401(k) · DOL Form 5500 · 2023

Morrison Express Corp.USA 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
262
Participants Below avg headcount
61st
Percentile by assets National rank
$43,296
Avg per participant Low balance/head
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Official DOL plan name: Morrison Express Corp. (USA) 401(k) Retirement Plan · Sponsored by Morrison Express Corp.USA · California · Transportation & Warehousing

$11M in assets, 262 participants

Morrison Express Corp.USA's Morrison Express Corp. (USA) 401(k) Retirement Plan reported $11M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #2,089 in Transportation & Warehousing (3,362 peers)

Coverage in California

Morrison Express Corp. (USA) 401(k) Retirement Plan covers 262 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $11M.

#2,089
in Transportation & Warehousing (3,362 peers)
+5.6%
assets growth YoY

Morrison Express Corp. (USA) 401(k) Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Morrison Express Corp. (USA) 401(k) Retirement Plan vs every filed plan by assets

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

$11,343,537 Top 39% higher than 61% 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

Morrison Express Corp. (USA) 401(k) Retirement 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. Morrison Express Corp. (USA) 401(k) Retirement Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morrison Express Corp. (USA) 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $605K in the plan year 2023 filing.
  • Morrison Express Corp. (USA) 401(k) Retirement Plan reported participants rose from 191 in the plan year 2022 filing to 262 in the plan year 2023 filing.
  • Morrison Express Corp. (USA) 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953130076 · Morrison Express Corp.USA PY 2023 · 401(k)

Morrison Express Corp. (USA) 401(k) Retirement Plan · $11M · 262 · 61st

  • PHOTO $11M
  • IND 262
  • EOY 61st
  • 5500 401(k)
  • ASSETS near Terratest, Inc. Retirement Savings Plan
  • PCT ind #2089

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 Transportation & Warehousing retirement plans → · Plans in California →

Morrison Express Corp. (USA) 401(k) Retirement Plan in the asset neighbourhood

Morrison Express Corp. (USA) 401(k) Retirement PlanMorrison Express Corp. (USA)…$11MTerratest, Inc. Retirement Savings PlanTerratest, Inc. Retirement S…$11MThe J. E. Shepard Company Master 401(k) Savings PlanThe J. E. Shepard Company Ma…$11MSkdo, P.C. 401(k) Profit Sharing Plan and TrustSkdo, P.C. 401(k) Profit Sha…$11MWp Global Partners Inc. 401(k) PlanWp Global Partners Inc. 401(…$11M
End-of-year total assets ($M) among Morrison Express Corp. (USA) 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$605K
Employer EIN953130076
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morrison Express Corp.USA)

Sponsor-wide plan assets over time

All Morrison Express Corp.USA plans reported in each filing year

Latest sponsor-wide plan assets
$12M 15.652140389504412% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.7M $12.4M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 191 $11M
2023 1 262 $11M
2024 1 251 $12M

Nearby 401(k) Plans in California

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

Morrison Express Corp. (USA) 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Morrison Express Corp. (USA) 401(k) Retirement Plan, Total assets ($B): 0.011343537 · Participants: 262Morrison Express Corp. (USA) 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Morrison Express Corp. (USA) 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Morrison Express Corp. (USA) 401(k) Retirement Plan side-by-side with 3 peers →

Morrison Express Corp. (USA) 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Terratest, Inc. Retirement Savings Plan in VA ($11M); by covered participants it is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Morrison Express Corp. (USA) 401(k) Retirement Plan assets move in 2023? ▼
Morrison Express Corp. (USA) 401(k) Retirement Plan grew at a solid clip - up 5.6% during 2023, from $11M to $11M. Reported net income was $605K.
How have Morrison Express Corp.USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrison Express Corp.USA's sponsor-wide assets grew 15.7%, from $11M to $12M.
Which 401(k) plans are similar in size to Morrison Express Corp. (USA) 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Terratest, Inc. Retirement Savings Plan in VA ($11M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Morrison Express Corp. (USA) 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 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 953130076.

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.