401(k) · DOL Form 5500 · 2023
S. a. Morman and Company 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $104,000
- Avg per participant Below avg balance/head
Official DOL plan name: S. a. Morman & Company Profit Sharing 401(k) Plan · Sponsored by S. a. Morman and Company · Michigan · Professional & Technical Services
$8M in assets, 78 participants
S. a. Morman and Company's S. a. Morman & Company Profit Sharing 401(k) Plan reported $8M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,673 in Professional & Technical Services (20,321 peers)
S. a. Morman and Company multi-year trail
S. a. Morman and Company's plans moved -16.1% in assets from 2022 to 2024; this filing shows S. a. Morman & Company Profit Sharing 401(k) Plan at $8M / 78 participants.
- #10,673
- in Professional & Technical Services (20,321 peers)
- -23.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
S. a. Morman & Company Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
S. a. Morman & Company Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,111,981 Top 46% higher than 54% 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
S. a. Morman & Company Profit Sharing 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S. a. Morman & Company Profit Sharing 401(k) Plan is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- S. a. Morman & Company Profit Sharing 401(k) Plan reported net income fell from -$2M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- S. a. Morman & Company Profit Sharing 401(k) Plan end-of-year assets fell from $11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- S. a. Morman & Company Profit Sharing 401(k) Plan reported participants rose from 77 in the plan year 2022 filing to 78 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 381606089 · S. a. Morman and Company PY 2023 · 401(k)
S. a. Morman & Company Profit Sharing 401(k) Plan · $8M · 78 · 54th
- EOY $8M
- EOY 78
- EOY 54th
- EOY 401(k)
- EOY near Chestnut Ridge Transport., Inc. Employees 401(k) Prof Shrg Plan
- EOY ind #10673
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 Michigan →
S. a. Morman & Company Profit Sharing 401(k) Plan in the asset neighbourhood
S. a. Morman and Company multi-year asset trail
Sponsor-wide plan assets over time
All S. a. Morman and Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 16.092981561535556% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 77 | $11M |
| 2023 | 1 | 78 | $8M |
| 2024 | 1 | 83 | $9M |
S. a. Morman and Company filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 381606089 |
| Plan Effective Date | 1964-04-30 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
S. a. Morman & Company Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Chestnut Ridge Transport., Inc. Employees 401(k) Prof Shrg Plan in NY ($8M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 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.