401(k) · DOL Form 5500 · 2024

Morris & Garritano Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
144
Participants Small participant base
67th
Percentile by assets National rank
$120,168
Avg per participant Near avg balance/head
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Official DOL plan name: Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Morris & Garritano Insurance Agency, Inc. · California · Finance & Insurance

$17M in assets, 144 participants

Morris & Garritano Insurance Agency, Inc.'s Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $17M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,434 in Finance & Insurance (8,549 peers)

Coverage in California

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $17M.

#4,434
in Finance & Insurance (8,549 peers)
+17.7%
assets growth YoY

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,304,237 Top 33% higher than 67% 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 & Garritano Insurance Agency, Inc. 401(k) Profit Sharing 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 & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan reported participants rose from 134 in the plan year 2023 filing to 144 in the plan year 2024 filing.
  • Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952304670 · Morris & Garritano Insurance Agency, Inc. PY 2024 · 401(k)

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan · $17M · 144 · 67th

  • PART $17M
  • PART 144
  • PART 67th
  • PART 401(k)
  • PART near Mountain Commerce Bank Retirement & Savings Plan
  • PART ind #4434

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 Finance & Insurance retirement plans → · Plans in California →

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Retirement Savings Plan for Employees of Edwards Garment Co.Retirement Savings Plan for …$17MM.P.G. Pipeline Contractors L.L.C. 401(k) PlanM.P.G. Pipeline Contractors …$17MMcgriff 401(k) Plan$17MMorris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing PlanMorris & Garritano Insurance…$17MMountain Commerce Bank Retirement & Savings PlanMountain Commerce Bank Retir…$17M
End-of-year total assets ($M) among Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN952304670
Plan Effective Date1972-03-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris & Garritano Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Morris & Garritano Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.28209897853912% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.9M $17.3M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 129 $12M
2023 1 134 $15M
2024 1 144 $17M

Nearby 401(k) Plans in California

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

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017304237 · Participants: 144Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mountain Commerce Bank Retirement & Savings Plan in TN ($17M); by covered participants it is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.7% during 2024, from $15M to $17M. Reported net income was $3M.
How have Morris & Garritano Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris & Garritano Insurance Agency, Inc.'s sponsor-wide assets grew 45.3%, from $12M to $17M.
Which 401(k) plans are similar in size to Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mountain Commerce Bank Retirement & Savings Plan in TN ($17M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Morris & Garritano Insurance Agency, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants, $17M 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 952304670.

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.