ESOP · DOL Form 5500 · 2022
Morrissey Inc ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $51,293
- Avg per participant Low balance/head
Official DOL plan name: Morrissey, Inc. Employee Stock Ownership Plan · Sponsored by Morrissey Inc · Minnesota · Manufacturing
$4M in assets, 72 participants
Morrissey Inc's Morrissey, Inc. Employee Stock Ownership Plan reported $4M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #5,707 in Manufacturing (20,602 peers)
Morrissey Inc multi-year trail
Morrissey Inc's plans moved -61.0% in assets from 2022 to 2024; this filing shows Morrissey, Inc. Employee Stock Ownership Plan at $4M / 72 participants.
- #5,707
- in Manufacturing (20,602 peers)
- +36.9%
- assets growth YoY
Morrissey, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Morrissey, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,693,125 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Morrissey, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrissey, Inc. Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 410854933 · Morrissey Inc PY 2022 · ESOP
Morrissey, Inc. Employee Stock Ownership Plan · $4M · 72 · 44th
- IND $4M
- EOY 72
- 5500 44th
- ASSETS ESOP
- PCT near Italix Company, Inc. Employee Stock Ownership Plan
- EIN ind #5707
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 What is an ESOP? → · Plans in Minnesota →
Morrissey, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Morrissey Inc multi-year asset trail
Sponsor-wide plan assets over time
All Morrissey Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 60.97028249094224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 163 | $9M |
| 2023 | 1 | 85 | $3M |
| 2024 | 1 | 78 | $4M |
Morrissey Inc filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $996K |
| Employer EIN | 410854933 |
| Plan Effective Date | 1979-06-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Morrissey, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Italix Company, Inc. Employee Stock Ownership Plan in CA ($4M); by covered participants it is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.