ESOP · DOL Form 5500 · 2022

Morton Buildings, Inc. ESOP

Data updated 2026-08-25

$186M
Total assets Near avg plan size
1,683
Participants Near avg headcount
95th
Percentile by assets National rank
$110,782
Avg per participant Below avg balance/head
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Official DOL plan name: Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan · Sponsored by Morton Buildings, Inc. · Illinois · Construction

$186M in assets, 1,683 participants

Morton Buildings, Inc.'s Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan reported $186M in total assets and 1,683 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,392 in Construction (9,927 peers)

Coverage in Illinois

Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan covers 1,683 participants in Illinois, 2.2x the typical Illinois plan (state average ~779 per filing). Assets: $186M.

#9,392
in Construction (9,927 peers)
+15.3%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan's outsized position by total assets

Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan vs every filed plan by assets

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

$186,446,706 Top 5% higher than 95% 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

Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan lands in the large band (1,683 participants).

Plan-year Form 5500 strip

Filing strip 370347310 · Morton Buildings, Inc. PY 2022 · ESOP

Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan · $186M · 1,683 · 95th

  • NET $186M
  • NET 1,683
  • NET 95th
  • NET ESOP
  • NET near Iewc Corp. Employee Stock Ownership Plan
  • NET ind #9392

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 Illinois →

Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan in the asset neighbourhood

Morton Buildings, Inc. Leveraged Employee Stock Ownership PlanMorton Buildings, Inc. Lever…$186MIewc Corp. Employee Stock Ownership PlanIewc Corp. Employee Stock Ow…$186MGanahl Lumber Company Employee Stock Ownership PlanGanahl Lumber Company Employ…$185MTaylor & Martin Enterprises, Inc. Employee Stock Ownership PlanTaylor & Martin Enterprises,…$184MD & H Employee Stock Ownership PlanD & H Employee Stock Ownersh…$184M
End-of-year total assets ($M) among Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$162M
Net Assets (End of Year)$66M
Net Income$28M
Employer EIN370347310
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morton Buildings, Inc.)

Sponsor-wide plan assets over time

All Morton Buildings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$482M 36.73823570220332% vs 2022
2024 filing year
$300M$350M$400M$450M$500M$550M 202220232024 $352M $482M ▲ +36.7%
Year Plans Participants Total Assets
2022 2 3,482 $352M
2023 2 3,332 $511M
2024 2 3,618 $482M

Nearby ESOP Plans in Illinois

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

Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 01234 Total assets ($B) Participants Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan, Total assets ($B): 0.186446706 · Participants: 1683Morton Buildings, Inc. Leveraged Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan side-by-side with 3 peers →

Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Iewc Corp. Employee Stock Ownership Plan in WI ($186M); by covered participants it is Bancfirst Corporation Employee Stock Ownership Plan in OK (1,676 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,683 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 Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan assets move in 2022? ▼
Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan grew sharply - up 15.3% during 2022, from $162M to $186M. Reported net income was $28M.
How have Morton Buildings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morton Buildings, Inc.'s sponsor-wide assets grew 36.7%, from $352M to $482M.
Where does Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Iewc Corp. Employee Stock Ownership Plan in WI ($186M, 320 participants).
Which ESOP plans cover a similar participant headcount to Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bancfirst Corporation Employee Stock Ownership Plan in OK (1,676 participants, $136M 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 370347310.

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.