401(k) · DOL Form 5500 · 2024

Morris Bank 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
182
Participants Below avg headcount
78th
Percentile by assets National rank
$175,504
Avg per participant Above avg balance/head
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Official DOL plan name: Morris Bank 401(k) and Employee Stock Ownership Plan · Sponsored by Morris Bank · Georgia · Finance & Insurance

$32M in assets, 182 participants

Morris Bank's Morris Bank 401(k) and Employee Stock Ownership Plan reported $32M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,646 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Morris Bank 401(k) and Employee Stock Ownership Plan covers 182 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: $32M.

#5,646
in Finance & Insurance (8,549 peers)
+10.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Morris Bank 401(k) and Employee Stock Ownership Plan's outsized position by total assets

Morris Bank 401(k) and Employee Stock Ownership Plan vs every filed plan by assets

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

$31,941,653 Top 22% higher than 78% 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 Bank 401(k) and Employee Stock Ownership 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 Bank 401(k) and Employee Stock Ownership Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morris Bank 401(k) and Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Morris Bank 401(k) and Employee Stock Ownership Plan end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Morris Bank 401(k) and Employee Stock Ownership Plan reported participants fell from 185 in the plan year 2023 filing to 182 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 580806683 · Morris Bank PY 2024 · 401(k)

Morris Bank 401(k) and Employee Stock Ownership Plan · $32M · 182 · 78th

  • 5500 $32M
  • ASSETS 182
  • PCT 78th
  • EIN 401(k)
  • RANK near Alex Paris Contracting Company Inc. Safe Harbor 401(k) Profit Sharing Plan
  • PHOTO ind #5646

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 Finance & Insurance retirement plans → · Plans in Georgia →

Morris Bank 401(k) and Employee Stock Ownership Plan in the asset neighbourhood

Morris Bank 401(k) and Employee Stock Ownership PlanMorris Bank 401(k) and Emplo…$32MAlex Paris Contracting Company Inc. Safe Harbor 401(k) Profit Sharing PlanAlex Paris Contracting Compa…$32MAlex Paris Contracting Company Inc. Safe Harbor 401(k) Profit Sharing PlanAlex Paris Contracting Compa…$32MDsi Holding USA Inc. Profit Sharing and Retirement PlanDsi Holding USA Inc. Profit …$32MNic Global 401(k) Plan$32M
End-of-year total assets ($M) among Morris Bank 401(k) and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN580806683
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris Bank)

Sponsor-wide plan assets over time

All Morris Bank plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.700399484093243% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.7M $31.9M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 189 $27M
2023 1 185 $29M
2024 1 182 $32M

Nearby 401(k) Plans in Georgia

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

Morris Bank 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Morris Bank 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.031941653 · Participants: 182Morris Bank 401(k) and Employee Stock Ownership PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Morris Bank 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Morris Bank 401(k) and Employee Stock Ownership Plan side-by-side with 3 peers →

Morris Bank 401(k) and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Alex Paris Contracting Company Inc. Safe Harbor 401(k) Profit Sharing Plan in PA ($32M); by covered participants it is Fortis Lux Advantage 401(k) in FL (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Bank 401(k) and Employee Stock Ownership Plan assets move in 2024? ▼
Morris Bank 401(k) and Employee Stock Ownership Plan grew at a solid clip - up 10.3% during 2024, from $29M to $32M. Reported net income was $3M.
How have Morris Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris Bank's sponsor-wide assets grew 19.7%, from $27M to $32M.
Where does Morris Bank 401(k) and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Morris Bank 401(k) and Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morris Bank 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alex Paris Contracting Company Inc. Safe Harbor 401(k) Profit Sharing Plan in PA ($32M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Morris Bank 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fortis Lux Advantage 401(k) in FL (182 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 580806683.

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.