Profit Sharing · DOL Form 5500 · 2023
Morse, Morse & Morse, Inc. a Law Corporation Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan · Sponsored by Morse, Morse & Morse, Inc. a Law Corporation · California · Professional & Technical Services
$7M in assets, 4 participants
Morse, Morse & Morse, Inc. a Law Corporation's Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan reported $7M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #10,131 in Professional & Technical Services (20,321 peers)
Morse, Morse & Morse, Inc. a Law Corporation multi-year trail
Morse, Morse & Morse, Inc. a Law Corporation's plans moved +28.0% in assets from 2022 to 2024; this filing shows Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan at $7M / 4 participants.
- #10,131
- in Professional & Technical Services (20,321 peers)
- +13.2%
- assets growth YoY
Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,169,878 Top 49% higher than 51% 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, Morse & Morse, a Law Corporation 401(k) 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. Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $834K in the plan year 2023 filing.
- Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 942777186 · Morse, Morse & Morse, Inc. a Law Corporation PY 2023 · Profit Sharing
Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan · $7M · 4 · 51st
- PART $7M
- TYPE 4
- NET 51st
- BOOK Profit Sharing
- VS-ST near Lynn Community Health Center Retirement Plan
- BOY ind #10131
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 California →
Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Morse, Morse & Morse, Inc. a Law Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Morse, Morse & Morse, Inc. a Law Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 27.97592600455235% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $6M |
| 2023 | 1 | 4 | $7M |
| 2024 | 1 | 6 | $8M |
Morse, Morse & Morse, Inc. a Law Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $834K |
| Employer EIN | 942777186 |
| Plan Effective Date | 1986-10-06 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Lynn Community Health Center Retirement Plan in MA ($7M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.