Profit Sharing · DOL Form 5500 · 2023

J. J. Morris & Sons, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
43rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust · Sponsored by J. J. Morris & Sons, Inc. · Pennsylvania · Construction

$5M in assets, 4 participants

J. J. Morris & Sons, Inc.'s J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,734 in Construction (9,030 peers)

J. J. Morris & Sons, Inc. multi-year trail

J. J. Morris & Sons, Inc.'s plans moved +3071.2% in assets from 2022 to 2024; this filing shows J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust at $5M / 4 participants.

#3,734
in Construction (9,030 peers)
+2788.3%
assets growth YoY

J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust's mid-pack asset rank among Construction and all filers

J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust vs every filed plan by assets

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

$4,748,945 43rd percentile higher than 43% 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

J. J. Morris & Sons, Inc. Salaried Employees Retirement 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. J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust reported net income rose from -$23K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust end-of-year assets rose from $164K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust reported participants fell from 6 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 250941059 · J. J. Morris & Sons, Inc. PY 2023 · Profit Sharing

J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust · $5M · 4 · 43rd

  • BOY $5M
  • SCH 4
  • EBSA 43rd
  • PART Profit Sharing
  • TYPE near Child Start, Inc. 403(b) Retirement Plan and Trust
  • NET ind #3734

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 Construction retirement plans → · Plans in Pennsylvania →

J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust in the asset neighbourhood

J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and TrustJ. J. Morris & Sons, Inc. Sa…$5MChild Start, Inc. 403(b) Retirement Plan and TrustChild Start, Inc. 403(b) Ret…$5MJohn L Duran Profit Sharing PlanJohn L Duran Profit Sharing …$5MHope for Youth, Inc. Retirement PlanHope for Youth, Inc. Retirem…$5MAc Davidson Gulf Coast Inc. Retirement PlanAc Davidson Gulf Coast Inc. …$5M
End-of-year total assets ($M) among J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

J. J. Morris & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J. J. Morris & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3071.193543286015% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.16M $5.21M ▲ +3156.3%
Year Plans Participants Total Assets
2022 1 6 $164K
2023 1 4 $5M
2024 1 4 $5M

J. J. Morris & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$164K
Net Assets (End of Year)$5M
Net Income$5M
Employer EIN250941059
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust, Total assets ($B): 0.004748945 · Participants: 4J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and TrustEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust side-by-side with 3 peers →

J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Child Start, Inc. 403(b) Retirement Plan and Trust in KS ($5M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust assets move in 2023? ▼
J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust surged - up 2788.3% during 2023, from $164K to $5M. Reported net income was $5M.
How have J. J. Morris & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. J. Morris & Sons, Inc.'s sponsor-wide assets grew 3071.2%, from $164K to $5M.
Which Profit Sharing plans are similar in size to J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Child Start, Inc. 403(b) Retirement Plan and Trust in KS ($5M, 179 participants).
Which Profit Sharing plans cover a similar participant headcount to J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 250941059.

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.