401(k) · DOL Form 5500 · 2024
Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 1,077
- Participants Near avg headcount
- 64th
- Percentile by assets National rank
- $13,540
- Avg per participant Low balance/head
Official DOL plan name: Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan · Sponsored by Morrison, Ekre & Bart Management Services, Inc. · Arizona · Real Estate
$15M in assets, 1,077 participants
Morrison, Ekre & Bart Management Services, Inc.'s Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan reported $15M in total assets and 1,077 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #3,669 in Real Estate (4,605 peers)
Morrison, Ekre & Bart Management Services, Inc. multi-year trail
Morrison, Ekre & Bart Management Services, Inc.'s plans moved +121.6% in assets from 2022 to 2024; this filing shows Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan at $15M / 1,077 participants.
- #3,669
- in Real Estate (4,605 peers)
- +72.0%
- assets growth YoY
Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,582,165 Top 36% higher than 64% 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
Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan lands in the large band (1,077 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan reported participants rose from 621 in the plan year 2023 filing to 1,077 in the plan year 2024 filing.
- Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860845708 · Morrison, Ekre & Bart Management Services, Inc. PY 2024 · 401(k)
Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan · $15M · 1,077 · 64th
- PCT $15M
- EIN 1,077
- RANK 64th
- PHOTO 401(k)
- IND near Charlie Health 401(k) Plan
- EOY ind #3669
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 Real Estate retirement plans → · Plans in Arizona →
Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan in the asset neighbourhood
Morrison, Ekre & Bart Management Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Morrison, Ekre & Bart Management Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 121.6287415575482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 588 | $7M |
| 2023 | 1 | 621 | $8M |
| 2024 | 1 | 1,077 | $15M |
Morrison, Ekre & Bart Management Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 860845708 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Charlie Health 401(k) Plan in MT ($15M); by covered participants it is Symrise Inc. Employee Savings Plan in NJ (1,077 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Charlie Health 401(k) Plan (MT) $15M · 748
- Aco, Inc Tax Favored Savings Plan (OH) $15M · 177
- Charles Penzone, Inc. 401(k) Plan and Trust (OH) $15M · 300
- Superalloy Mfg Solutions Corp. 401(k) Ret Plan (OH) $15M · 146
Similar participant headcount
Nearest other-state filings by covered participants (1,077 participants); asset peers above are excluded.
- Symrise Inc. Employee Savings Plan (NJ) 1,077 · 0 off
- Spx Flow Retirement Savings Plan (NC) 1,077 · 0 off
- Waste Isolation Pilot Plant Savings Plan (NM) 1,077 · 0 off
- One Member Retirement Plan (IL) 1,077 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.