401(k) · DOL Form 5500 · 2024
Morse Clinic of North Raleigh 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $102,488
- Avg per participant Below avg balance/head
Official DOL plan name: Morse Clinic 401(k) Profit Sharing Plan and Trust · Sponsored by Morse Clinic of North Raleigh · North Carolina · Healthcare & Social Assistance
$2M in assets, 18 participants
Morse Clinic of North Raleigh's Morse Clinic 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 18 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.
- #4,464 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Morse Clinic 401(k) Profit Sharing Plan and Trust grew sharply 19.6% in 2024 ($2M → $2M) for 18 participants.
- #4,464
- in Healthcare & Social Assistance (16,916 peers)
- +19.6%
- assets growth YoY
Morse Clinic 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Morse Clinic 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,844,780 29th percentile higher than 29% 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
Morse Clinic 401(k) Profit Sharing Plan and Trust 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 Clinic 401(k) Profit Sharing Plan and Trust is a small filing (18 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 811679126 · Morse Clinic of North Raleigh PY 2024 · 401(k)
Morse Clinic 401(k) Profit Sharing Plan and Trust · $2M · 18 · 29th
- PHOTO $2M
- IND 18
- EOY 29th
- 5500 401(k)
- ASSETS near Bart's Shoe Corporation 401(k) Profit Sharing Plan
- PCT ind #4464
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 North Carolina →
Morse Clinic 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $302K |
| Employer EIN | 811679126 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Morse Clinic 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Bart's Shoe Corporation 401(k) Profit Sharing Plan in OR ($2M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Bart's Shoe Corporation 401(k) Profit Sharing Plan (OR) $2M · 5
- Tall Brown Dog Retirement Plan (MI) $2M · 132
- Burke's & Brown, Inc. 401(k) Plan (IN) $2M · 11
- Under Canvas 401(k) Plan (MT) $2M · 135
Similar participant headcount
Nearest other-state filings by covered participants (18 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.