401(k) · DOL Form 5500 · 2023

Morris James LLP 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
153
Participants Small participant base
87th
Percentile by assets National rank
$398,622
Avg per participant High balance/head
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Official DOL plan name: Morris James LLP Retirement Plan · Sponsored by Morris James LLP · Delaware · Professional & Technical Services

$61M in assets, 153 participants

Morris James LLP's Morris James LLP Retirement Plan reported $61M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,014 in Professional & Technical Services (20,321 peers)

Coverage in Delaware

Morris James LLP Retirement Plan covers 153 participants in Delaware, about 29% of the average Delaware filer (state average ~536 per filing). Assets: $61M.

#18,014
in Professional & Technical Services (20,321 peers)
+13.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Morris James LLP Retirement Plan's outsized position by total assets

Morris James LLP Retirement Plan vs every filed plan by assets

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

$60,989,130 Top 13% higher than 87% 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 James LLP Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morris James LLP Retirement Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morris James LLP Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Morris James LLP Retirement Plan end-of-year assets rose from $54M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Morris James LLP Retirement Plan reported participants rose from 150 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 510023480 · Morris James LLP PY 2023 · 401(k)

Morris James LLP Retirement Plan · $61M · 153 · 87th

  • EOY $61M
  • EOY 153
  • EOY 87th
  • EOY 401(k)
  • EOY near Silverstein Properties, Inc. 401(k) Retirement Plan
  • EOY ind #18014

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 Delaware →

Morris James LLP Retirement Plan in the asset neighbourhood

Oeconnection 401(k) Plan$61MMorris James LLP Retirement PlanMorris James LLP Retirement …$61MSilverstein Properties, Inc. 401(k) Retirement PlanSilverstein Properties, Inc.…$61MMaryland Emergency Medicine Network 401(k) Profit Sharing Plan and TrustMaryland Emergency Medicine …$61MTrading Technologies 401(k) PlanTrading Technologies 401(k) …$61M
End-of-year total assets ($M) among Morris James LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$61M
Net Income$7M
Employer EIN510023480
Plan Effective Date1969-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris James LLP)

Sponsor-wide plan assets over time

All Morris James LLP plans reported in each filing year

Latest sponsor-wide plan assets
$69M 28.050399619607035% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $53.9M $69M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 150 $54M
2023 1 153 $61M
2024 1 160 $69M

Nearby 401(k) Plans in Delaware

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

Morris James LLP Retirement Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Morris James LLP Retirement Plan, Total assets ($B): 0.06098913 · Participants: 153Morris James LLP Retirement PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Morris James LLP Retirement Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Morris James LLP Retirement Plan side-by-side with 3 peers →

Morris James LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Silverstein Properties, Inc. 401(k) Retirement Plan in NY ($61M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 James LLP Retirement Plan assets move in 2023? ▼
Morris James LLP Retirement Plan grew at a solid clip - up 13.1% during 2023, from $54M to $61M. Reported net income was $7M.
How have Morris James LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris James LLP's sponsor-wide assets grew 28.1%, from $54M to $69M.
Where does Morris James LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Morris James LLP Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morris James LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Silverstein Properties, Inc. 401(k) Retirement Plan in NY ($61M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Morris James LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 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 510023480.

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.