ESOP · DOL Form 5500 · 2022

Morley Builders, Inc. ESOP

Data updated 2026-08-25

$72M
Total assets Below avg plan size
136
Participants Small participant base
91st
Percentile by assets National rank
$526,482
Avg per participant High balance/head
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Official DOL plan name: Morley Builders, Inc. Employee Stock Ownership Plan · Sponsored by Morley Builders, Inc. · California · Construction

$72M in assets, 136 participants

Morley Builders, Inc.'s Morley Builders, Inc. Employee Stock Ownership Plan reported $72M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,864 in Construction (9,927 peers)

Coverage in California

Morley Builders, Inc. Employee Stock Ownership Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $72M.

#8,864
in Construction (9,927 peers)
-16.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morley Builders, Inc. Employee Stock Ownership Plan's outsized position by total assets

Morley Builders, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$71,601,596 Top 9% higher than 91% of 139,123 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 2022

Morley Builders, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morley Builders, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (136 participants).

DOL schedule card

Filing strip 953920697 · Morley Builders, Inc. PY 2022 · ESOP

Morley Builders, Inc. Employee Stock Ownership Plan · $72M · 136 · 91st

  • VS-ST $72M
  • BOY 136
  • SCH 91st
  • EBSA ESOP
  • PART near Tcw Holdings, Inc. Employee Stock Ownership Plan
  • TYPE ind #8864

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 California →

Morley Builders, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mayville Engineering Company, Inc. Employee Stock Ownership PlanMayville Engineering Company…$72MMckim & Creed, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee…$72MMorley Builders, Inc. Employee Stock Ownership PlanMorley Builders, Inc. Employ…$72MTcw Holdings, Inc. Employee Stock Ownership PlanTcw Holdings, Inc. Employee …$72MSc Holdings, Inc. Employee Stock Ownership PlanSc Holdings, Inc. Employee S…$71M
End-of-year total assets ($M) among Morley Builders, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$51M
Net Income-$13M
Employer EIN953920697
Plan Effective Date1983-02-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Morley Builders, Inc.)

Sponsor-wide plan assets over time

All Morley Builders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 5.9884699300729025% vs 2022
2024 filing year
$98M$100M$102M$104M$106M$108M 202220232024 $99.8M $106M ▲ +6.0%
Year Plans Participants Total Assets
2022 2 278 $100M
2023 2 264 $104M
2024 2 288 $106M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Morley Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Morley Builders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071601596 · Participants: 136Morley Builders, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Morley Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Morley Builders, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Morley Builders, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Tcw Holdings, Inc. Employee Stock Ownership Plan in TN ($72M); by covered participants it is Rhinebeck Bank Employee Stock Ownership Plan in NY (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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.

Frequently Asked Questions

How did Morley Builders, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Morley Builders, Inc. Employee Stock Ownership Plan declined sharply - down 16.3% during 2022, from $86M to $72M. Reported net income was -$13M.
How have Morley Builders, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morley Builders, Inc.'s sponsor-wide assets grew 6.0%, from $100M to $106M.
Where does Morley Builders, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Morley Builders, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Morley Builders, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tcw Holdings, Inc. Employee Stock Ownership Plan in TN ($72M, 405 participants).
Which ESOP plans cover a similar participant headcount to Morley Builders, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rhinebeck Bank Employee Stock Ownership Plan in NY (136 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953920697.

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.