401(k) · DOL Form 5500 · 2023

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
621
Participants Below avg headcount
55th
Percentile by assets National rank
$13,649
Avg per participant Low balance/head
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Official DOL plan name: Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan · Sponsored by Morrison, Ekre & Bart Management Services, Inc. · Arizona · Real Estate

$8M in assets, 621 participants

Morrison, Ekre & Bart Management Services, Inc.'s Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan reported $8M in total assets and 621 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,465 in Real Estate (4,727 peers)

Morrison, Ekre & Bart Management Services, Inc. multi-year trail

Morrison, Ekre & Bart Management Services, Inc.'s plans moved +121.6% in assets from 2022 to 2024; this filing shows Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan at $8M / 621 participants.

#3,465
in Real Estate (4,727 peers)
+28.8%
assets growth YoY

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan vs every filed plan by assets

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

$8,476,017 Top 45% higher than 55% 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

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan sits mid-pack in the medium band (621 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan reported net income rose from -$794K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan reported participants rose from 588 in the plan year 2022 filing to 621 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860845708 · Morrison, Ekre & Bart Management Services, Inc. PY 2023 · 401(k)

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan · $8M · 621 · 55th

  • 5500 $8M
  • 5500 621
  • 5500 55th
  • 5500 401(k)
  • 5500 near Spectra Aerospace and Defense 401(k) Plan
  • 5500 ind #3465

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 Real Estate retirement plans → · Plans in Arizona →

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan in the asset neighbourhood

Morrison, Ekre & Bart Management Services, Inc. 401(k) PlanMorrison, Ekre & Bart Manage…$8MSpectra Aerospace and Defense 401(k) PlanSpectra Aerospace and Defens…$8MInfrastripe, LLC 401(k) Profit Sharing PlanInfrastripe, LLC 401(k) Prof…$8MCustomized Distribution Services, Inc. 401(k) PlanCustomized Distribution Serv…$8MPrice, Meese, Shulman & Darminio, PC 401(k) PlanPrice, Meese, Shulman & Darm…$8M
End-of-year total assets ($M) among Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Morrison, Ekre & Bart Management Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morrison, Ekre & Bart Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 121.6287415575482% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.58M $14.6M ▲ +121.6%
Year Plans Participants Total Assets
2022 1 588 $7M
2023 1 621 $8M
2024 1 1,077 $15M

Morrison, Ekre & Bart Management Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN860845708
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan, Total assets ($B): 0.008476017 · Participants: 621Morrison, Ekre & Bart Management Services, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan side-by-side with 3 peers →

Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Spectra Aerospace and Defense 401(k) Plan in NM ($8M); by covered participants it is Chapman & Prime 401(k) Profit Sharing Plan in AL (621 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (621 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 Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan assets move in 2023? ▼
Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan grew sharply - up 28.8% during 2023, from $7M to $8M. Reported net income was $2M.
How have Morrison, Ekre & Bart Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrison, Ekre & Bart Management Services, Inc.'s sponsor-wide assets grew 121.6%, from $7M to $15M.
Which 401(k) plans are similar in size to Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spectra Aerospace and Defense 401(k) Plan in NM ($8M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chapman & Prime 401(k) Profit Sharing Plan in AL (621 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 860845708.

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.