Profit Sharing · DOL Form 5500 · 2024
Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $591,975
- Avg per participant High balance/head
Official DOL plan name: Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan · Sponsored by Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 6 participants
Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010's Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan reported $4M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,340 in Healthcare & Social Assistance (16,916 peers)
Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 multi-year trail
Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010's plans moved +28.0% in assets from 2022 to 2024; this filing shows Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan at $4M / 6 participants.
- #6,340
- in Healthcare & Social Assistance (16,916 peers)
- +13.6%
- assets growth YoY
Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,551,848 36th percentile higher than 36% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bruce W. Morrison, Jr., M.D., P.C. 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. Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan reported net income rose from $351K in the plan year 2023 filing to $425K in the plan year 2024 filing.
- Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 251636018 · Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 PY 2024 · Profit Sharing
Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan · $4M · 6 · 36th
- EIN $4M
- EIN 6
- EIN 36th
- EIN Profit Sharing
- EIN near Dr. Frank a. Rich, D. O. , Inc. Employees' Profit Sharing Plan
- EIN ind #6340
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan in the asset neighbourhood
Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 multi-year asset trail
Sponsor-wide plan assets over time
All Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 27.965978039493173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $3M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 6 | $4M |
Bruce W. Morrison, Jr., M.D., P.C. 200 Delafield Road, Suite 2010 filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $425K |
| Employer EIN | 251636018 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Bruce W. Morrison, Jr., M.D., P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Dr. Frank a. Rich, D. O. , Inc. Employees' Profit Sharing Plan in OH ($4M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.