401(k) · DOL Form 5500 · 2024

Morrison-Maierle, Inc. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
354
Participants Below avg headcount
88th
Percentile by assets National rank
$206,714
Avg per participant Above avg balance/head
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Official DOL plan name: Morrison-Maierle, Inc. 401(k) Plan · Sponsored by Morrison-Maierle, Inc. · Montana · Professional & Technical Services

$73M in assets, 354 participants

Morrison-Maierle, Inc.'s Morrison-Maierle, Inc. 401(k) Plan reported $73M in total assets and 354 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,960 in Professional & Technical Services (20,173 peers)

Where Morrison-Maierle, Inc. 401(k) Plan sits by assets

Morrison-Maierle, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $73M for 354 participants (~$206,714/participant), up 18.8% in 2024.

#17,960
in Professional & Technical Services (20,173 peers)
+18.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Morrison-Maierle, Inc. 401(k) Plan's outsized position by total assets

Morrison-Maierle, Inc. 401(k) Plan vs every filed plan by assets

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

$73,176,925 Top 12% higher than 88% 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-Maierle, Inc. 401(k) 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-Maierle, Inc. 401(k) Plan sits mid-pack in the medium band (354 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morrison-Maierle, Inc. 401(k) Plan end-of-year assets rose from $62M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • Morrison-Maierle, Inc. 401(k) Plan reported participants rose from 342 in the plan year 2023 filing to 354 in the plan year 2024 filing.
  • Morrison-Maierle, Inc. 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810217149 · Morrison-Maierle, Inc. PY 2024 · 401(k)

Morrison-Maierle, Inc. 401(k) Plan · $73M · 354 · 88th

  • BOOK $73M
  • BOOK 354
  • BOOK 88th
  • BOOK 401(k)
  • BOOK near Orange Coast Title Family of Companies Employee Savings Plan
  • BOOK ind #17960

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 Montana →

Morrison-Maierle, Inc. 401(k) Plan in the asset neighbourhood

The American Kennel Club 401(k) Tax Deferred Savings PlanThe American Kennel Club 401…$73MBuilders Mutual Insurance Company 401(k) Retirement PlanBuilders Mutual Insurance Co…$73MMorrison-Maierle, Inc. 401(k) PlanMorrison-Maierle, Inc. 401(k…$73MOrange Coast Title Family of Companies Employee Savings PlanOrange Coast Title Family of…$73MCapspecialty, Inc. 401(k) PlanCapspecialty, Inc. 401(k) Pl…$73M
End-of-year total assets ($M) among Morrison-Maierle, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$73M
Net Income$12M
Employer EIN810217149
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morrison-Maierle, Inc.)

Sponsor-wide plan assets over time

All Morrison-Maierle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$150M 30.609124037890666% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $115M $150M ▲ +30.6%
Year Plans Participants Total Assets
2022 2 592 $115M
2023 2 620 $135M
2024 2 648 $150M

Nearby 401(k) Plans in Montana

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

Morrison-Maierle, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Morrison-Maierle, Inc. 401(k) Plan, Total assets ($M): 73.176925 · Participants: 354Morrison-Maierle, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Morrison-Maierle, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Morrison-Maierle, Inc. 401(k) Plan side-by-side with 3 peers →

Morrison-Maierle, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Orange Coast Title Family of Companies Employee Savings Plan in CA ($73M); by covered participants it is Harper Systems, Inc. 401(k) Plan in TX (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 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-Maierle, Inc. 401(k) Plan assets move in 2024? ▼
Morrison-Maierle, Inc. 401(k) Plan grew sharply - up 18.8% during 2024, from $62M to $73M. Reported net income was $12M.
How have Morrison-Maierle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrison-Maierle, Inc.'s sponsor-wide assets grew 30.6%, from $115M to $150M.
Where does Morrison-Maierle, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Morrison-Maierle, Inc. 401(k) Plan ranks in the 88th 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 Morrison-Maierle, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orange Coast Title Family of Companies Employee Savings Plan in CA ($73M, 662 participants).
Which 401(k) plans cover a similar participant headcount to Morrison-Maierle, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harper Systems, Inc. 401(k) Plan in TX (354 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 810217149.

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.