Other · DOL Form 5500 · 2024
Morrison Center Retirement Plan
Data updated 2026-08-25
- $953K
- Total assets Small plan by assets
- 287
- Participants Below avg headcount
- 23rd
- Percentile by assets National rank
- $3,321
- Avg per participant Low balance/head
Official DOL plan name: Morrison Center 403(b) Retirement Plan · Sponsored by Morrison Center · Maine · Educational Services
$953K in assets, 287 participants
Morrison Center's Morrison Center 403(b) Retirement Plan reported $953K in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #524 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 $953K / 287 participants.
- #524
- in Educational Services (3,638 peers)
- +27.3%
- 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
$953,246 23rd percentile higher than 23% 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
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 (287 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morrison Center 403(b) Retirement Plan reported net income fell from $298K in the plan year 2023 filing to $205K in the plan year 2024 filing.
- Morrison Center 403(b) Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $953K in the plan year 2024 filing.
- Morrison Center 403(b) Retirement Plan reported participants rose from 268 in the plan year 2023 filing to 287 in the plan year 2024 filing.
DOL schedule card
Filing strip 010243254 · Morrison Center PY 2024 · Other
Morrison Center 403(b) Retirement Plan · $953K · 287 · 23rd
- SCH $953K
- SCH 287
- SCH 23rd
- SCH Other
- SCH near David Heller Keogh
- SCH ind #524
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
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
| 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) | $749K |
|---|---|
| Net Assets (End of Year) | $953K |
| Net Income | $205K |
| Employer EIN | 010243254 |
| Plan Effective Date | 2017-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
- Mainehealth 403(b) Retirement Plan $2.5B · 22,911
- Northern Light Health Retirement Partnership 403(b) Plan $1.2B · 10,712
- Jax 403(b) Retirement Plan $603M · 2,735
- Mainegeneral Health 403(b) Retirement Plan $414M · 4,718
- Colby College Retirement Plan $297M · 978
Morrison Center 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is David Heller Keogh in FL ($958K); by covered participants it is Saint Andrew's School Defined Contribution Retirement Plan in FL (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($953K here).
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Saint Andrew's School Defined Contribution Retirement Plan (FL) 287 · 0 off
- Waterford Institute, Inc. Defined Contribution Ret (UT) 287 · 0 off
- Breck School Retirement Plan (MN) 287 · 0 off
- The Coordinating Center 403(b) Retirement Plan (MD) 287 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.