401(k) · DOL Form 5500 · 2023

Morris & Dickson Co., LLC 401(k) Plan

Data updated 2026-08-11

$70M
Total assets: 489
Participants: 89th
Percentile by assets: $142,135
Avg per participant

Official DOL plan name: Morris & Dickson Co., LLC 401(k) Plan · Sponsored by Morris & Dickson Co., LLC · Louisiana · Wholesale Trade

$70M in assets, 489 participants

Morris & Dickson Co., LLC's Morris & Dickson Co., LLC 401(k) Plan reported $70M in total assets and 489 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 127,072 plans)
#5,695 in Wholesale Trade (6,309 peers)

Where Morris & Dickson Co., LLC 401(k) Plan sits by assets

Morris & Dickson Co., LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $70M for 489 participants (~$142,135/participant), up 11.8% in 2023.

$70M
total plan assets (2023 EOY): 489
covered participants: 89th
percentile by assets (of 127,072 plans): $142,135
avg assets per participant

Where Morris & Dickson Co., LLC 401(k) Plan sits by total assets

Morris & Dickson Co., LLC 401(k) Plan vs every filed plan by assets

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

$69,503,918 Top 11% higher than 89% 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

Morris & Dickson Co., LLC 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Morris & Dickson Co., LLC 401(k) Plan end-of-year assets rose from $62M in the plan year 2022 filing to $70M in the plan year 2023 filing.
Morris & Dickson Co., LLC 401(k) Plan reported participants fell from 539 in the plan year 2022 filing to 489 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Louisiana

Industry

Wholesale Trade

Morris & Dickson Co., LLC 401(k) Plan vs the 2023 asset distribution

By assets, Morris & Dickson Co., LLC 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$62M
Net Assets (End of Year)	$70M
Net Income	$7M
Employer EIN	720266645
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Morris & Dickson Co., LLC)

Total plan assets by year, all Morris & Dickson Co., LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	539	$62M
2023	1	489	$70M
2024	1	549	$76M

Nearby 401(k) Plans in Louisiana

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

Morris & Dickson Co., LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Lumen 401(k) Savings Plan $7.1B · 24,522
Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
Amedisys Holding, LLC 401(k) Plan $849M · 20,100

Compare Morris & Dickson Co., LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Morris & Dickson Co., LLC 401(k) Plan by total assets, not by location.

Digitalocean, LLC 401(k) Plan (NY) $70M · 657
Eating Recovery Center 401(k) Plan (CO) $70M · 2,096
Dome Construction Corporation Salary Deferral Plan (CA) $69M · 218
Innovage 401(k) Plan (CO) $70M · 2,075

Frequently Asked Questions

How did Morris & Dickson Co., LLC 401(k) Plan assets move in 2023? ▼

Morris & Dickson Co., LLC 401(k) Plan grew at a solid clip - up 11.8% during 2023, from $62M to $70M. Reported net income was $7M.

How have Morris & Dickson Co., LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Morris & Dickson Co., LLC's sponsor-wide assets grew 21.5%, from $62M to $76M.

Where does Morris & Dickson Co., LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Morris & Dickson Co., LLC 401(k) Plan ranks in the 89th 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 & Dickson Co., LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Digitalocean, LLC 401(k) Plan in NY ($70M, 657 participants).

Next read for Morris & Dickson Co., LLC 401(k) Plan

Scale reading

Ways to act on Morris & Dickson Co., LLC 401(k) Plan's numbers.

By total assets, Morris & Dickson Co., LLC 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Louisiana. Compare plans
Morris & Dickson Co., LLC's sponsor-wide assets have grown 21.5% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 720266645.