401(k) · DOL Form 5500 · 2023
Morrow Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $504,646
- Avg per participant High balance/head
Official DOL plan name: Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan · Sponsored by Morrow Insurance Agency, Inc. · North Carolina · Finance & Insurance
$17M in assets, 34 participants
Morrow Insurance Agency, Inc.'s Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan reported $17M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #4,918 in Finance & Insurance (8,869 peers)
2023 asset change
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan grew at a solid clip 10.6% in 2023 ($16M → $17M) for 34 participants.
- #4,918
- in Finance & Insurance (8,869 peers)
- +10.6%
- assets growth YoY
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan's outsized position by total assets
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,157,956 Top 30% higher than 70% 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
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership 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. Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan reported participants rose from 33 in the plan year 2022 filing to 34 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560330600 · Morrow Insurance Agency, Inc. PY 2023 · 401(k)
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan · $17M · 34 · 70th
- ASSETS $17M
- PCT 34
- EIN 70th
- RANK 401(k)
- PHOTO near Hancock Salon, Inc.Dba Dellaria Salons/Laclique Salons 401(k) Plan
- IND ind #4918
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan in the asset neighbourhood
Morrow Insurance Agency, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Morrow Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 0.17750328808316118% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $16M |
| 2023 | 1 | 34 | $17M |
| 2024 | 1 | 33 | $16M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 560330600 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
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
Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Hancock Salon, Inc.Dba Dellaria Salons/Laclique Salons 401(k) Plan in MA ($17M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 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.