401(k) · DOL Form 5500 · 2024

S. a. Morman and Company 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
83
Participants Small participant base
53rd
Percentile by assets National rank
$106,480
Avg per participant Below avg balance/head
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Official DOL plan name: S. a. Morman & Company Profit Sharing 401(k) Plan · Sponsored by S. a. Morman and Company · Michigan · Professional & Technical Services

$9M in assets, 83 participants

S. a. Morman and Company's S. a. Morman & Company Profit Sharing 401(k) Plan reported $9M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,340 in Professional & Technical Services (20,173 peers)

S. a. Morman and Company multi-year trail

S. a. Morman and Company's plans moved -16.1% in assets from 2022 to 2024; this filing shows S. a. Morman & Company Profit Sharing 401(k) Plan at $9M / 83 participants.

#10,340
in Professional & Technical Services (20,173 peers)
+8.9%
assets growth YoY

S. a. Morman & Company Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

S. a. Morman & Company Profit Sharing 401(k) Plan vs every filed plan by assets

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

$8,837,865 Top 47% higher than 53% 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

S. a. Morman & Company Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S. a. Morman & Company Profit Sharing 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S. a. Morman & Company Profit Sharing 401(k) Plan reported net income rose from -$2M in the plan year 2023 filing to $726K in the plan year 2024 filing.
  • S. a. Morman & Company Profit Sharing 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • S. a. Morman & Company Profit Sharing 401(k) Plan reported participants rose from 78 in the plan year 2023 filing to 83 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 381606089 · S. a. Morman and Company PY 2024 · 401(k)

S. a. Morman & Company Profit Sharing 401(k) Plan · $9M · 83 · 53rd

  • BOY $9M
  • BOY 83
  • BOY 53rd
  • BOY 401(k)
  • BOY near Malvern National Bank 401(k) Profit Sharing Plan
  • BOY ind #10340

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 Michigan →

S. a. Morman & Company Profit Sharing 401(k) Plan in the asset neighbourhood

S. a. Morman & Company Profit Sharing 401(k) PlanS. a. Morman & Company Profi…$9MMalvern National Bank 401(k) Profit Sharing PlanMalvern National Bank 401(k)…$9MSpeed Motor Express of W.N.Y., Inc. 401(k) Profit Sharing PlanSpeed Motor Express of W.N.Y…$9MCapital Health Services, Inc. Savings Plan & TrustCapital Health Services, Inc…$9MBrown & Fortunato, P. C. Profit Sharing 401(k) PlanBrown & Fortunato, P. C. Pro…$9M
End-of-year total assets ($M) among S. a. Morman & Company Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

S. a. Morman and Company multi-year asset trail

Sponsor-wide plan assets over time

All S. a. Morman and Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 16.092981561535556% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $10.5M $8.84M ▼ -16.0%
Year Plans Participants Total Assets
2022 1 77 $11M
2023 1 78 $8M
2024 1 83 $9M

S. a. Morman and Company filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$726K
Employer EIN381606089
Plan Effective Date1964-04-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

S. a. Morman & Company Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants S. a. Morman & Company Profit Sharing 401(k) Plan, Total assets ($B): 0.008837865 · Participants: 83S. a. Morman & Company Profit Sharing 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
S. a. Morman & Company Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare S. a. Morman & Company Profit Sharing 401(k) Plan side-by-side with 3 peers →

S. a. Morman & Company Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Malvern National Bank 401(k) Profit Sharing Plan in AR ($9M); by covered participants it is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 S. a. Morman & Company Profit Sharing 401(k) Plan assets move in 2024? ▼
S. a. Morman & Company Profit Sharing 401(k) Plan grew at a solid clip - up 8.9% during 2024, from $8M to $9M. Reported net income was $726K.
How have S. a. Morman and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. a. Morman and Company's sponsor-wide assets declined 16.1%, from $11M to $9M.
Which 401(k) plans are similar in size to S. a. Morman & Company Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Malvern National Bank 401(k) Profit Sharing Plan in AR ($9M, 121 participants).
Which 401(k) plans cover a similar participant headcount to S. a. Morman & Company Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants, $22M 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 381606089.

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.