401(k) · DOL Form 5500 · 2023
Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $264,705
- Avg per participant High balance/head
Official DOL plan name: Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan · Sponsored by Morrow, Tompkins, Trueblood & Lefevre, LLC · Pennsylvania · Professional & Technical Services
$1M in assets, 4 participants
Morrow, Tompkins, Trueblood & Lefevre, LLC's Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,942 in Professional & Technical Services (20,321 peers)
Morrow, Tompkins, Trueblood & Lefevre, LLC multi-year trail
Morrow, Tompkins, Trueblood & Lefevre, LLC's plans moved -16.1% in assets from 2022 to 2024; this filing shows Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan at $1M / 4 participants.
- #3,942
- in Professional & Technical Services (20,321 peers)
- -26.4%
- assets change YoY
The plan reported a net loss of $380K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan among the smaller filed plans by assets
Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,058,819 24th percentile higher than 24% 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
Morrow, Tompkins, Trueblood & Lefevre, LLC 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. Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan reported net income fell from -$282K in the plan year 2022 filing to -$380K in the plan year 2023 filing.
- Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 204831454 · Morrow, Tompkins, Trueblood & Lefevre, LLC PY 2023 · 401(k)
Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan · $1M · 4 · 24th
- BOOK $1M
- BOOK 4
- BOOK 24th
- BOOK 401(k)
- BOOK near Medieasy Software 401(k) Plan
- BOOK ind #3942
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 Pennsylvania →
Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan in the asset neighbourhood
Morrow, Tompkins, Trueblood & Lefevre, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Morrow, Tompkins, Trueblood & Lefevre, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 16.121179691734653% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 3 | $1M |
Morrow, Tompkins, Trueblood & Lefevre, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$380K |
| Employer EIN | 204831454 |
| Plan Effective Date | 2007-01-05 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Medieasy Software 401(k) Plan in TX ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.