401(k) · DOL Form 5500 · 2024

Morse Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$662K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$220,612
Avg per participant Above avg balance/head
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Official DOL plan name: Morse Brothers, Inc. 401(k) Retirement Plan · Sponsored by Morse Brothers, Inc. · Massachusetts · Agriculture, Forestry & Fishing

$662K in assets, 3 participants

Morse Brothers, Inc.'s Morse Brothers, Inc. 401(k) Retirement Plan reported $662K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #206 in Agriculture, Forestry & Fishing (1,217 peers)

Morse Brothers, Inc. multi-year trail

Morse Brothers, Inc.'s plans moved +23.9% in assets from 2022 to 2024; this filing shows Morse Brothers, Inc. 401(k) Retirement Plan at $662K / 3 participants.

#206
in Agriculture, Forestry & Fishing (1,217 peers)
+11.3%
assets growth YoY

Morse Brothers, Inc. 401(k) Retirement Plan among the smaller filed plans by assets

Morse Brothers, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$661,837 20th percentile higher than 20% 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

Morse Brothers, Inc. 401(k) Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morse Brothers, Inc. 401(k) Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morse Brothers, Inc. 401(k) Retirement Plan end-of-year assets rose from $595K in the plan year 2023 filing to $662K in the plan year 2024 filing.
  • Morse Brothers, Inc. 401(k) Retirement Plan reported net income rose from $61K in the plan year 2023 filing to $67K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042287447 · Morse Brothers, Inc. PY 2024 · 401(k)

Morse Brothers, Inc. 401(k) Retirement Plan · $662K · 3 · 20th

  • VS-ST $662K
  • VS-ST 3
  • VS-ST 20th
  • VS-ST 401(k)
  • VS-ST near Lifecycle Advantage, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #206

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Massachusetts →

Morse Brothers, Inc. 401(k) Retirement Plan in the asset neighbourhood

Morse Brothers, Inc. 401(k) Retirement PlanMorse Brothers, Inc. 401(k) …$662KLifecycle Advantage, Inc. 401(k) Profit Sharing PlanLifecycle Advantage, Inc. 40…$662KColorado Diesel Repair and Fabrication Retirement PlanColorado Diesel Repair and F…$662KPeoplecare Health System Inc. Pension Transfer Trust PlanPeoplecare Health System Inc…$662KHats-N-Homes, Inc. 401(k) PlanHats-N-Homes, Inc. 401(k) Pl…$662K
End-of-year total assets ($M) among Morse Brothers, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Morse Brothers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morse Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$662K 23.860882323768244% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M 202220232024 $0.53M $0.66M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 8 $534K
2023 1 3 $595K
2024 1 3 $662K

Morse Brothers, Inc. filing trail (2024)

Total Assets (Beginning of Year)$595K
Net Assets (End of Year)$662K
Net Income$67K
Employer EIN042287447
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Morse Brothers, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Morse Brothers, Inc. 401(k) Retirement Plan, Total assets ($B): 0.000661837 · Participants: 3Morse Brothers, Inc. 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Morse Brothers, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Morse Brothers, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Morse Brothers, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lifecycle Advantage, Inc. 401(k) Profit Sharing Plan in PA ($662K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Morse Brothers, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Morse Brothers, Inc. 401(k) Retirement Plan grew at a solid clip - up 11.3% during 2024, from $595K to $662K. Reported net income was $67K.
How have Morse Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morse Brothers, Inc.'s sponsor-wide assets grew 23.9%, from $534K to $662K.
Where does Morse Brothers, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Morse Brothers, Inc. 401(k) Retirement Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Morse Brothers, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lifecycle Advantage, Inc. 401(k) Profit Sharing Plan in PA ($662K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Morse Brothers, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 042287447.

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.