Profit Sharing · DOL Form 5500 · 2024

Morris & Bressler, P.S.C. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
35th
Percentile by assets National rank
$544,075
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morris & Bressler, P.S.C. Profit Sharing Plan · Sponsored by Morris & Bressler, P.S.C. · Kentucky · Professional & Technical Services

$3M in assets, 6 participants

Morris & Bressler, P.S.C.'s Morris & Bressler, P.S.C. Profit Sharing Plan reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,443 in Professional & Technical Services (20,173 peers)

Morris & Bressler, P.S.C. multi-year trail

Morris & Bressler, P.S.C.'s plans moved +14.9% in assets from 2022 to 2024; this filing shows Morris & Bressler, P.S.C. Profit Sharing Plan at $3M / 6 participants.

#6,443
in Professional & Technical Services (20,173 peers)
+15.9%
assets growth YoY

Morris & Bressler, P.S.C. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Morris & Bressler, P.S.C. Profit Sharing Plan vs every filed plan by assets

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

$3,264,449 35th percentile higher than 35% 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

Morris & Bressler, P.S.C. Profit Sharing 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. Morris & Bressler, P.S.C. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morris & Bressler, P.S.C. Profit Sharing Plan reported net income rose from -$25K in the plan year 2023 filing to $448K in the plan year 2024 filing.
  • Morris & Bressler, P.S.C. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 610923411 · Morris & Bressler, P.S.C. PY 2024 · Profit Sharing

Morris & Bressler, P.S.C. Profit Sharing Plan · $3M · 6 · 35th

  • EOY $3M
  • EOY 6
  • EOY 35th
  • EOY Profit Sharing
  • EOY near Morris Hills Veterinary Clinic, P. a. Profit Sharing Plan
  • EOY ind #6443

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 Kentucky →

Morris & Bressler, P.S.C. Profit Sharing Plan in the asset neighbourhood

Custodio Lim Profit Sharing PlanCustodio Lim Profit Sharing …$3MMorris & Bressler, P.S.C. Profit Sharing PlanMorris & Bressler, P.S.C. Pr…$3MMorris Hills Veterinary Clinic, P. a. Profit Sharing PlanMorris Hills Veterinary Clin…$3MGregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k)Gregg Englebreth Insurance A…$3MBlew Chemical Co. Profit Sharing PlanBlew Chemical Co. Profit Sha…$3M
End-of-year total assets ($M) among Morris & Bressler, P.S.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Morris & Bressler, P.S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Morris & Bressler, P.S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.875814647467028% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.84M $3.26M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 6 $3M
2024 1 6 $3M

Morris & Bressler, P.S.C. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$448K
Employer EIN610923411
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Morris & Bressler, P.S.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Morris & Bressler, P.S.C. Profit Sharing Plan, Total assets ($B): 0.003264449 · Participants: 6Morris & Bressler, P.S.C. Profit Sharing PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.941175586 · Participants: 29259Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.310607828 · Participants: 1368IBEW Local 150 Supplemental Pension FundMed Center Health Retirement Savings Plan, Total assets ($B): 0.098723351 · Participants: 3155Med Center Health Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.038855365 · Participants: 594Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.038566019 · Participants: 220Ball Homes, LLC Retirement Plan
Morris & Bressler, P.S.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Morris & Bressler, P.S.C. Profit Sharing Plan side-by-side with 3 peers →

Morris & Bressler, P.S.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Morris Hills Veterinary Clinic, P. a. Profit Sharing Plan in NJ ($3M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Morris & Bressler, P.S.C. Profit Sharing Plan assets move in 2024? ▼
Morris & Bressler, P.S.C. Profit Sharing Plan grew sharply - up 15.9% during 2024, from $3M to $3M. Reported net income was $448K.
How have Morris & Bressler, P.S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris & Bressler, P.S.C.'s sponsor-wide assets grew 14.9%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Morris & Bressler, P.S.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Morris Hills Veterinary Clinic, P. a. Profit Sharing Plan in NJ ($3M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Morris & Bressler, P.S.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Genesis Five Inc. Profit Sharing Plan in NC (6 participants, $238K 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 610923411.

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.