401(k) · DOL Form 5500 · 2023

James D. Morrissey, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
240
Participants Below avg headcount
74th
Percentile by assets National rank
$88,630
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: James D. Morrissey, Inc. 401(k) Plan · Sponsored by James D. Morrissey, Inc. · Pennsylvania · Construction

$21M in assets, 240 participants

James D. Morrissey, Inc.'s James D. Morrissey, Inc. 401(k) Plan reported $21M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,526 in Construction (9,030 peers)

Coverage in Pennsylvania

James D. Morrissey, Inc. 401(k) Plan covers 240 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.

#6,526
in Construction (9,030 peers)
+23.1%
assets growth YoY

James D. Morrissey, Inc. 401(k) Plan's outsized position by total assets

James D. Morrissey, Inc. 401(k) Plan vs every filed plan by assets

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

$21,271,310 Top 26% higher than 74% 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

James D. Morrissey, 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. James D. Morrissey, Inc. 401(k) Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James D. Morrissey, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • James D. Morrissey, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • James D. Morrissey, Inc. 401(k) Plan reported participants rose from 229 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231268801 · James D. Morrissey, Inc. PY 2023 · 401(k)

James D. Morrissey, Inc. 401(k) Plan · $21M · 240 · 74th

  • BOOK $21M
  • VS-ST 240
  • BOY 74th
  • SCH 401(k)
  • EBSA near Owl Cyber Defense Solutions, LLC Retirement Plan
  • PART ind #6526

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 Construction retirement plans → · Plans in Pennsylvania →

James D. Morrissey, Inc. 401(k) Plan in the asset neighbourhood

Ambitions 401 K Plan$21MJames D. Morrissey, Inc. 401(k) PlanJames D. Morrissey, Inc. 401…$21MOwl Cyber Defense Solutions, LLC Retirement PlanOwl Cyber Defense Solutions,…$21MWater Gremlin Co. Retirement Savings PlanWater Gremlin Co. Retirement…$21MC. a. P. S. Inc. Profit Sharing PlanC. a. P. S. Inc. Profit Shar…$21M
End-of-year total assets ($M) among James D. Morrissey, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN231268801
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James D. Morrissey, Inc.)

Sponsor-wide plan assets over time

All James D. Morrissey, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 34.95404923778154% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.3M $50.4M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 272 $37M
2023 2 277 $44M
2024 2 280 $50M

Nearby 401(k) Plans in Pennsylvania

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

James D. Morrissey, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants James D. Morrissey, Inc. 401(k) Plan, Total assets ($B): 0.02127131 · Participants: 240James D. Morrissey, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
James D. Morrissey, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare James D. Morrissey, Inc. 401(k) Plan side-by-side with 3 peers →

James D. Morrissey, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Owl Cyber Defense Solutions, LLC Retirement Plan in CT ($21M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (240 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 James D. Morrissey, Inc. 401(k) Plan assets move in 2023? ▼
James D. Morrissey, Inc. 401(k) Plan grew sharply - up 23.1% during 2023, from $17M to $21M. Reported net income was $4M.
How have James D. Morrissey, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James D. Morrissey, Inc.'s sponsor-wide assets grew 35.0%, from $37M to $50M.
Which 401(k) plans are similar in size to James D. Morrissey, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Owl Cyber Defense Solutions, LLC Retirement Plan in CT ($21M, 208 participants).
Which 401(k) plans cover a similar participant headcount to James D. Morrissey, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants, N/A 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 231268801.

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.