Defined Benefit (Pension) · DOL Form 5500 · 2022

James D. Morrissey, Inc. Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
43
Participants Small participant base
77th
Percentile by assets National rank
$466,482
Avg per participant High balance/head
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Official DOL plan name: James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan · Sponsored by James D. Morrissey, Inc. · Pennsylvania · Construction

$20M in assets, 43 participants

James D. Morrissey, Inc.'s James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan reported $20M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,611 in Construction (9,927 peers)

Where James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan sits by assets

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan sits in the top quartile of all filed plans by assets, $20M for 43 participants (~$466,482/participant), down 21.8% in 2022.

#7,611
in Construction (9,927 peers)
-21.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan's outsized position by total assets

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan vs every filed plan by assets

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

$20,058,739 Top 23% higher than 77% 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

James D. Morrissey, Inc. Et Al. Defined Benefit Pension 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. James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan is a small filing (43 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 231268801 · James D. Morrissey, Inc. PY 2022 · Defined Benefit (Pension)

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan · $20M · 43 · 77th

  • PART $20M
  • PART 43
  • PART 77th
  • PART Defined Benefit (Pension)
  • PART near Messer Cutting Systems, Inc. Pension Plan
  • PART ind #7611

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 Construction retirement plans → · Plans in Pennsylvania →

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan in the asset neighbourhood

The Retirement Plan of Pcsb BankThe Retirement Plan of Pcsb …$20MBallston Spa National Bank Pension PlanBallston Spa National Bank P…$20MJames D. Morrissey, Inc. Et Al. Defined Benefit Pension PlanJames D. Morrissey, Inc. Et …$20MMesser Cutting Systems, Inc. Pension PlanMesser Cutting Systems, Inc.…$20MPortland Cement Association Retirement PlanPortland Cement Association …$20M
End-of-year total assets ($M) among James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$20M
Net Income-$6M
Employer EIN231268801
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James D. Morrissey, Inc.)

Sponsor-wide plan assets over time

All James D. Morrissey, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 34.95404923778154% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.3M $50.4M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 272 $37M
2023 2 277 $44M
2024 2 280 $50M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan, Total assets ($B): 0.020058739 · Participants: 43James D. Morrissey, Inc. Et Al. Defined Benefit Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan side-by-side with 3 peers →

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Messer Cutting Systems, Inc. Pension Plan in WI ($20M); by covered participants it is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (43 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 James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan assets move in 2022? ▼
James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan declined sharply - down 21.8% during 2022, from $26M to $20M. Reported net income was -$6M.
How have James D. Morrissey, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James D. Morrissey, Inc.'s sponsor-wide assets grew 35.0%, from $37M to $50M.
Where does James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Messer Cutting Systems, Inc. Pension Plan in WI ($20M, 30 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants, $26M 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 231268801.

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.