Other · DOL Form 5500 · 2023
Morris College Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $51,657
- Avg per participant Low balance/head
Official DOL plan name: Morris College 403(b) Tax Deferred Annuity Plan · Sponsored by Morris College · South Carolina · Educational Services
$4M in assets, 79 participants
Morris College's Morris College 403(b) Tax Deferred Annuity Plan reported $4M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #1,008 in Educational Services (3,735 peers)
2023 asset change
Morris College 403(b) Tax Deferred Annuity Plan grew at a solid clip 10.9% in 2023 ($4M → $4M) for 79 participants.
- #1,008
- in Educational Services (3,735 peers)
- +10.9%
- assets growth YoY
Morris College 403(b) Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers
Morris College 403(b) Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,080,924 41st percentile higher than 41% 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
Morris College 403(b) Tax Deferred Annuity 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. Morris College 403(b) Tax Deferred Annuity Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morris College 403(b) Tax Deferred Annuity Plan reported net income rose from -$718K in the plan year 2022 filing to $401K in the plan year 2023 filing.
- Morris College 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Morris College 403(b) Tax Deferred Annuity Plan reported participants fell from 80 in the plan year 2022 filing to 79 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 576000734 · Morris College PY 2023 · Other
Morris College 403(b) Tax Deferred Annuity Plan · $4M · 79 · 41st
- PCT $4M
- EIN 79
- RANK 41st
- PHOTO Other
- IND near The Chautauqua Center Inc. 403(b) Retirement Plan
- EOY ind #1008
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 Educational Services retirement plans → · Plans in South Carolina →
Morris College 403(b) Tax Deferred Annuity Plan in the asset neighbourhood
Morris College years around the 2023 move
Sponsor-wide plan assets over time
All Morris College plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 8.470249758113694% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 290 | $21M |
| 2023 | 2 | 278 | $23M |
| 2024 | 2 | 272 | $23M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $401K |
| Employer EIN | 576000734 |
| Plan Effective Date | 1992-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $838M · 21,235
- Roper St. Francis Healthcare 403(b) Plan $583M · 5,979
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $325M · 1,710
- Anmed Health Retirement Savings Plan $219M · 3,474
- Tidelands Health 403(b) Retirement Savings Plan $176M · 2,141
Morris College 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is The Chautauqua Center Inc. 403(b) Retirement Plan in NY ($4M); by covered participants it is The Chandler School DC Retirement Plan in CA (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- The Chautauqua Center Inc. 403(b) Retirement Plan (NY) $4M · 199
- Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum (TX) $4M · 104
- Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs (PA) $4M · 106
- Southeastern Guide Dogs, Inc. Retirement Plan (FL) $4M · 186
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- The Chandler School DC Retirement Plan (CA) 79 · 0 off
- Isidore Newman School Retirement Plan (LA) 79 · 0 off
- Fort Wayne Medical Education Program 403(b) Plan (IN) 79 · 0 off
- Storm King Art Center 403(b) Retirement Plan (NY) 79 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.