401(k) · DOL Form 5500 · 2024

Morris James LLP 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
160
Participants Small participant base
87th
Percentile by assets National rank
$431,488
Avg per participant High balance/head
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Official DOL plan name: Morris James LLP Retirement Plan · Sponsored by Morris James LLP · Delaware · Professional & Technical Services

$69M in assets, 160 participants

Morris James LLP's Morris James LLP Retirement Plan reported $69M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,844 in Professional & Technical Services (20,173 peers)

Coverage in Delaware

Morris James LLP Retirement Plan covers 160 participants in Delaware, about 30% of the average Delaware filer (state average ~536 per filing). Assets: $69M.

#17,844
in Professional & Technical Services (20,173 peers)
+13.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Morris James LLP Retirement Plan's outsized position by total assets

Morris James LLP Retirement Plan vs every filed plan by assets

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

$69,038,081 Top 13% higher than 87% 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

Morris James LLP 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. Morris James LLP Retirement Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morris James LLP Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Morris James LLP Retirement Plan end-of-year assets rose from $61M in the plan year 2023 filing to $69M in the plan year 2024 filing.
  • Morris James LLP Retirement Plan reported participants rose from 153 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 510023480 · Morris James LLP PY 2024 · 401(k)

Morris James LLP Retirement Plan · $69M · 160 · 87th

  • EIN $69M
  • EIN 160
  • EIN 87th
  • EIN 401(k)
  • EIN near Rodl Management, Inc. 401(k) Savings Plan
  • EIN ind #17844

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 Delaware →

Morris James LLP Retirement Plan in the asset neighbourhood

Beusa Energy 401(k) Plan$69MAesculapian Management Company, LLC 401(k) PlanAesculapian Management Compa…$69MUbg 401(k) - Agtegra$69MMorris James LLP Retirement PlanMorris James LLP Retirement …$69MRodl Management, Inc. 401(k) Savings PlanRodl Management, Inc. 401(k)…$69M
End-of-year total assets ($M) among Morris James LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Delaware filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$69M
Net Income$8M
Employer EIN510023480
Plan Effective Date1969-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris James LLP)

Sponsor-wide plan assets over time

All Morris James LLP plans reported in each filing year

Latest sponsor-wide plan assets
$69M 28.050399619607035% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $53.9M $69M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 150 $54M
2023 1 153 $61M
2024 1 160 $69M

Nearby 401(k) Plans in Delaware

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

Morris James LLP Retirement Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246810 Total assets ($B) Participants Morris James LLP Retirement Plan, Total assets ($B): 0.069038081 · Participants: 160Morris James LLP Retirement PlanAstrazeneca Savings and Security Plan, Total assets ($B): 8.644002344 · Participants: 17175Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 7.020466008 · Participants: 9658Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.411317052 · Participants: 9391Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 2.009619555 · Participants: 8887Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.306775357 · Participants: 1405Ashland Employee Savings Plan
Morris James LLP Retirement Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Morris James LLP Retirement Plan side-by-side with 3 peers →

Morris James LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Rodl Management, Inc. 401(k) Savings Plan in GA ($69M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Morris James LLP Retirement Plan assets move in 2024? ▼
Morris James LLP Retirement Plan grew at a solid clip - up 13.2% during 2024, from $61M to $69M. Reported net income was $8M.
How have Morris James LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris James LLP's sponsor-wide assets grew 28.1%, from $54M to $69M.
Where does Morris James LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Morris James LLP Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morris James LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rodl Management, Inc. 401(k) Savings Plan in GA ($69M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Morris James LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A 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 510023480.

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.