401(k) · DOL Form 5500 · 2023

John Wayne Morris Inc 401(k) Plan

Data updated 2026-08-25

$62K
Total assets Small plan by assets: 3
Participants Small participant base: 4th
Percentile by assets National rank: $20,639
Avg per participant Low balance/head

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Official DOL plan name: John Wayne Morris Inc 401(k) Plan · Sponsored by John Wayne Morris Inc · Indiana · Healthcare & Social Assistance

$62K in assets, 3 participants

John Wayne Morris Inc's John Wayne Morris Inc 401(k) Plan reported $62K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

#553 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

John Wayne Morris Inc 401(k) Plan holds $62K for 3 participants - about $20,639 per participant, among the smaller plans by assets on file.

#553
in Healthcare & Social Assistance (17,684 peers): +0.0%
assets growth YoY

John Wayne Morris Inc 401(k) Plan among the smaller filed plans by assets

John Wayne Morris Inc 401(k) Plan vs every filed plan by assets

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

$61,917 4th percentile higher than 4% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

John Wayne Morris Inc 401(k) 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. John Wayne Morris Inc 401(k) Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

John Wayne Morris Inc 401(k) Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 824942832 · John Wayne Morris Inc PY 2023 · 401(k)

John Wayne Morris Inc 401(k) Plan · $62K · 3 · 4th

PHOTO $62K
IND 3
EOY 4th
5500 401(k)
ASSETS near T&t Weber Hydraulic Inc. 401(k) Plan
PCT ind #553

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among John Wayne Morris Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$62K
Net Assets (End of Year)	$62K
Employer EIN	824942832
Plan Effective Date	2018-03-27
Filing Status	FILING RECEIVED

Sponsor Plan History (John Wayne Morris Inc)

Latest sponsor-wide plan assets: $62K 0% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$62K
2023	1	3	$62K
2024	1	3	$62K

Nearby 401(k) Plans in Indiana

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

John Wayne Morris Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare John Wayne Morris Inc 401(k) Plan side-by-side with 3 peers →

John Wayne Morris Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is T&t Weber Hydraulic Inc. 401(k) Plan in MA ($62K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62K here).

T&t Weber Hydraulic Inc. 401(k) Plan (MA) $62K · 6
Vicki Rorison Interiors Retirement Plan (TX) $62K · 1
Gather and Restore Retirement Plan (VA) $62K · 1
Effex 401(k) Plan (TX) $62K · 300

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

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 John Wayne Morris Inc 401(k) Plan assets move in 2023? ▼

John Wayne Morris Inc 401(k) Plan held essentially flat - up 0.0% during 2023, from $62K to $62K.

How have John Wayne Morris Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), John Wayne Morris Inc's sponsor-wide assets grew 0.0%, from $62K to $62K.

Where does John Wayne Morris Inc 401(k) Plan rank by assets among Form 5500 filers? ▼

John Wayne Morris Inc 401(k) Plan ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to John Wayne Morris Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is T&t Weber Hydraulic Inc. 401(k) Plan in MA ($62K, 6 participants).

Which 401(k) plans cover a similar participant headcount to John Wayne Morris Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 824942832.