401(k) · DOL Form 5500 · 2024

Morse, Barnes-Brown & Pendleton, P.C. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
64
Participants Small participant base
72nd
Percentile by assets National rank
$351,772
Avg per participant High balance/head
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Official DOL plan name: Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan · Sponsored by Morse, Barnes-Brown & Pendleton, P.C. · Massachusetts · Professional & Technical Services

$23M in assets, 64 participants

Morse, Barnes-Brown & Pendleton, P.C.'s Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan reported $23M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,531 in Professional & Technical Services (20,173 peers)

Morse, Barnes-Brown & Pendleton, P.C. multi-year trail

Morse, Barnes-Brown & Pendleton, P.C.'s plans moved +29.3% in assets from 2022 to 2024; this filing shows Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan at $23M / 64 participants.

#14,531
in Professional & Technical Services (20,173 peers)
+10.7%
assets growth YoY

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan's outsized position by total assets

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan vs every filed plan by assets

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

$22,513,400 Top 28% higher than 72% 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

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan reported participants fell from 66 in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043193655 · Morse, Barnes-Brown & Pendleton, P.C. PY 2024 · 401(k)

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan · $23M · 64 · 72nd

  • PART $23M
  • TYPE 64
  • NET 72nd
  • BOOK 401(k)
  • VS-ST near United States Mineral Products Company Savings Plan 401(k)
  • BOY ind #14531

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 Massachusetts →

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan in the asset neighbourhood

Plymouth Poultry Company Retirement PlanPlymouth Poultry Company Ret…$23MMorse, Barnes-Brown & Pendleton, P.C. Profit Sharing PlanMorse, Barnes-Brown & Pendle…$23MUnited States Mineral Products Company Savings Plan 401(k)United States Mineral Produc…$23MRepublic Refrigeration, Inc. 401(k) Profit Sharing PlanRepublic Refrigeration, Inc.…$23MCawley Gillespie & Associates, Inc. Employee Profit Sharing PlanCawley Gillespie & Associate…$23M
End-of-year total assets ($M) among Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Morse, Barnes-Brown & Pendleton, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Morse, Barnes-Brown & Pendleton, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 29.28414447982935% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $22.5M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 66 $17M
2023 1 66 $20M
2024 1 64 $23M

Morse, Barnes-Brown & Pendleton, P.C. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN043193655
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan, Total assets ($B): 0.0225134 · Participants: 64Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan side-by-side with 3 peers →

Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is United States Mineral Products Company Savings Plan 401(k) in NJ ($23M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan assets move in 2024? ▼
Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan grew at a solid clip - up 10.7% during 2024, from $20M to $23M. Reported net income was $2M.
How have Morse, Barnes-Brown & Pendleton, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morse, Barnes-Brown & Pendleton, P.C.'s sponsor-wide assets grew 29.3%, from $17M to $23M.
Which 401(k) plans are similar in size to Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is United States Mineral Products Company Savings Plan 401(k) in NJ ($23M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Morse, Barnes-Brown & Pendleton, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M 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 043193655.

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.