401(k) · DOL Form 5500 · 2023

Jones & Hale, LLP D/B/a Morningstar Law Group 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
44
Participants Small participant base
64th
Percentile by assets National rank
$294,641
Avg per participant High balance/head
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Official DOL plan name: Morningstar Law Group 401(k) Plan · Sponsored by Jones & Hale, LLP D/B/a Morningstar Law Group · North Carolina · Professional & Technical Services

$13M in assets, 44 participants

Jones & Hale, LLP D/B/a Morningstar Law Group's Morningstar Law Group 401(k) Plan reported $13M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,876 in Professional & Technical Services (20,321 peers)

Jones & Hale, LLP D/B/a Morningstar Law Group multi-year trail

Jones & Hale, LLP D/B/a Morningstar Law Group's plans moved +58.1% in assets from 2022 to 2024; this filing shows Morningstar Law Group 401(k) Plan at $13M / 44 participants.

#12,876
in Professional & Technical Services (20,321 peers)
+26.3%
assets growth YoY

Morningstar Law Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Morningstar Law Group 401(k) Plan vs every filed plan by assets

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

$12,964,185 Top 36% higher than 64% 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

Morningstar Law Group 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. Morningstar Law Group 401(k) Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morningstar Law Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Morningstar Law Group 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Morningstar Law Group 401(k) Plan reported participants fell from 48 in the plan year 2022 filing to 44 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 455286075 · Jones & Hale, LLP D/B/a Morningstar Law Group PY 2023 · 401(k)

Morningstar Law Group 401(k) Plan · $13M · 44 · 64th

  • SCH $13M
  • EBSA 44
  • PART 64th
  • TYPE 401(k)
  • NET near Arxium, Inc. 401(k) Plan
  • BOOK ind #12876

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 North Carolina →

Morningstar Law Group 401(k) Plan in the asset neighbourhood

Morningstar Law Group 401(k) PlanMorningstar Law Group 401(k)…$13MArxium, Inc. 401(k) Plan$13MLandtek Group, Inc. 401(k) PlanLandtek Group, Inc. 401(k) P…$13MBct LLC 401(k) and Profit Sharing PlanBct LLC 401(k) and Profit Sh…$13MSafe Streets USA LLC 401(k) & Profit Sharing PlanSafe Streets USA LLC 401(k) …$13M
End-of-year total assets ($M) among Morningstar Law Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jones & Hale, LLP D/B/a Morningstar Law Group multi-year asset trail

Sponsor-wide plan assets over time

All Jones & Hale, LLP D/B/a Morningstar Law Group plans reported in each filing year

Latest sponsor-wide plan assets
$16M 58.06357326962789% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $16.2M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 48 $10M
2023 1 44 $13M
2024 1 50 $16M

Jones & Hale, LLP D/B/a Morningstar Law Group filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN455286075
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Morningstar Law Group 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Morningstar Law Group 401(k) Plan, Total assets ($B): 0.012964185 · Participants: 44Morningstar Law Group 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Morningstar Law Group 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Morningstar Law Group 401(k) Plan side-by-side with 3 peers →

Morningstar Law Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Arxium, Inc. 401(k) Plan in IL ($13M); by covered participants it is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Morningstar Law Group 401(k) Plan assets move in 2023? ▼
Morningstar Law Group 401(k) Plan grew sharply - up 26.3% during 2023, from $10M to $13M. Reported net income was $3M.
How have Jones & Hale, LLP D/B/a Morningstar Law Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones & Hale, LLP D/B/a Morningstar Law Group's sponsor-wide assets grew 58.1%, from $10M to $16M.
Which 401(k) plans are similar in size to Morningstar Law Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arxium, Inc. 401(k) Plan in IL ($13M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Morningstar Law Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants, $1M 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 455286075.

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.