Other · DOL Form 5500 · 2024

Morrison Center Retirement Plan

Data updated 2026-08-25

$595K
Total assets Small plan by assets
296
Participants Below avg headcount
19th
Percentile by assets National rank
$2,009
Avg per participant Low balance/head
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Official DOL plan name: Morrison Center 403(b) Retirement Plan · Sponsored by Morrison Center · Maine · Educational Services

$595K in assets, 296 participants

Morrison Center's Morrison Center 403(b) Retirement Plan reported $595K in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #458 in Educational Services (3,638 peers)

Morrison Center multi-year trail

Morrison Center's plans moved +340.6% in assets from 2022 to 2024; this filing shows Morrison Center 403(b) Retirement Plan at $595K / 296 participants.

#458
in Educational Services (3,638 peers)
+121.2%
assets growth YoY

Morrison Center 403(b) Retirement Plan among the smaller filed plans by assets

Morrison Center 403(b) Retirement Plan vs every filed plan by assets

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

$594,665 19th percentile higher than 19% 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

Morrison Center 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrison Center 403(b) Retirement Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morrison Center 403(b) Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $595K in the plan year 2024 filing.
  • Morrison Center 403(b) Retirement Plan reported participants rose from 268 in the plan year 2023 filing to 296 in the plan year 2024 filing.
  • Morrison Center 403(b) Retirement Plan reported net income rose from $298K in the plan year 2023 filing to $326K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 010243254 · Morrison Center PY 2024 · Other

Morrison Center 403(b) Retirement Plan · $595K · 296 · 19th

  • IND $595K
  • EOY 296
  • 5500 19th
  • ASSETS Other
  • PCT near Ridgewood Savings Bank as a Trustee for Andrew Sichenze
  • EIN ind #458

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 Educational Services retirement plans → · Plans in Maine →

Morrison Center 403(b) Retirement Plan in the asset neighbourhood

Ridgewood Savings Bank as a Trustee for Andrew SichenzeRidgewood Savings Bank as a …$597KSuper Mix Profit Sharing TrustSuper Mix Profit Sharing Tru…$598KRalph Lauren Puerto Rico, Inc. Retirement Savings PlanRalph Lauren Puerto Rico, In…$600KMcintosh Trail E.C.D.C., Inc. Group Deferred Annuity PlanMcintosh Trail E.C.D.C., Inc…$603KMorrison Center 403(b) Retirement PlanMorrison Center 403(b) Retir…$595K
End-of-year total assets ($M) among Morrison Center 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Morrison Center multi-year asset trail

Sponsor-wide plan assets over time

All Morrison Center plans reported in each filing year

Latest sponsor-wide plan assets
$4M 340.5632833831402% vs 2022
2024 filing year
$0M$1M$2M$3M$4M$5M 202220232024 $0.93M $4.1M ▲ +340.9%
Year Plans Participants Total Assets
2022 1 274 $930K
2023 1 268 $1M
2024 5 1,411 $4M

Morrison Center filing trail (2024)

Total Assets (Beginning of Year)$269K
Net Assets (End of Year)$595K
Net Income$326K
Employer EIN010243254
Plan Effective Date2017-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maine

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

Morrison Center 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -10123 Total assets ($B) Participants Morrison Center 403(b) Retirement Plan, Total assets ($B): 0.000594665 · Participants: 296Morrison Center 403(b) Retirement PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 2.460227578 · Participants: 22911Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 1.178309065 · Participants: 10712Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.602801239 · Participants: 2735Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.414388161 · Participants: 4718Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.297027676 · Participants: 978Colby College Retirement Plan
Morrison Center 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Morrison Center 403(b) Retirement Plan side-by-side with 3 peers →

Morrison Center 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Ridgewood Savings Bank as a Trustee for Andrew Sichenze in NY ($597K); by covered participants it is Pueblo Community Health Center, Inc. Employer Contribution Plan in CO (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Morrison Center 403(b) Retirement Plan assets move in 2024? ▼
Morrison Center 403(b) Retirement Plan surged - up 121.2% during 2024, from $269K to $595K. Reported net income was $326K.
How have Morrison Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrison Center's sponsor-wide assets grew 340.6%, from $930K to $4M.
Where does Morrison Center 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Morrison Center 403(b) Retirement Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Morrison Center 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ridgewood Savings Bank as a Trustee for Andrew Sichenze in NY ($597K, 3 participants).
Which Other plans cover a similar participant headcount to Morrison Center 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Pueblo Community Health Center, Inc. Employer Contribution Plan in CO (296 participants, $28M 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 010243254.

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.