Defined Benefit (Pension) · DOL Form 5500 · 2022

Morrell Enterprises, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
52nd
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Morrell Enterprises, Inc. Defined Benefit Pension Plan · Sponsored by Morrell Enterprises, Inc. · New York · Other Services

$5M in assets, 3 participants

Morrell Enterprises, Inc.'s Morrell Enterprises, Inc. Defined Benefit Pension Plan reported $5M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,949 in Other Services (8,398 peers)

Morrell Enterprises, Inc. multi-year trail

Morrell Enterprises, Inc.'s plans moved +16.3% in assets from 2022 to 2024; this filing shows Morrell Enterprises, Inc. Defined Benefit Pension Plan at $5M / 3 participants.

#5,949
in Other Services (8,398 peers)
-13.1%
assets change YoY

The plan reported a net loss of $821K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morrell Enterprises, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Other Services and all filers

Morrell Enterprises, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$5,425,315 Top 48% higher than 52% 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

Morrell Enterprises, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrell Enterprises, Inc. Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 222665991 · Morrell Enterprises, Inc. PY 2022 · Defined Benefit (Pension)

Morrell Enterprises, Inc. Defined Benefit Pension Plan · $5M · 3 · 52nd

  • BOOK $5M
  • BOOK 3
  • BOOK 52nd
  • BOOK Defined Benefit (Pension)
  • BOOK near The University Financing Foundation, Inc. Cash Balance Plan
  • BOOK ind #5949

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 Other Services retirement plans → · Plans in New York →

Morrell Enterprises, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Morrell Enterprises, Inc. Defined Benefit Pension PlanMorrell Enterprises, Inc. De…$5MThe University Financing Foundation, Inc. Cash Balance PlanThe University Financing Fou…$5MKjzt Family Life Employees Defined Benefit Pension PlanKjzt Family Life Employees D…$5MYang Peter Ma Retirement Plan$5MCrestline Pension Plan$5M
End-of-year total assets ($M) among Morrell Enterprises, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Morrell Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morrell Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.326130372153504% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.43M $6.31M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 3 $6M
2024 1 5 $6M

Morrell Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$821K
Employer EIN222665991
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Morrell Enterprises, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Morrell Enterprises, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.005425315 · Participants: 3Morrell Enterprises, Inc. Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Morrell Enterprises, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Morrell Enterprises, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Morrell Enterprises, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The University Financing Foundation, Inc. Cash Balance Plan in GA ($5M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morrell Enterprises, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Morrell Enterprises, Inc. Defined Benefit Pension Plan pulled back noticeably - down 13.1% during 2022, from $6M to $5M. Reported net income was -$821K.
How have Morrell Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrell Enterprises, Inc.'s sponsor-wide assets grew 16.3%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Morrell Enterprises, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The University Financing Foundation, Inc. Cash Balance Plan in GA ($5M, 11 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morrell Enterprises, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 222665991.

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.