401(k) · DOL Form 5500 · 2023

Morgan & Weisbrod, L.L.P. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
105
Participants Small participant base
59th
Percentile by assets National rank
$94,856
Avg per participant Below avg balance/head
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Official DOL plan name: Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan · Sponsored by Morgan & Weisbrod, L.L.P. · Texas · Professional & Technical Services

$10M in assets, 105 participants

Morgan & Weisbrod, L.L.P.'s Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan reported $10M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,603 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan covers 105 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#11,603
in Professional & Technical Services (20,321 peers)
+23.6%
assets growth YoY

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan vs every filed plan by assets

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

$9,959,902 Top 41% higher than 59% 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

Morgan & Weisbrod 401(k) Profit Sharing and Savings 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. Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan reported participants rose from 76 in the plan year 2022 filing to 105 in the plan year 2023 filing.
  • Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752256782 · Morgan & Weisbrod, L.L.P. PY 2023 · 401(k)

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan · $10M · 105 · 59th

  • ASSETS $10M
  • ASSETS 105
  • ASSETS 59th
  • ASSETS 401(k)
  • ASSETS near Radiation Oncology Associates 401(k) Plan
  • ASSETS ind #11603

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 Texas →

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan in the asset neighbourhood

Morgan & Weisbrod 401(k) Profit Sharing and Savings PlanMorgan & Weisbrod 401(k) Pro…$10MRadiation Oncology Associates 401(k) PlanRadiation Oncology Associate…$10MVargo Physical Therapy Inc 401(k) Profit Sharing Plan & TrustVargo Physical Therapy Inc 4…$10MDavid Allen Company, Inc. 401(k) Profit Sharing PlanDavid Allen Company, Inc. 40…$10MPohanka Auto Center, Inc. 401(k) PlanPohanka Auto Center, Inc. 40…$10M
End-of-year total assets ($M) among Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN752256782
Plan Effective Date1984-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan & Weisbrod, L.L.P.)

Sponsor-wide plan assets over time

All Morgan & Weisbrod, L.L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 23.55161289162122% vs 2022
2023 filing year
$7M$8M$9M$10M$11M 20222023 $8.06M $9.96M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 76 $8M
2023 1 105 $10M

Nearby 401(k) Plans in Texas

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

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan, Total assets ($B): 0.009959902 · Participants: 105Morgan & Weisbrod 401(k) Profit Sharing and Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan side-by-side with 3 peers →

Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Radiation Oncology Associates 401(k) Plan in IN ($10M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan assets move in 2023? ▼
Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan grew sharply - up 23.6% during 2023, from $8M to $10M. Reported net income was $2M.
How have Morgan & Weisbrod, L.L.P. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Morgan & Weisbrod, L.L.P.'s sponsor-wide assets grew 23.6%, from $8M to $10M.
Which 401(k) plans are similar in size to Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radiation Oncology Associates 401(k) Plan in IN ($10M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 752256782.

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.