Plan 401(k) PlanStg Auto Group Retirement Sa…$1M
End-of-year total assets ($M) among Morton Williams, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$123K
Employer EIN271496991
Plan Effective Date2009-03-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Morton Williams, Inc.)

Sponsor-wide plan assets over time

All Morton Williams, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.0237558440325607% vs 2022
2024 filing year
$0.95M$1M$1.05M$1.1M$1.15M 202220232024 $1.01M $1.03M ▲ +2.0%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 9 $1M
2024 1 12 $1M

Nearby 401(k) Plans in Georgia

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

Morton Williams, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Morton Williams, Inc. Profit Sharing Plan, Total assets ($B): 0.001134075 · Participants: 9Morton Williams, Inc. Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Morton Williams, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Morton Williams, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Psc 401(k) Plan in MA ($1M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Morton Williams, Inc. Profit Sharing Plan assets move in 2023? ▼
Morton Williams, Inc. Profit Sharing Plan grew at a solid clip - up 12.1% during 2023, from $1M to $1M. Reported net income was $123K.
How have Morton Williams, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morton Williams, Inc.'s sponsor-wide assets grew 2.0%, from $1M to $1M.
Where does Morton Williams, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Morton Williams, Inc. Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Morton Williams, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Psc 401(k) Plan in MA ($1M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Morton Williams, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 271496991.

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.