Profit Sharing · DOL Form 5500 · 2024

Hanna and Morton LLP Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$936,243
Avg per participant High balance/head
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Official DOL plan name: Hanna and Morton, LLP Profit Sharing Plan for Selected Employees · Sponsored by Hanna and Morton LLP · California · Professional & Technical Services

$2M in assets, 2 participants

Hanna and Morton LLP's Hanna and Morton, LLP Profit Sharing Plan for Selected Employees reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,914 in Professional & Technical Services (20,173 peers)

2024 asset change

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees declined sharply 20.0% in 2024 ($2M → $2M) for 2 participants.

#4,914
in Professional & Technical Services (20,173 peers)
-20.0%
assets change YoY

The plan reported a net loss of $468K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees among the smaller filed plans by assets

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees vs every filed plan by assets

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

$1,872,486 29th percentile higher than 29% 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

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hanna and Morton, LLP Profit Sharing Plan for Selected Employees is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hanna and Morton, LLP Profit Sharing Plan for Selected Employees reported net income fell from $288K in the plan year 2023 filing to -$468K in the plan year 2024 filing.
  • Hanna and Morton, LLP Profit Sharing Plan for Selected Employees end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952374061 · Hanna and Morton LLP PY 2024 · Profit Sharing

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees · $2M · 2 · 29th

  • VS-ST $2M
  • BOY 2
  • SCH 29th
  • EBSA Profit Sharing
  • PART near Innovative Offerings, Inc. Profit Sharing Plan & Trust
  • TYPE ind #4914

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 California →

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees in the asset neighbourhood

Hanna and Morton, LLP Profit Sharing Plan for Selected EmployeesHanna and Morton, LLP Profit…$2MInnovative Offerings, Inc. Profit Sharing Plan & TrustInnovative Offerings, Inc. P…$2MMarkiewich & Monastra LLC Profit Sharing PlanMarkiewich & Monastra LLC Pr…$2MContainer Systems & Equipment Company Profit Sharing PlanContainer Systems & Equipmen…$2MJohn Shekarchi, Esquire Retirement PlanJohn Shekarchi, Esquire Reti…$2M
End-of-year total assets ($M) among Hanna and Morton, LLP Profit Sharing Plan for Selected Employees and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Hanna and Morton LLP years around the 2024 move

Sponsor-wide plan assets over time

All Hanna and Morton LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.764385247638941% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $2.05M $1.87M ▼ -8.8%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$468K
Employer EIN952374061
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Hanna and Morton, LLP Profit Sharing Plan for Selected Employees, Total assets ($B): 0.001872486 · Participants: 2Hanna and Morton, LLP Profit Sharing Plan for Selected EmployeesScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Hanna and Morton, LLP Profit Sharing Plan for Selected Employees vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Hanna and Morton, LLP Profit Sharing Plan for Selected Employees side-by-side with 3 peers →

Hanna and Morton, LLP Profit Sharing Plan for Selected Employees's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Innovative Offerings, Inc. Profit Sharing Plan & Trust in NY ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Hanna and Morton, LLP Profit Sharing Plan for Selected Employees assets move in 2024? ▼
Hanna and Morton, LLP Profit Sharing Plan for Selected Employees declined sharply - down 20.0% during 2024, from $2M to $2M. Reported net income was -$468K.
How have Hanna and Morton LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hanna and Morton LLP's sponsor-wide assets declined 8.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Hanna and Morton, LLP Profit Sharing Plan for Selected Employees? ▼
Among Profit Sharing plans in other states, the closest by assets is Innovative Offerings, Inc. Profit Sharing Plan & Trust in NY ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Hanna and Morton, LLP Profit Sharing Plan for Selected Employees? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 952374061.

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.