401(k) · DOL Form 5500 · 2023
The Morris Investment Company 401(k) Plan
Data updated 2026-08-25
- $870K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $144,961
- Avg per participant Above avg balance/head
Official DOL plan name: The Morris Investment 401(k) Profit Sharing Plan · Sponsored by The Morris Investment Company · Ohio · Finance & Insurance
$870K in assets, 6 participants
The Morris Investment Company's The Morris Investment 401(k) Profit Sharing Plan reported $870K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,257 in Finance & Insurance (8,869 peers)
2023 asset change
The Morris Investment 401(k) Profit Sharing Plan pulled back noticeably 8.6% in 2023 ($951K → $870K) for 6 participants.
- #1,257
- in Finance & Insurance (8,869 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $81K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Morris Investment 401(k) Profit Sharing Plan among the smaller filed plans by assets
The Morris Investment 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$869,763 22nd percentile higher than 22% 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
The Morris Investment 401(k) Profit Sharing 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. The Morris Investment 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Morris Investment 401(k) Profit Sharing Plan reported net income rose from -$362K in the plan year 2022 filing to -$81K in the plan year 2023 filing.
- The Morris Investment 401(k) Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- The Morris Investment 401(k) Profit Sharing Plan end-of-year assets fell from $951K in the plan year 2022 filing to $870K in the plan year 2023 filing.
DOL schedule card
Filing strip 310516365 · The Morris Investment Company PY 2023 · 401(k)
The Morris Investment 401(k) Profit Sharing Plan · $870K · 6 · 22nd
- PART $870K
- PART 6
- PART 22nd
- PART 401(k)
- PART near 403(b) Thrift Plan for Employees of Family Service Association
- PART ind #1257
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 Finance & Insurance retirement plans → · Plans in Ohio →
The Morris Investment 401(k) Profit Sharing Plan in the asset neighbourhood
The Morris Investment Company years around the 2023 move
Sponsor-wide plan assets over time
All The Morris Investment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $933K 1.928184079549684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $951K |
| 2023 | 1 | 6 | $870K |
| 2024 | 1 | 5 | $933K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $951K |
|---|---|
| Net Assets (End of Year) | $870K |
| Net Income | -$81K |
| Employer EIN | 310516365 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
The Morris Investment 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Family Service Association in CA ($870K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($870K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.