401(k) · DOL Form 5500 · 2024

Morley and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
30
Participants Small participant base
37th
Percentile by assets National rank
$119,201
Avg per participant Near avg balance/head
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Official DOL plan name: Morley and Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Morley and Associates, Inc. · Indiana · Professional & Technical Services

$4M in assets, 30 participants

Morley and Associates, Inc.'s Morley and Associates, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,725 in Professional & Technical Services (20,173 peers)

Morley and Associates, Inc. multi-year trail

Morley and Associates, Inc.'s plans moved +47.7% in assets from 2022 to 2024; this filing shows Morley and Associates, Inc. 401(k) Profit Sharing Plan at $4M / 30 participants.

#6,725
in Professional & Technical Services (20,173 peers)
+14.0%
assets growth YoY

Morley and Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Morley and Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,576,026 37th percentile higher than 37% 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

Morley and Associates, Inc. 401(k) Profit Sharing 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. Morley and Associates, Inc. 401(k) Profit Sharing Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morley and Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $717K in the plan year 2023 filing to $439K in the plan year 2024 filing.
  • Morley and Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Morley and Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 27 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351383930 · Morley and Associates, Inc. PY 2024 · 401(k)

Morley and Associates, Inc. 401(k) Profit Sharing Plan · $4M · 30 · 37th

  • SCH $4M
  • EBSA 30
  • PART 37th
  • TYPE 401(k)
  • NET near Issuer Direct Corporation 401(k) Plan
  • BOOK ind #6725

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 Indiana →

Morley and Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Morley and Associates, Inc. 401(k) Profit Sharing PlanMorley and Associates, Inc. …$4MIssuer Direct Corporation 401(k) PlanIssuer Direct Corporation 40…$4MXcellent Technology Solutions 401(k) Profit Sharing Plan & TrustXcellent Technology Solution…$4MNexgen 401(k) Plan$4MA & M Tool & Die Co Inc Employees Savings PlanA & M Tool & Die Co Inc Empl…$4M
End-of-year total assets ($M) among Morley and Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Morley and Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morley and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.72584001936615% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.42M $3.58M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 28 $2M
2023 1 27 $3M
2024 1 30 $4M

Morley and Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$439K
Employer EIN351383930
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Morley and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Morley and Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003576026 · Participants: 30Morley and Associates, Inc. 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Morley and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Morley and Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Morley and Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Issuer Direct Corporation 401(k) Plan in NC ($4M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Morley and Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Morley and Associates, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.0% during 2024, from $3M to $4M. Reported net income was $439K.
How have Morley and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morley and Associates, Inc.'s sponsor-wide assets grew 47.7%, from $2M to $4M.
Which 401(k) plans are similar in size to Morley and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Issuer Direct Corporation 401(k) Plan in NC ($4M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Morley and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M 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 351383930.

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.