Defined Benefit (Pension) · DOL Form 5500 · 2022
Morganite Industries, Inc. Pension Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 400
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $341,221
- Avg per participant High balance/head
Official DOL plan name: Morgan US Employees' Retirement Plan · Sponsored by Morganite Industries, Inc. · North Carolina · Manufacturing
$136M in assets, 400 participants
Morganite Industries, Inc.'s Morgan US Employees' Retirement Plan reported $136M in total assets and 400 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #18,762 in Manufacturing (20,602 peers)
Coverage in North Carolina
Morgan US Employees' Retirement Plan covers 400 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $136M.
- #18,762
- in Manufacturing (20,602 peers)
- -23.4%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morgan US Employees' Retirement Plan's outsized position by total assets
Morgan US Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$136,488,243 Top 6% higher than 94% 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
Morgan US Employees' Retirement 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. Morgan US Employees' Retirement Plan sits mid-pack in the medium band (400 participants).
Form 5500 schedule snapshot
Filing strip 561268548 · Morganite Industries, Inc. PY 2022 · Defined Benefit (Pension)
Morgan US Employees' Retirement Plan · $136M · 400 · 94th
- EBSA $136M
- PART 400
- TYPE 94th
- NET Defined Benefit (Pension)
- BOOK near New York Eye and Ear Infirmary Employees' Pension Plan
- VS-ST ind #18762
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 Manufacturing retirement plans → · Plans in North Carolina →
Morgan US Employees' Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $178M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | -$42M |
| Employer EIN | 561268548 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morganite Industries, Inc.)
Sponsor-wide plan assets over time
All Morganite Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $417M 9.946041275006202% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,402 | $379M |
| 2023 | 2 | 2,525 | $402M |
| 2024 | 2 | 2,634 | $417M |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $17.0B · 12,452
- Truist Financial Corporation Pension Plan $12.5B · 37,931
- Duke Energy Legacy Pension Plan $4.0B · 346
- Duke Energy Retirement Cash Balance Plan $3.2B · 16,132
- Time Warner Cable Pension Plan $2.6B · 18,624
Morgan US Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is New York Eye and Ear Infirmary Employees' Pension Plan in NY ($137M); by covered participants it is Officemax Consolidated Pension Plan in FL (400 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- New York Eye and Ear Infirmary Employees' Pension Plan (NY) $137M · 478
- Lear Combined Pension Plan (MI) $137M · 808
- Redstone Federal Credit Union Defined Benefit Plan (AL) $137M · 1,036
- Tennessee/North Carolina Carpenters and Millwrights Pension Fund (TN) $136M · 1,721
Similar participant headcount
Nearest other-state filings by covered participants (400 participants); asset peers above are excluded.
- Officemax Consolidated Pension Plan (FL) 400 · 0 off
- Oxychem Pension Plan for Union Represented Employees (TX) 400 · 0 off
- Plumbers and Pipefitters Local Union No. 803 Pension Fund (FL) 400 · 0 off
- Indiana Farm Bureau Retirement Plan (IN) 401 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.