401(k) · DOL Form 5500 · 2023

Morse, Barnes-Brown & Pendleton, P.C. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
66
Participants Small participant base
73rd
Percentile by assets National rank
$308,013
Avg per participant High balance/head
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Official DOL plan name: Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan · Sponsored by Morse, Barnes-Brown & Pendleton, P.C. · Massachusetts · Professional & Technical Services

$20M in assets, 66 participants

Morse, Barnes-Brown & Pendleton, P.C.'s Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan reported $20M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,801 in Professional & Technical Services (20,321 peers)

Morse, Barnes-Brown & Pendleton, P.C. multi-year trail

Morse, Barnes-Brown & Pendleton, P.C.'s plans moved +29.3% in assets from 2022 to 2024; this filing shows Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan at $20M / 66 participants.

#14,801
in Professional & Technical Services (20,321 peers)
+16.7%
assets growth YoY

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan's outsized position by total assets

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan vs every filed plan by assets

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

$20,328,858 Top 27% higher than 73% 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

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing 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. Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043193655 · Morse, Barnes-Brown & Pendleton, P.C. PY 2023 · 401(k)

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan · $20M · 66 · 73rd

  • 5500 $20M
  • 5500 66
  • 5500 73rd
  • 5500 401(k)
  • 5500 near R & S 401(k) Profit Sharing Plan
  • 5500 ind #14801

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 Massachusetts →

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan in the asset neighbourhood

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing PlanMorse, Barnes-Brown & Pendle…$20MR & S 401(k) Profit Sharing PlanR & S 401(k) Profit Sharing …$20MQuality Integrated Services, Inc. 401(k) PlanQuality Integrated Services,…$20MAlign Communications, Inc. Profit Sharing Plan & TrustAlign Communications, Inc. P…$20MH.J. Baker and Bro., LLC 401(k) Savings PlanH.J. Baker and Bro., LLC 401…$20M
End-of-year total assets ($M) among Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Morse, Barnes-Brown & Pendleton, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Morse, Barnes-Brown & Pendleton, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 29.28414447982935% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $22.5M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 66 $17M
2023 1 66 $20M
2024 1 64 $23M

Morse, Barnes-Brown & Pendleton, P.C. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN043193655
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan, Total assets ($B): 0.020328858 · Participants: 66Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan side-by-side with 3 peers →

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is R & S 401(k) Profit Sharing Plan in CA ($20M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan assets move in 2023? ▼
Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan grew sharply - up 16.7% during 2023, from $17M to $20M. Reported net income was $3M.
How have Morse, Barnes-Brown & Pendleton, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morse, Barnes-Brown & Pendleton, P.C.'s sponsor-wide assets grew 29.3%, from $17M to $23M.
Which 401(k) plans are similar in size to Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is R & S 401(k) Profit Sharing Plan in CA ($20M, 349 participants).
Which 401(k) plans cover a similar participant headcount to Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M 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 043193655.

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.