401(k) · DOL Form 5500 · 2024
Morrow Memorial Home 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $26,531
- Avg per participant Low balance/head
Official DOL plan name: Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan · Sponsored by Morrow Memorial Home · Wisconsin · Healthcare & Social Assistance
$5M in assets, 178 participants
Morrow Memorial Home's Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan reported $5M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,399 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan covers 178 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.
- #7,399
- in Healthcare & Social Assistance (16,916 peers)
- +15.3%
- assets growth YoY
Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,722,458 41st percentile higher than 41% 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
Morrow Memorial Home for the Aged 401(k) & Profit Sharing 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. Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan sits mid-pack in the medium band (178 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan reported participants rose from 170 in the plan year 2023 filing to 178 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390832605 · Morrow Memorial Home PY 2024 · 401(k)
Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan · $5M · 178 · 41st
- IND $5M
- EOY 178
- 5500 41st
- ASSETS 401(k)
- PCT near Ageless Men's Health Holdings Inc. 401(k) Plan
- EIN ind #7399
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 Wisconsin →
Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $626K |
| Employer EIN | 390832605 |
| Plan Effective Date | 1979-08-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morrow Memorial Home)
Sponsor-wide plan assets over time
All Morrow Memorial Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 36.758449850541744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 170 | $3M |
| 2023 | 2 | 264 | $4M |
| 2024 | 2 | 275 | $5M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ageless Men's Health Holdings Inc. 401(k) Plan in AZ ($5M); by covered participants it is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Bauer's Intelligent Transportation, Inc. 401(k) Plan (CA) 178 · 0 off
- Miller Motorcars, Inc. 401(k) Plan (CT) 178 · 0 off
- Tulsa Zoo Management, Inc. 401(k) Plan (OK) 178 · 0 off
- Midsouth Satellite LLC 401(k) Profit Sharing Plan and Trust (TN) 178 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.