401(k) · DOL Form 5500 · 2024

The Morris Investment Company 401(k) Plan

Data updated 2026-08-25

$933K
Total assets Small plan by assets
5
Participants Small participant base
23rd
Percentile by assets National rank
$186,563
Avg per participant Above avg balance/head
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Official DOL plan name: The Morris Investment 401(k) Profit Sharing Plan · Sponsored by The Morris Investment Company · Ohio · Finance & Insurance

$933K in assets, 5 participants

The Morris Investment Company's The Morris Investment 401(k) Profit Sharing Plan reported $933K in total assets and 5 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.

  • #1,094 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

The Morris Investment 401(k) Profit Sharing Plan holds $933K for 5 participants - about $186,563 per participant, among the smaller plans by assets on file.

#1,094
in Finance & Insurance (8,549 peers)
+7.2%
assets growth YoY

The Morris Investment 401(k) Profit Sharing Plan among the smaller filed plans by assets

The Morris Investment 401(k) Profit Sharing Plan vs every filed plan by assets

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

$932,814 23rd percentile higher than 23% 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

The Morris Investment 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Morris Investment 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Morris Investment 401(k) Profit Sharing Plan reported net income rose from -$81K in the plan year 2023 filing to $63K in the plan year 2024 filing.
  • The Morris Investment 401(k) Profit Sharing Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • The Morris Investment 401(k) Profit Sharing Plan end-of-year assets rose from $870K in the plan year 2023 filing to $933K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 310516365 · The Morris Investment Company PY 2024 · 401(k)

The Morris Investment 401(k) Profit Sharing Plan · $933K · 5 · 23rd

  • ASSETS $933K
  • ASSETS 5
  • ASSETS 23rd
  • ASSETS 401(k)
  • ASSETS near Gulf Coast Restaurant Group, Inc. 401(k) Plan
  • ASSETS ind #1094

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 Ohio →

The Morris Investment 401(k) Profit Sharing Plan in the asset neighbourhood

The Morris Investment 401(k) Profit Sharing PlanThe Morris Investment 401(k)…$933KGulf Coast Restaurant Group, Inc. 401(k) PlanGulf Coast Restaurant Group,…$933KDr. Douglas a. Taranow 401(k) Profit Sharing Plan and TrustDr. Douglas a. Taranow 401(k…$933KTotal Independence and Mobility Inc. 401(k) PlanTotal Independence and Mobil…$933KGround Services Inc. 401(k) Profit Sharing Plan & TrustGround Services Inc. 401(k) …$933K
End-of-year total assets ($M) among The Morris Investment 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$870K
Net Assets (End of Year)$933K
Net Income$63K
Employer EIN310516365
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Morris Investment Company)

Sponsor-wide plan assets over time

All The Morris Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$933K 1.928184079549684% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M 202220232024 $0.95M $0.93M ▼ -2.1%
Year Plans Participants Total Assets
2022 1 7 $951K
2023 1 6 $870K
2024 1 5 $933K

Nearby 401(k) Plans in Ohio

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

The Morris Investment 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Morris Investment 401(k) Profit Sharing Plan, Total assets ($B): 0.000932814 · Participants: 5The Morris Investment 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
The Morris Investment 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Morris Investment 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Morris Investment 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Gulf Coast Restaurant Group, Inc. 401(k) Plan in MS ($933K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 The Morris Investment 401(k) Profit Sharing Plan assets move in 2024? ▼
The Morris Investment 401(k) Profit Sharing Plan grew at a solid clip - up 7.2% during 2024, from $870K to $933K. Reported net income was $63K.
How have The Morris Investment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Morris Investment Company's sponsor-wide assets declined 1.9%, from $951K to $933K.
Where does The Morris Investment 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Morris Investment 401(k) Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Morris Investment 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gulf Coast Restaurant Group, Inc. 401(k) Plan in MS ($933K, 1,130 participants).
Which 401(k) plans cover a similar participant headcount to The Morris Investment 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 310516365.

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.