401(k) · DOL Form 5500 · 2024
Morris-Anderson & Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $698,379
- Avg per participant High balance/head
Official DOL plan name: Morris-Anderson & Associates, Ltd. 401(k) Plan · Sponsored by Morris-Anderson & Associates, Ltd. · Illinois · Professional & Technical Services
$7M in assets, 10 participants
Morris-Anderson & Associates, Ltd.'s Morris-Anderson & Associates, Ltd. 401(k) Plan reported $7M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #9,340 in Professional & Technical Services (20,173 peers)
Morris-Anderson & Associates, Ltd. multi-year trail
Morris-Anderson & Associates, Ltd.'s plans moved +10.0% in assets from 2022 to 2024; this filing shows Morris-Anderson & Associates, Ltd. 401(k) Plan at $7M / 10 participants.
- #9,340
- in Professional & Technical Services (20,173 peers)
- -9.2%
- assets change YoY
The plan reported a net loss of $706K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morris-Anderson & Associates, Ltd. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Morris-Anderson & Associates, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,983,792 48th percentile higher than 48% 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
Morris-Anderson & Associates, Ltd. 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. Morris-Anderson & Associates, Ltd. 401(k) Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morris-Anderson & Associates, Ltd. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$706K in the plan year 2024 filing.
- Morris-Anderson & Associates, Ltd. 401(k) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Morris-Anderson & Associates, Ltd. 401(k) Plan reported participants fell from 11 in the plan year 2023 filing to 10 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 363369643 · Morris-Anderson & Associates, Ltd. PY 2024 · 401(k)
Morris-Anderson & Associates, Ltd. 401(k) Plan · $7M · 10 · 48th
- PHOTO $7M
- PHOTO 10
- PHOTO 48th
- PHOTO 401(k)
- PHOTO near Roberts Energy, LLC 401(k) Plan
- PHOTO ind #9340
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 Illinois →
Morris-Anderson & Associates, Ltd. 401(k) Plan in the asset neighbourhood
Morris-Anderson & Associates, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Morris-Anderson & Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 10.02890392886098% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $6M |
| 2023 | 1 | 11 | $8M |
| 2024 | 1 | 10 | $7M |
Morris-Anderson & Associates, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$706K |
| Employer EIN | 363369643 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Morris-Anderson & Associates, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Roberts Energy, LLC 401(k) Plan in MA ($7M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Hero Home Services 401(k) Plan (MN) 10 · 0 off
- Integrated Retirement Partners Pooled Employer Plan (MA) 10 · 0 off
- Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
- For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.