401(k) · DOL Form 5500 · 2023

Morris Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
20
Participants Small participant base
67th
Percentile by assets National rank
$732,237
Avg per participant High balance/head
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Official DOL plan name: Morris Associates, Inc. Profit Sharing 401(k) Trust · Sponsored by Morris Associates, Inc. · Michigan · Wholesale Trade

$15M in assets, 20 participants

Morris Associates, Inc.'s Morris Associates, Inc. Profit Sharing 401(k) Trust reported $15M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,851 in Wholesale Trade (6,309 peers)

Morris Associates, Inc. multi-year trail

Morris Associates, Inc.'s plans moved +32.3% in assets from 2022 to 2024; this filing shows Morris Associates, Inc. Profit Sharing 401(k) Trust at $15M / 20 participants.

#3,851
in Wholesale Trade (6,309 peers)
+29.3%
assets growth YoY

Morris Associates, Inc. Profit Sharing 401(k) Trust's outsized position by total assets

Morris Associates, Inc. Profit Sharing 401(k) Trust vs every filed plan by assets

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

$14,644,742 Top 33% higher than 67% 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 Associates, Inc. Profit Sharing 401(k) Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morris Associates, Inc. Profit Sharing 401(k) Trust is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morris Associates, Inc. Profit Sharing 401(k) Trust reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Morris Associates, Inc. Profit Sharing 401(k) Trust end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Morris Associates, Inc. Profit Sharing 401(k) Trust reported participants rose from 18 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 381675733 · Morris Associates, Inc. PY 2023 · 401(k)

Morris Associates, Inc. Profit Sharing 401(k) Trust · $15M · 20 · 67th

  • TYPE $15M
  • NET 20
  • BOOK 67th
  • VS-ST 401(k)
  • BOY near Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan
  • SCH ind #3851

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 Michigan →

Morris Associates, Inc. Profit Sharing 401(k) Trust in the asset neighbourhood

Price Transfer, Inc. Employees' 401(k) Profit Sharing PlanPrice Transfer, Inc. Employe…$15MSinclair Communications, Inc. 401(k) Profit Sharing PlanSinclair Communications, Inc…$15MOmaha Track, Inc. 401(k) Plan$15MSafe-Harbor 401(k) Ps Plan for Ees of HsaSafe-Harbor 401(k) Ps Plan f…$15MMorris Associates, Inc. Profit Sharing 401(k) TrustMorris Associates, Inc. Prof…$15M
End-of-year total assets ($M) among Morris Associates, Inc. Profit Sharing 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Morris Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morris Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 32.3396159595961% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.3M $15M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 18 $11M
2023 1 20 $15M
2024 1 22 $15M

Morris Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN381675733
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Morris Associates, Inc. Profit Sharing 401(k) Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Morris Associates, Inc. Profit Sharing 401(k) Trust, Total assets ($B): 0.014644742 · Participants: 20Morris Associates, Inc. Profit Sharing 401(k) TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Morris Associates, Inc. Profit Sharing 401(k) Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Morris Associates, Inc. Profit Sharing 401(k) Trust side-by-side with 3 peers →

Morris Associates, Inc. Profit Sharing 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan in CA ($15M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Associates, Inc. Profit Sharing 401(k) Trust assets move in 2023? ▼
Morris Associates, Inc. Profit Sharing 401(k) Trust grew sharply - up 29.3% during 2023, from $11M to $15M. Reported net income was $3M.
How have Morris Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris Associates, Inc.'s sponsor-wide assets grew 32.3%, from $11M to $15M.
Which 401(k) plans are similar in size to Morris Associates, Inc. Profit Sharing 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan in CA ($15M, 294 participants).
Which 401(k) plans cover a similar participant headcount to Morris Associates, Inc. Profit Sharing 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 381675733.

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.