401(k) · DOL Form 5500 · 2024

Morrow Insurance Agency 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
33
Participants Small participant base
65th
Percentile by assets National rank
$470,736
Avg per participant High balance/head
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Official DOL plan name: Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan · Sponsored by Morrow Insurance Agency · North Carolina · Finance & Insurance

$16M in assets, 33 participants

Morrow Insurance Agency's Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan reported $16M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,206 in Finance & Insurance (8,549 peers)

2024 asset change

Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan grew sharply 18.2% in 2024 ($13M → $16M) for 33 participants.

#4,206
in Finance & Insurance (8,549 peers)
+18.2%
assets growth YoY

Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan vs every filed plan by assets

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

$15,534,280 Top 35% higher than 65% 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

Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership 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. Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan end-of-year assets fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan reported participants fell from 34 in the plan year 2023 filing to 33 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 560330600 · Morrow Insurance Agency PY 2024 · 401(k)

Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan · $16M · 33 · 65th

  • SCH $16M
  • SCH 33
  • SCH 65th
  • SCH 401(k)
  • SCH near Thk Rhythm North America 401(k) Plan
  • SCH ind #4206

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 North Carolina →

Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan in the asset neighbourhood

Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership PlanMorrow Insurance Agency, Inc…$16MThk Rhythm North America 401(k) PlanThk Rhythm North America 401…$16MMirka USA Inc. 401(k) Plan$16MPolly, Scatena, Vasheresse & Sater 401(k) PlanPolly, Scatena, Vasheresse &…$16MOmeda 401(k) Savings Plan$16M
End-of-year total assets ($M) among Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Morrow Insurance Agency years around the 2024 move

Sponsor-wide plan assets over time

All Morrow Insurance Agency plans reported in each filing year

Latest sponsor-wide plan assets
$16M 0.17750328808316118% vs 2022
2024 filing year
$15M$15.5M$16M$16.5M$17M$17.5M 202220232024 $15.5M $15.5M ▲ +0.1%
Year Plans Participants Total Assets
2022 1 33 $16M
2023 1 34 $17M
2024 1 33 $16M

2024 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN560330600
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan, Total assets ($B): 0.01553428 · Participants: 33Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan side-by-side with 3 peers →

Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Thk Rhythm North America 401(k) Plan in TN ($16M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan assets move in 2024? ▼
Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan grew sharply - up 18.2% during 2024, from $13M to $16M. Reported net income was $2M.
How have Morrow Insurance Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrow Insurance Agency's sponsor-wide assets grew 0.2%, from $16M to $16M.
Which 401(k) plans are similar in size to Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thk Rhythm North America 401(k) Plan in TN ($16M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Morrow Insurance Agency, Inc. Employee Savings and Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 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 560330600.

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.