401(k) · DOL Form 5500 · 2023

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
24th
Percentile by assets National rank
$106,494
Avg per participant Below avg balance/head
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Official DOL plan name: Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan · Sponsored by Sarah J. Morris, D.D.S., P.L.L.C. · Texas · Healthcare & Social Assistance

$1M in assets, 10 participants

Sarah J. Morris, D.D.S., P.L.L.C.'s Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,557 in Healthcare & Social Assistance (17,684 peers)

Sarah J. Morris, D.D.S., P.L.L.C. multi-year trail

Sarah J. Morris, D.D.S., P.L.L.C.'s plans moved +26.1% in assets from 2022 to 2023; this filing shows Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan at $1M / 10 participants.

#3,557
in Healthcare & Social Assistance (17,684 peers)
+26.1%
assets growth YoY

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan among the smaller filed plans by assets

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan vs every filed plan by assets

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

$1,064,941 24th percentile higher than 24% 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

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan reported net income rose from -$181K in the plan year 2022 filing to $220K in the plan year 2023 filing.
  • Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan end-of-year assets rose from $845K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205256302 · Sarah J. Morris, D.D.S., P.L.L.C. PY 2023 · 401(k)

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan · $1M · 10 · 24th

  • PART $1M
  • PART 10
  • PART 24th
  • PART 401(k)
  • PART near Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust
  • PART ind #3557

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 Texas →

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan in the asset neighbourhood

Farris Fab. & Machine 401(k) PlanFarris Fab. & Machine 401(k)…$1MGoodson Wachtel and Petrulis 401(k) PlanGoodson Wachtel and Petrulis…$1MSarah J. Morris, D.D.S., P.L.L.C. 401(k) PlanSarah J. Morris, D.D.S., P.L…$1MBeveridge Business Systems, Inc. 401(k) Profit Sharing Plan and TrustBeveridge Business Systems, …$1MPearl Business Inc 401(k) PlanPearl Business Inc 401(k) Pl…$1M
End-of-year total assets ($M) among Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sarah J. Morris, D.D.S., P.L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Sarah J. Morris, D.D.S., P.L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.057014070636086% vs 2022
2023 filing year
$0.8M$0.9M$1M$1.1M 20222023 $0.84M $1.06M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 9 $845K
2023 1 10 $1M

Sarah J. Morris, D.D.S., P.L.L.C. filing trail (2023)

Total Assets (Beginning of Year)$845K
Net Assets (End of Year)$1M
Net Income$220K
Employer EIN205256302
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan, Total assets ($B): 0.001064941 · Participants: 10Sarah J. Morris, D.D.S., P.L.L.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan side-by-side with 3 peers →

Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust in IL ($1M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan assets move in 2023? ▼
Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan grew sharply - up 26.1% during 2023, from $845K to $1M. Reported net income was $220K.
How have Sarah J. Morris, D.D.S., P.L.L.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sarah J. Morris, D.D.S., P.L.L.C.'s sponsor-wide assets grew 26.1%, from $845K to $1M.
Where does Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust in IL ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 205256302.

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.