Profit Sharing · DOL Form 5500 · 2024
Morse, Morse & Morse, Inc. a Law Corporation Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan · Sponsored by Morse, Morse & Morse, Inc. a Law Corporation · California · Professional & Technical Services
$8M in assets, 6 participants
Morse, Morse & Morse, Inc. a Law Corporation's Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan reported $8M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #9,968 in Professional & Technical Services (20,173 peers)
Morse, Morse & Morse, Inc. a Law Corporation multi-year trail
Morse, Morse & Morse, Inc. a Law Corporation's plans moved +28.0% in assets from 2022 to 2024; this filing shows Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan at $8M / 6 participants.
- #9,968
- in Professional & Technical Services (20,173 peers)
- +13.1%
- assets growth YoY
Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,108,085 Top 49% higher than 51% 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
Morse, Morse & Morse, a Law Corporation 401(k) 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. Morse, Morse & Morse, a Law Corporation 401(k) 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
- Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan reported participants rose from 4 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan reported net income rose from $834K in the plan year 2023 filing to $938K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 942777186 · Morse, Morse & Morse, Inc. a Law Corporation PY 2024 · Profit Sharing
Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan · $8M · 6 · 51st
- NET $8M
- BOOK 6
- VS-ST 51st
- BOY Profit Sharing
- SCH near Rick Ruby Inc. Profit Sharing Plan and Trust
- EBSA ind #9968
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 →
Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Morse, Morse & Morse, Inc. a Law Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Morse, Morse & Morse, Inc. a Law Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 27.97592600455235% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $6M |
| 2023 | 1 | 4 | $7M |
| 2024 | 1 | 6 | $8M |
Morse, Morse & Morse, Inc. a Law Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $938K |
| Employer EIN | 942777186 |
| Plan Effective Date | 1986-10-06 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Morse, Morse & Morse, a Law Corporation 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Rick Ruby Inc. Profit Sharing Plan and Trust in NC ($8M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.