How big is Donald A. Morris, M.D., P.C.'s plan?

Donald A. Morris, M.D., P.C.'s plan reported $8.6M in assets and 1 participants for 2025.

Original filing (PDF)20260211143636NAL0003658337001

Donald A. Morris, M.D., P.C.

Name: Donald A. Morris, M.D., P.C. — Donald A. Morris, Form 5500 (2025)
Creator: Donald A. Morris, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donald A. Morris, M.D., P.C. Retirement Trust

Defined-contribution retirement plan · Donald A. Morris, M.D., P.C.'s Donald A. Morris, M.D., P.C. Retirement Trust held $8.6M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

Donald A. Morris signed Donald A. Morris, M.D., P.C.'s 2025 Form 5500 as plan administrator.

Donald A. Morris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Donald A. Morris, M.D., P.C.'s EIN is 13-2877509.

EIN 13-2877509

Plan number 004

Plan year 2025

ACK ID 20260211143636NAL0003658337001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Donald A. Morris, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Donald A. Morris, M.D., P.C.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONALD A. MORRIS, M.D., P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

DONALD A. MORRIS, M.D., P.C.

EIN

all filings

Address

15 WEST 81ST STREET · APT. 16A · NEW YORK, NY · 10024

Phone

(917) 359-1614

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator