Profit Sharing · DOL Form 5500 · 2024

Maxwell & Morgan, P.C. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
27
Participants Small participant base
42nd
Percentile by assets National rank
$186,000
Avg per participant Above avg balance/head
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Official DOL plan name: Maxwell & Morgan, P.C. 401(k) Plan · Sponsored by Maxwell & Morgan, P.C. · Arizona · Professional & Technical Services

$5M in assets, 27 participants

Maxwell & Morgan, P.C.'s Maxwell & Morgan, P.C. 401(k) Plan reported $5M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,987 in Professional & Technical Services (20,173 peers)

Maxwell & Morgan, P.C. multi-year trail

Maxwell & Morgan, P.C.'s plans moved +35.8% in assets from 2022 to 2024; this filing shows Maxwell & Morgan, P.C. 401(k) Plan at $5M / 27 participants.

#7,987
in Professional & Technical Services (20,173 peers)
+13.6%
assets growth YoY

Maxwell & Morgan, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Maxwell & Morgan, P.C. 401(k) Plan vs every filed plan by assets

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

$5,022,009 42nd percentile higher than 42% 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

Maxwell & Morgan, P.C. 401(k) 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. Maxwell & Morgan, P.C. 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Maxwell & Morgan, P.C. 401(k) Plan reported participants fell from 34 in the plan year 2023 filing to 27 in the plan year 2024 filing.
  • Maxwell & Morgan, P.C. 401(k) Plan reported net income fell from $723K in the plan year 2023 filing to $602K in the plan year 2024 filing.
  • Maxwell & Morgan, P.C. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860671607 · Maxwell & Morgan, P.C. PY 2024 · Profit Sharing

Maxwell & Morgan, P.C. 401(k) Plan · $5M · 27 · 42nd

  • EOY $5M
  • EOY 27
  • EOY 42nd
  • EOY Profit Sharing
  • EOY near Backenroth Frankel & Krinsky LLP Profit Sharing Plan & Trust
  • EOY ind #7987

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 Arizona →

Maxwell & Morgan, P.C. 401(k) Plan in the asset neighbourhood

Nebraska Dermatology, LLC Retirement PlanNebraska Dermatology, LLC Re…$5MMaxwell & Morgan, P.C. 401(k) PlanMaxwell & Morgan, P.C. 401(k…$5MBackenroth Frankel & Krinsky LLP Profit Sharing Plan & TrustBackenroth Frankel & Krinsky…$5MFox Accountancy Corporation Profit Sharing PlanFox Accountancy Corporation …$5MRich Grant Inc. Profit Sharing PlanRich Grant Inc. Profit Shari…$5M
End-of-year total assets ($M) among Maxwell & Morgan, P.C. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Maxwell & Morgan, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Maxwell & Morgan, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.83184685811656% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.7M $5.02M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 30 $4M
2023 1 34 $4M
2024 1 27 $5M

Maxwell & Morgan, P.C. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$602K
Employer EIN860671607
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Maxwell & Morgan, P.C. 401(k) Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 020406080 Total assets ($M) Participants Maxwell & Morgan, P.C. 401(k) Plan, Total assets ($M): 5.022009 · Participants: 27Maxwell & Morgan, P.C. 401(k) PlanPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC Plan
Maxwell & Morgan, P.C. 401(k) Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Maxwell & Morgan, P.C. 401(k) Plan side-by-side with 3 peers →

Maxwell & Morgan, P.C. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Backenroth Frankel & Krinsky LLP Profit Sharing Plan & Trust in NY ($5M); by covered participants it is Learning First, Inc. Retirement Plan in NJ (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Maxwell & Morgan, P.C. 401(k) Plan assets move in 2024? ▼
Maxwell & Morgan, P.C. 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $4M to $5M. Reported net income was $602K.
How have Maxwell & Morgan, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maxwell & Morgan, P.C.'s sponsor-wide assets grew 35.8%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Maxwell & Morgan, P.C. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Backenroth Frankel & Krinsky LLP Profit Sharing Plan & Trust in NY ($5M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Maxwell & Morgan, P.C. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Learning First, Inc. Retirement Plan in NJ (27 participants, $2M 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 860671607.

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.