401(k) · DOL Form 5500 · 2023

Morris, Duffy, Alonso & Faley LLP 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
118
Participants Small participant base
71st
Percentile by assets National rank
$151,112
Avg per participant Above avg balance/head
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Official DOL plan name: Morris, Duffy, Alonso & Faley 401(k) Plan · Sponsored by Morris, Duffy, Alonso & Faley LLP · New York · Professional & Technical Services

$18M in assets, 118 participants

Morris, Duffy, Alonso & Faley LLP's Morris, Duffy, Alonso & Faley 401(k) Plan reported $18M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,223 in Professional & Technical Services (20,321 peers)

Coverage in New York

Morris, Duffy, Alonso & Faley 401(k) Plan covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $18M.

#14,223
in Professional & Technical Services (20,321 peers)
+31.6%
assets growth YoY

Morris, Duffy, Alonso & Faley 401(k) Plan's outsized position by total assets

Morris, Duffy, Alonso & Faley 401(k) Plan vs every filed plan by assets

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

$17,831,263 Top 29% higher than 71% 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

Morris, Duffy, Alonso & Faley 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. Morris, Duffy, Alonso & Faley 401(k) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morris, Duffy, Alonso & Faley 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Morris, Duffy, Alonso & Faley 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Morris, Duffy, Alonso & Faley 401(k) Plan reported participants rose from 106 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133843068 · Morris, Duffy, Alonso & Faley LLP PY 2023 · 401(k)

Morris, Duffy, Alonso & Faley 401(k) Plan · $18M · 118 · 71st

  • BOY $18M
  • SCH 118
  • EBSA 71st
  • PART 401(k)
  • TYPE near Valicor Environmental Services, LLC 401(k) Plan
  • NET ind #14223

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 New York →

Morris, Duffy, Alonso & Faley 401(k) Plan in the asset neighbourhood

Morris, Duffy, Alonso & Faley 401(k) PlanMorris, Duffy, Alonso & Fale…$18MValicor Environmental Services, LLC 401(k) PlanValicor Environmental Servic…$18MWinsert 401(k) Plan$18MT.R. Nelson, Inc. Profit Sharing PlanT.R. Nelson, Inc. Profit Sha…$18MUniversal Pool Company, Inc 401(k) Savings PlanUniversal Pool Company, Inc …$18M
End-of-year total assets ($M) among Morris, Duffy, Alonso & Faley 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN133843068
Plan Effective Date2000-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris, Duffy, Alonso & Faley LLP)

Sponsor-wide plan assets over time

All Morris, Duffy, Alonso & Faley LLP plans reported in each filing year

Latest sponsor-wide plan assets
$23M 73.21714850885002% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.6M $23.5M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 106 $14M
2023 1 118 $18M
2024 1 127 $23M

Nearby 401(k) Plans in New York

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

Morris, Duffy, Alonso & Faley 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Morris, Duffy, Alonso & Faley 401(k) Plan, Total assets ($B): 0.017831263 · Participants: 118Morris, Duffy, Alonso & Faley 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Morris, Duffy, Alonso & Faley 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Morris, Duffy, Alonso & Faley 401(k) Plan side-by-side with 3 peers →

Morris, Duffy, Alonso & Faley 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Valicor Environmental Services, LLC 401(k) Plan in OH ($18M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Morris, Duffy, Alonso & Faley 401(k) Plan assets move in 2023? ▼
Morris, Duffy, Alonso & Faley 401(k) Plan surged - up 31.6% during 2023, from $14M to $18M. Reported net income was $4M.
How have Morris, Duffy, Alonso & Faley LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris, Duffy, Alonso & Faley LLP's sponsor-wide assets grew 73.2%, from $14M to $23M.
Which 401(k) plans are similar in size to Morris, Duffy, Alonso & Faley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valicor Environmental Services, LLC 401(k) Plan in OH ($18M, 451 participants).
Which 401(k) plans cover a similar participant headcount to Morris, Duffy, Alonso & Faley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 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 133843068.

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.