Profit Sharing · DOL Form 5500 · 2024
J. J. Morris & Sons, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust · Sponsored by J. J. Morris & Sons, Inc. · Pennsylvania · Construction
$5M in assets, 4 participants
J. J. Morris & Sons, Inc.'s J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust reported $5M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #3,731 in Construction (9,039 peers)
J. J. Morris & Sons, Inc. multi-year trail
J. J. Morris & Sons, Inc.'s plans moved +3071.2% in assets from 2022 to 2024; this filing shows J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust at $5M / 4 participants.
- #3,731
- in Construction (9,039 peers)
- +9.8%
- assets growth YoY
J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust's mid-pack asset rank among Construction and all filers
J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,214,013 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $465K in the plan year 2024 filing.
- J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 250941059 · J. J. Morris & Sons, Inc. PY 2024 · Profit Sharing
J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust · $5M · 4 · 43rd
- IND $5M
- IND 4
- IND 43rd
- IND Profit Sharing
- IND near Supreme Building Products, Inc. Profit Sharing Plan
- IND ind #3731
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 Construction retirement plans → · Plans in Pennsylvania →
J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust in the asset neighbourhood
J. J. Morris & Sons, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All J. J. Morris & Sons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 3071.193543286015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $164K |
| 2023 | 1 | 4 | $5M |
| 2024 | 1 | 4 | $5M |
J. J. Morris & Sons, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $465K |
| Employer EIN | 250941059 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
J. J. Morris & Sons, Inc. Salaried Employees Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Supreme Building Products, Inc. Profit Sharing Plan in TN ($5M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.