Profit Sharing · DOL Form 5500 · 2023

Morris & Bressler, P.S.C. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
35th
Percentile by assets National rank
$469,457
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morris & Bressler, P.S.C. Profit Sharing Plan · Sponsored by Morris & Bressler, P.S.C. · Kentucky · Professional & Technical Services

$3M in assets, 6 participants

Morris & Bressler, P.S.C.'s Morris & Bressler, P.S.C. Profit Sharing Plan reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,397 in Professional & Technical Services (20,321 peers)

Morris & Bressler, P.S.C. multi-year trail

Morris & Bressler, P.S.C.'s plans moved +14.9% in assets from 2022 to 2024; this filing shows Morris & Bressler, P.S.C. Profit Sharing Plan at $3M / 6 participants.

#6,397
in Professional & Technical Services (20,321 peers)
-0.9%
assets change YoY

The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morris & Bressler, P.S.C. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Morris & Bressler, P.S.C. Profit Sharing Plan vs every filed plan by assets

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

$2,816,743 35th percentile higher than 35% 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

Morris & Bressler, P.S.C. 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. Morris & Bressler, P.S.C. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morris & Bressler, P.S.C. Profit Sharing Plan reported net income rose from -$542K in the plan year 2022 filing to -$25K in the plan year 2023 filing.
  • Morris & Bressler, P.S.C. Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610923411 · Morris & Bressler, P.S.C. PY 2023 · Profit Sharing

Morris & Bressler, P.S.C. Profit Sharing Plan · $3M · 6 · 35th

  • RANK $3M
  • RANK 6
  • RANK 35th
  • RANK Profit Sharing
  • RANK near Rio Mar Hospitality Management Puerto Rico Retirement Plan
  • RANK ind #6397

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 Kentucky →

Morris & Bressler, P.S.C. Profit Sharing Plan in the asset neighbourhood

Morris & Bressler, P.S.C. Profit Sharing PlanMorris & Bressler, P.S.C. Pr…$3MRio Mar Hospitality Management Puerto Rico Retirement PlanRio Mar Hospitality Manageme…$3MAlbert Nemez, Md PC - Profit Sharing PlanAlbert Nemez, Md PC - Profit…$3M401(a) Thrift Plan of Achieve Human Services, Inc.401(a) Thrift Plan of Achiev…$3MPeerless Umbrella Co., Inc. Profit Sharing PlanPeerless Umbrella Co., Inc. …$3M
End-of-year total assets ($M) among Morris & Bressler, P.S.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Morris & Bressler, P.S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Morris & Bressler, P.S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.875814647467028% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.84M $3.26M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 6 $3M
2024 1 6 $3M

Morris & Bressler, P.S.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$25K
Employer EIN610923411
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Morris & Bressler, P.S.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Morris & Bressler, P.S.C. Profit Sharing Plan, Total assets ($B): 0.002816743 · Participants: 6Morris & Bressler, P.S.C. Profit Sharing PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.614894735 · Participants: 28336Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.279364442 · Participants: 1293IBEW Local 150 Supplemental Pension FundCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.08314617 · Participants: 2989Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.043440542 · Participants: 540Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.037148236 · Participants: 215Ball Homes, LLC Retirement Plan
Morris & Bressler, P.S.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Morris & Bressler, P.S.C. Profit Sharing Plan side-by-side with 3 peers →

Morris & Bressler, P.S.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Rio Mar Hospitality Management Puerto Rico Retirement Plan in PR ($3M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Morris & Bressler, P.S.C. Profit Sharing Plan assets move in 2023? ▼
Morris & Bressler, P.S.C. Profit Sharing Plan held essentially flat - down 0.9% during 2023, from $3M to $3M. Reported net income was -$25K.
How have Morris & Bressler, P.S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris & Bressler, P.S.C.'s sponsor-wide assets grew 14.9%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Morris & Bressler, P.S.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rio Mar Hospitality Management Puerto Rico Retirement Plan in PR ($3M, 439 participants).
Which Profit Sharing plans cover a similar participant headcount to Morris & Bressler, P.S.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 610923411.

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.