401(k) · DOL Form 5500 · 2023
Morrisette Packaging, Inc. 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 251
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $147,107
- Avg per participant Above avg balance/head
Official DOL plan name: Morrisette Packaging, Inc. Profit Sharing Plan · Sponsored by Morrisette Packaging, Inc. · North Carolina · Wholesale Trade
$37M in assets, 251 participants
Morrisette Packaging, Inc.'s Morrisette Packaging, Inc. Profit Sharing Plan reported $37M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #5,183 in Wholesale Trade (6,309 peers)
Coverage in North Carolina
Morrisette Packaging, Inc. Profit Sharing Plan covers 251 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $37M.
- #5,183
- in Wholesale Trade (6,309 peers)
- +20.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Morrisette Packaging, Inc. Profit Sharing Plan's outsized position by total assets
Morrisette Packaging, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,923,958 Top 18% higher than 82% 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
Morrisette Packaging, Inc. Profit Sharing 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. Morrisette Packaging, Inc. Profit Sharing Plan sits mid-pack in the medium band (251 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morrisette Packaging, Inc. Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Morrisette Packaging, Inc. Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Morrisette Packaging, Inc. Profit Sharing Plan reported participants rose from 228 in the plan year 2022 filing to 251 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 560770162 · Morrisette Packaging, Inc. PY 2023 · 401(k)
Morrisette Packaging, Inc. Profit Sharing Plan · $37M · 251 · 82nd
- NET $37M
- BOOK 251
- VS-ST 82nd
- BOY 401(k)
- SCH near Lever1 Retirement Savings Plan
- EBSA ind #5183
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 North Carolina →
Morrisette Packaging, Inc. Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $6M |
| Employer EIN | 560770162 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morrisette Packaging, Inc.)
Sponsor-wide plan assets over time
All Morrisette Packaging, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 37.56621367469988% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $31M |
| 2023 | 1 | 251 | $37M |
| 2024 | 1 | 248 | $42M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Morrisette Packaging, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Lever1 Retirement Savings Plan in KS ($37M); by covered participants it is Drata Inc. 401(k) Plan in CA (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Lever1 Retirement Savings Plan (KS) $37M · 1,354
- M&q Packaging LLC 401(k) (PA) $37M · 560
- Phillips Murrah P.C. 401(k) Profit Sharing Plan (OK) $37M · 95
- New Jersey Hospital Association Salary Deferral Plan (NJ) $37M · 117
Similar participant headcount
Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.
- Drata Inc. 401(k) Plan (CA) 251 · 0 off
- Breville USA, Inc. 401(k) Retirement Plan (CA) 251 · 0 off
- Gravie, Inc. 401(k) Plan (MN) 251 · 0 off
- The Bazooka 401(k) Savings and Investment Plan (NY) 251 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.