401(k) · DOL Form 5500 · 2024

Morris, Duffy, Alonso & Faley LLP 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
127
Participants Small participant base
73rd
Percentile by assets National rank
$184,871
Avg per participant Above avg balance/head
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Official DOL plan name: Morris, Duffy, Alonso & Faley 401(k) Plan · Sponsored by Morris, Duffy, Alonso & Faley LLP · New York · Professional & Technical Services

$23M in assets, 127 participants

Morris, Duffy, Alonso & Faley LLP's Morris, Duffy, Alonso & Faley 401(k) Plan reported $23M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,699 in Professional & Technical Services (20,173 peers)

Coverage in New York

Morris, Duffy, Alonso & Faley 401(k) Plan covers 127 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $23M.

#14,699
in Professional & Technical Services (20,173 peers)
+31.7%
assets growth YoY

Morris, Duffy, Alonso & Faley 401(k) Plan's outsized position by total assets

Morris, Duffy, Alonso & Faley 401(k) Plan vs every filed plan by assets

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

$23,478,611 Top 27% higher than 73% 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

Morris, Duffy, Alonso & Faley 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morris, Duffy, Alonso & Faley 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morris, Duffy, Alonso & Faley 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Morris, Duffy, Alonso & Faley 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Morris, Duffy, Alonso & Faley 401(k) Plan reported participants rose from 118 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133843068 · Morris, Duffy, Alonso & Faley LLP PY 2024 · 401(k)

Morris, Duffy, Alonso & Faley 401(k) Plan · $23M · 127 · 73rd

  • VS-ST $23M
  • BOY 127
  • SCH 73rd
  • EBSA 401(k)
  • PART near Eightfold Ai Inc 401(k) Plan
  • TYPE ind #14699

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 New York →

Morris, Duffy, Alonso & Faley 401(k) Plan in the asset neighbourhood

Morris, Duffy, Alonso & Faley 401(k) PlanMorris, Duffy, Alonso & Fale…$23MEightfold Ai Inc 401(k) Plan$23MR. W. Griffin Feed Seed & Fertilizer 401(k) PlanR. W. Griffin Feed Seed & Fe…$23MAlexander Thompson Arnold PLLC 401(k) PlanAlexander Thompson Arnold PL…$23MFlint 401(k) Retirement/Profit Sharing PlanFlint 401(k) Retirement/Prof…$23M
End-of-year total assets ($M) among Morris, Duffy, Alonso & Faley 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$6M
Employer EIN133843068
Plan Effective Date2000-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris, Duffy, Alonso & Faley LLP)

Sponsor-wide plan assets over time

All Morris, Duffy, Alonso & Faley LLP plans reported in each filing year

Latest sponsor-wide plan assets
$23M 73.21714850885002% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.6M $23.5M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 106 $14M
2023 1 118 $18M
2024 1 127 $23M

Nearby 401(k) Plans in New York

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

Morris, Duffy, Alonso & Faley 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Morris, Duffy, Alonso & Faley 401(k) Plan, Total assets ($B): 0.023478611 · Participants: 127Morris, Duffy, Alonso & Faley 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Morris, Duffy, Alonso & Faley 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Morris, Duffy, Alonso & Faley 401(k) Plan side-by-side with 3 peers →

Morris, Duffy, Alonso & Faley 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Eightfold Ai Inc 401(k) Plan in CA ($23M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Morris, Duffy, Alonso & Faley 401(k) Plan assets move in 2024? ▼
Morris, Duffy, Alonso & Faley 401(k) Plan surged - up 31.7% during 2024, from $18M to $23M. Reported net income was $6M.
How have Morris, Duffy, Alonso & Faley LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris, Duffy, Alonso & Faley LLP's sponsor-wide assets grew 73.2%, from $14M to $23M.
Which 401(k) plans are similar in size to Morris, Duffy, Alonso & Faley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eightfold Ai Inc 401(k) Plan in CA ($23M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Morris, Duffy, Alonso & Faley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 133843068.

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.