401(k) · DOL Form 5500 · 2023
Morey Cpa & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $643K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $128,697
- Avg per participant Near avg balance/head
Official DOL plan name: Morey & Associates 401(k) · Sponsored by Morey Cpa & Associates, Inc. · California · Professional & Technical Services
$643K in assets, 5 participants
Morey Cpa & Associates, Inc.'s Morey & Associates 401(k) reported $643K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,044 in Professional & Technical Services (20,321 peers)
Morey Cpa & Associates, Inc. multi-year trail
Morey Cpa & Associates, Inc.'s plans moved +59.7% in assets from 2022 to 2024; this filing shows Morey & Associates 401(k) at $643K / 5 participants.
- #3,044
- in Professional & Technical Services (20,321 peers)
- +22.7%
- assets growth YoY
Morey & Associates 401(k) among the smaller filed plans by assets
Morey & Associates 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$643,486 20th percentile higher than 20% 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
Morey & Associates 401(k) among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morey & Associates 401(k) is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morey & Associates 401(k) reported net income rose from -$97K in the plan year 2022 filing to $94K in the plan year 2023 filing.
- Morey & Associates 401(k) reported participants fell from 12 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Morey & Associates 401(k) end-of-year assets rose from $524K in the plan year 2022 filing to $643K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 463562990 · Morey Cpa & Associates, Inc. PY 2023 · 401(k)
Morey & Associates 401(k) · $643K · 5 · 20th
- EOY $643K
- EOY 5
- EOY 20th
- EOY 401(k)
- EOY near Selene Retirement Plan
- EOY ind #3044
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 California →
Morey & Associates 401(k) in the asset neighbourhood
Morey Cpa & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Morey Cpa & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $837K 59.735364860405625% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $524K |
| 2023 | 1 | 5 | $643K |
| 2024 | 1 | 7 | $837K |
Morey Cpa & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $524K |
|---|---|
| Net Assets (End of Year) | $643K |
| Net Income | $94K |
| Employer EIN | 463562990 |
| Plan Effective Date | 2015-05-08 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Morey & Associates 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Selene Retirement Plan in MI ($644K); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($643K here).
- Selene Retirement Plan (MI) $644K · 10
- A&w Enterprises, Inc. 401(k) Profit Sharing Plan (WA) $644K · 1
- Cranes, Inc. 401(k) Plan (CO) $644K · 5
- Tankersley Consulting 401(k) (CO) $644K · 1
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- Designworks Creative 401(k) Plan (ID) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.