ESOP · DOL Form 5500 · 2022
Morley Builders, Inc. ESOP
Data updated 2026-08-11
- $72M
- Total assets
- 136
- Participants
- 91st
- Percentile by assets
- $526,482
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $72M
- total plan assets (2022 EOY)
- 136
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $526,482
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Morley Builders, Inc. Employee Stock Ownership Plan reports 136 participants - about 22% of that state average ($72M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | -$13M |
| Employer EIN | 953920697 |
| Plan Effective Date | 1983-02-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morley Builders, Inc.)
| 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
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Morley Builders, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Morley Builders, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Morley Builders, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Morley Builders, Inc.'s sponsor-wide assets have grown 6.0% since 2022 across 3 plan years on file. More Construction plans