401(k) · DOL Form 5500 · 2023

Scott I. Morrison, Opt, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$839,531
Avg per participant High balance/head
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Official DOL plan name: Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Scott I. Morrison, Opt, P.C. · New York · Healthcare & Social Assistance

$2M in assets, 2 participants

Scott I. Morrison, Opt, P.C.'s Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,629 in Healthcare & Social Assistance (17,684 peers)

Scott I. Morrison, Opt, P.C. multi-year trail

Scott I. Morrison, Opt, P.C.'s plans moved +24.5% in assets from 2022 to 2024; this filing shows Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust at $2M / 2 participants.

#4,629
in Healthcare & Social Assistance (17,684 peers)
+13.4%
assets growth YoY

Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,679,061 29th percentile higher than 29% 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

Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust reported net income rose from -$217K in the plan year 2022 filing to $198K in the plan year 2023 filing.
  • Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust reported participants fell from 10 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 141753666 · Scott I. Morrison, Opt, P.C. PY 2023 · 401(k)

Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust · $2M · 2 · 29th

  • SCH $2M
  • SCH 2
  • SCH 29th
  • SCH 401(k)
  • SCH near High Performance Holdings 401(k) Plan
  • SCH ind #4629

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 New York →

Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and TrustScott I. Morrison, Opt, P.C.…$2MHigh Performance Holdings 401(k) PlanHigh Performance Holdings 40…$2MCatawba Valley Healthcare Retirement PlanCatawba Valley Healthcare Re…$2MLeiham Corporation T/a Bayway World of Liquor 401(k) PlanLeiham Corporation T/a Baywa…$2MRochester Homes, Inc.$2M
End-of-year total assets ($M) among Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scott I. Morrison, Opt, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Scott I. Morrison, Opt, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.48010068491671% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.48M $1.84M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 10 $1M
2023 1 2 $2M
2024 1 2 $2M

Scott I. Morrison, Opt, P.C. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$198K
Employer EIN141753666
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001679061 · Participants: 2Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is High Performance Holdings 401(k) Plan in FL ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 13.4% during 2023, from $1M to $2M. Reported net income was $198K.
How have Scott I. Morrison, Opt, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scott I. Morrison, Opt, P.C.'s sponsor-wide assets grew 24.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is High Performance Holdings 401(k) Plan in FL ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 141753666.

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.