401(k) · DOL Form 5500 · 2023

Morrison Sund PLLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
31
Participants Small participant base
55th
Percentile by assets National rank
$276,273
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morrison Sund PLLC Safe Harbor 401(k) Plan · Sponsored by Morrison Sund PLLC · Minnesota · Professional & Technical Services

$9M in assets, 31 participants

Morrison Sund PLLC's Morrison Sund PLLC Safe Harbor 401(k) Plan reported $9M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,927 in Professional & Technical Services (20,321 peers)

2023 asset change

Morrison Sund PLLC Safe Harbor 401(k) Plan grew at a solid clip 8.0% in 2023 ($8M → $9M) for 31 participants.

#10,927
in Professional & Technical Services (20,321 peers)
+8.0%
assets growth YoY

Morrison Sund PLLC Safe Harbor 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Morrison Sund PLLC Safe Harbor 401(k) Plan vs every filed plan by assets

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

$8,564,460 Top 45% higher than 55% 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 Sund PLLC Safe Harbor 401(k) 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. Morrison Sund PLLC Safe Harbor 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morrison Sund PLLC Safe Harbor 401(k) Plan reported net income rose from $167K in the plan year 2022 filing to $635K in the plan year 2023 filing.
  • Morrison Sund PLLC Safe Harbor 401(k) Plan reported participants rose from 26 in the plan year 2022 filing to 31 in the plan year 2023 filing.
  • Morrison Sund PLLC Safe Harbor 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271594984 · Morrison Sund PLLC PY 2023 · 401(k)

Morrison Sund PLLC Safe Harbor 401(k) Plan · $9M · 31 · 55th

  • EOY $9M
  • EOY 31
  • EOY 55th
  • EOY 401(k)
  • EOY near Sigmund Cohn Corp Savings and Retirement Plan
  • EOY ind #10927

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 Minnesota →

Morrison Sund PLLC Safe Harbor 401(k) Plan in the asset neighbourhood

Alliance Roofing Company, Inc 401(k) and Profit Sharing PlanAlliance Roofing Company, In…$9MMorrison Sund PLLC Safe Harbor 401(k) PlanMorrison Sund PLLC Safe Harb…$9MSigmund Cohn Corp Savings and Retirement PlanSigmund Cohn Corp Savings an…$9MBaystate Ob/Gyn Group, Inc. 401(k) Profit Sharing PlanBaystate Ob/Gyn Group, Inc. …$9MCarlie Cs 401(k) Plan$9M
End-of-year total assets ($M) among Morrison Sund PLLC Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Morrison Sund PLLC years around the 2023 move

Sponsor-wide plan assets over time

All Morrison Sund PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 8.81515393529334% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.93M $7.23M ▼ -8.8%
Year Plans Participants Total Assets
2022 1 26 $8M
2023 1 31 $9M
2024 1 31 $7M

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$635K
Employer EIN271594984
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Morrison Sund PLLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Morrison Sund PLLC Safe Harbor 401(k) Plan, Total assets ($B): 0.00856446 · Participants: 31Morrison Sund PLLC Safe Harbor 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Morrison Sund PLLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Morrison Sund PLLC Safe Harbor 401(k) Plan side-by-side with 3 peers →

Morrison Sund PLLC Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Sigmund Cohn Corp Savings and Retirement Plan in NY ($9M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Sund PLLC Safe Harbor 401(k) Plan assets move in 2023? ▼
Morrison Sund PLLC Safe Harbor 401(k) Plan grew at a solid clip - up 8.0% during 2023, from $8M to $9M. Reported net income was $635K.
How have Morrison Sund PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrison Sund PLLC's sponsor-wide assets declined 8.8%, from $8M to $7M.
Which 401(k) plans are similar in size to Morrison Sund PLLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sigmund Cohn Corp Savings and Retirement Plan in NY ($9M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Morrison Sund PLLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M 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 271594984.

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.