401(k) · DOL Form 5500 · 2024
R.L. Morrissey & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $103,651
- Avg per participant Below avg balance/head
Official DOL plan name: R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust · Sponsored by R.L. Morrissey & Associates, Inc. · Ohio · Wholesale Trade
$10M in assets, 98 participants
R.L. Morrissey & Associates, Inc.'s R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust reported $10M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #2,885 in Wholesale Trade (6,080 peers)
R.L. Morrissey & Associates, Inc. multi-year trail
R.L. Morrissey & Associates, Inc.'s plans moved +42.2% in assets from 2022 to 2024; this filing shows R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust at $10M / 98 participants.
- #2,885
- in Wholesale Trade (6,080 peers)
- +16.3%
- assets growth YoY
R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,157,827 Top 44% higher than 56% 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
R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust reported participants rose from 93 in the plan year 2023 filing to 98 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 341370950 · R.L. Morrissey & Associates, Inc. PY 2024 · 401(k)
R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust · $10M · 98 · 56th
- PHOTO $10M
- PHOTO 98
- PHOTO 56th
- PHOTO 401(k)
- PHOTO near Gerber Ciano Kelly Brady LLP 401(k) Plan
- PHOTO ind #2885
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 Wholesale Trade retirement plans → · Plans in Ohio →
R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust in the asset neighbourhood
R.L. Morrissey & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All R.L. Morrissey & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 42.190450540593275% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 92 | $7M |
| 2023 | 1 | 93 | $9M |
| 2024 | 1 | 98 | $10M |
R.L. Morrissey & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 341370950 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Gerber Ciano Kelly Brady LLP 401(k) Plan in NY ($10M); by covered participants it is Premier Medical Group Profit Sharing Plan in NY (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Gerber Ciano Kelly Brady LLP 401(k) Plan (NY) $10M · 105
- Sbsb Law 401(k) Plan (TX) $10M · 246
- Luckett & Farley 401(k) Plan (KY) $10M · 79
- Senior Living Residences, LLC 401(k) Plan (MA) $10M · 932
Similar participant headcount
Nearest other-state filings by covered participants (98 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.