401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$70M
Total assets Below avg plan size
489
Participants Below avg headcount
89th
Percentile by assets National rank
$142,135
Avg per participant Near avg balance/head
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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.

  • #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.

#5,695
in Wholesale Trade (6,309 peers)
+11.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Morris & Dickson Co., LLC 401(k) Plan's outsized position 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

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 & Dickson Co., LLC 401(k) 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 & Dickson Co., LLC 401(k) Plan sits mid-pack in the medium band (489 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 720266645 · Morris & Dickson Co., LLC PY 2023 · 401(k)

Morris & Dickson Co., LLC 401(k) Plan · $70M · 489 · 89th

  • PART $70M
  • TYPE 489
  • NET 89th
  • BOOK 401(k)
  • VS-ST near Digitalocean, LLC 401(k) Plan
  • BOY ind #5695

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 Wholesale Trade retirement plans → · Plans in Louisiana →

Morris & Dickson Co., LLC 401(k) Plan in the asset neighbourhood

Innovage 401(k) Plan$70MDigitalocean, LLC 401(k) Plan$70MEating Recovery Center 401(k) PlanEating Recovery Center 401(k…$70MMorris & Dickson Co., LLC 401(k) PlanMorris & Dickson Co., LLC 40…$70MDome Construction Corporation Salary Deferral PlanDome Construction Corporatio…$69M
End-of-year total assets ($M) among Morris & Dickson Co., LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$70M
Net Income$7M
Employer EIN720266645
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Morris & Dickson Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$76M 21.4598711264964% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.2M $75.5M ▲ +21.5%
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 Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Morris & Dickson Co., LLC 401(k) Plan, Total assets ($B): 0.069503918 · Participants: 489Morris & Dickson Co., LLC 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Morris & Dickson Co., LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Morris & Dickson Co., LLC 401(k) Plan side-by-side with 3 peers →

Morris & Dickson Co., LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Digitalocean, LLC 401(k) Plan in NY ($70M); by covered participants it is Lusamerica 401(k) Plan in CA (489 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (489 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 & 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).
Which 401(k) plans cover a similar participant headcount to Morris & Dickson Co., LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lusamerica 401(k) Plan in CA (489 participants, $7M 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 720266645.

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.