401(k) · DOL Form 5500 · 2024

Morrison Etheridge Funeral Home, Inc. 401(k) Plan

Data updated 2026-08-25

$407K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$135,653
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morrison Etheridge Funeral Home, Inc. 401(k) Plan · Sponsored by Morrison Etheridge Funeral Home, Inc. · New Jersey · Other Services

$407K in assets, 3 participants

Morrison Etheridge Funeral Home, Inc.'s Morrison Etheridge Funeral Home, Inc. 401(k) Plan reported $407K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,656 in Other Services (7,719 peers)

Morrison Etheridge Funeral Home, Inc. multi-year trail

Morrison Etheridge Funeral Home, Inc.'s plans moved -38.9% in assets from 2022 to 2024; this filing shows Morrison Etheridge Funeral Home, Inc. 401(k) Plan at $407K / 3 participants.

#2,656
in Other Services (7,719 peers)
-35.1%
assets change YoY

The plan reported a net loss of $221K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morrison Etheridge Funeral Home, Inc. 401(k) Plan among the smaller filed plans by assets

Morrison Etheridge Funeral Home, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$406,960 16th percentile higher than 16% of 123,620 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 2024

Morrison Etheridge Funeral Home, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrison Etheridge Funeral Home, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morrison Etheridge Funeral Home, Inc. 401(k) Plan reported net income fell from -$39K in the plan year 2023 filing to -$221K in the plan year 2024 filing.
  • Morrison Etheridge Funeral Home, Inc. 401(k) Plan end-of-year assets fell from $627K in the plan year 2023 filing to $407K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 881283182 · Morrison Etheridge Funeral Home, Inc. PY 2024 · 401(k)

Morrison Etheridge Funeral Home, Inc. 401(k) Plan · $407K · 3 · 16th

  • SCH $407K
  • EBSA 3
  • PART 16th
  • TYPE 401(k)
  • NET near Ad Risberg 401(k) Plan Trust
  • BOOK ind #2656

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 Other Services retirement plans → · Plans in New Jersey →

Morrison Etheridge Funeral Home, Inc. 401(k) Plan in the asset neighbourhood

Morrison Etheridge Funeral Home, Inc. 401(k) PlanMorrison Etheridge Funeral H…$407KAd Risberg 401(k) Plan Trust$407KSmh Environmental Services, Inc. 401(k) Profit Sharing PlanSmh Environmental Services, …$407KHarborside Holdings Corporation 401(k) PlanHarborside Holdings Corporat…$407KAlu-Bra Foundry, Inc. 401(k) PlanAlu-Bra Foundry, Inc. 401(k)…$407K
End-of-year total assets ($M) among Morrison Etheridge Funeral Home, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Morrison Etheridge Funeral Home, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morrison Etheridge Funeral Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$407K 38.92699032040219% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.67M $0.41M ▼ -38.8%
Year Plans Participants Total Assets
2022 1 N/A $666K
2023 1 N/A $627K
2024 1 3 $407K

Morrison Etheridge Funeral Home, Inc. filing trail (2024)

Total Assets (Beginning of Year)$627K
Net Assets (End of Year)$407K
Net Income-$221K
Employer EIN881283182
Plan Effective Date2022-03-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Morrison Etheridge Funeral Home, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Morrison Etheridge Funeral Home, Inc. 401(k) Plan, Total assets ($B): 0.00040696 · Participants: 3Morrison Etheridge Funeral Home, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Morrison Etheridge Funeral Home, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Morrison Etheridge Funeral Home, Inc. 401(k) Plan side-by-side with 3 peers →

Morrison Etheridge Funeral Home, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ad Risberg 401(k) Plan Trust in OR ($407K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morrison Etheridge Funeral Home, Inc. 401(k) Plan assets move in 2024? ▼
Morrison Etheridge Funeral Home, Inc. 401(k) Plan contracted severely - down 35.1% during 2024, from $627K to $407K. Reported net income was -$221K.
How have Morrison Etheridge Funeral Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrison Etheridge Funeral Home, Inc.'s sponsor-wide assets declined 38.9%, from $666K to $407K.
Where does Morrison Etheridge Funeral Home, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Morrison Etheridge Funeral Home, Inc. 401(k) Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Morrison Etheridge Funeral Home, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ad Risberg 401(k) Plan Trust in OR ($407K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Morrison Etheridge Funeral Home, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 881283182.

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.