401(k) · DOL Form 5500 · 2023
Morse Bolduc Nardulli & Buntin, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $145,604
- Avg per participant Above avg balance/head
Official DOL plan name: Morse Bolduc Nardulli & Buntin, LLC 401(k) Plan · Sponsored by Morse Bolduc Nardulli & Buntin, LLC · Illinois · Professional & Technical Services
$2M in assets, 16 participants
Morse Bolduc Nardulli & Buntin, LLC's Morse Bolduc Nardulli & Buntin, LLC 401(k) Plan reported $2M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,796 in Professional & Technical Services (20,321 peers)
Morse Bolduc Nardulli & Buntin, LLC multi-year trail
Morse Bolduc Nardulli & Buntin, LLC's plans moved +75.3% in assets from 2022 to 2024; this filing shows Morse Bolduc Nardulli & Buntin, LLC 401(k) Plan at $2M / 16 participants.
- #5,796
- in Professional & Technical Services (20,321 peers)
- +30.1%
- assets growth YoY
Morse Bolduc Nardulli & Buntin, LLC 401(k) Plan among the smaller filed plans by assets
Morse Bolduc Nardulli & Buntin, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,329,659 32nd percentile higher than 32% 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
Morse Bolduc Nardulli & Buntin, LLC 401(k) 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. Morse Bolduc Nardulli & Buntin, LLC 401(k) Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morse Bolduc Nardulli & Buntin, LLC 401(k) Plan reported net income rose from -$442K in the plan year 2022 filing to $538K in the plan year 2023 filing.
- Morse Bolduc Nardulli & Buntin, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 364188949 · Morse Bolduc Nardulli & Buntin, LLC PY 2023 · 401(k)
Morse Bolduc Nardulli & Buntin, LLC 401(k) Plan · $2M · 16 · 32nd
- NET $2M
- BOOK 16
- VS-ST 32nd
- BOY 401(k)
- SCH near Colorado Real Estate Journal, Inc. Profit Sharing Plan and Trust
- EBSA ind #5796
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 Illinois →
Morse Bolduc Nardulli & Buntin, LLC 401(k) Plan in the asset neighbourhood
Morse Bolduc Nardulli & Buntin, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Morse Bolduc Nardulli & Buntin, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 75.30559903887595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $2M |
| 2023 | 1 | 16 | $2M |
| 2024 | 1 | 13 | $3M |
Morse Bolduc Nardulli & Buntin, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $538K |
| Employer EIN | 364188949 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Morse Bolduc Nardulli & Buntin, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Colorado Real Estate Journal, Inc. Profit Sharing Plan and Trust in CO ($2M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 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.