ESOP · DOL Form 5500 · 2022

Morningstar Marble & Granite, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
33rd
Percentile by assets National rank
$137,928
Avg per participant Near avg balance/head
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Official DOL plan name: Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan · Sponsored by Morningstar Marble & Granite, Inc. · Maine · Construction

$2M in assets, 14 participants

Morningstar Marble & Granite, Inc.'s Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan reported $2M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,066 in Construction (9,927 peers)

Morningstar Marble & Granite, Inc. multi-year trail

Morningstar Marble & Granite, Inc.'s plans moved +90.8% in assets from 2022 to 2024; this filing shows Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan at $2M / 14 participants.

#3,066
in Construction (9,927 peers)
-9.4%
assets change YoY

The plan reported a net loss of $172K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,930,998 33rd percentile higher than 33% 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

Morningstar Marble & Granite, Inc. Employee Stock Ownership 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. Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

DOL schedule card

Filing strip 010487418 · Morningstar Marble & Granite, Inc. PY 2022 · ESOP

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan · $2M · 14 · 33rd

  • VS-ST $2M
  • BOY 14
  • SCH 33rd
  • EBSA ESOP
  • PART near Cmt Inc. Employee Stock Ownership Plan
  • TYPE ind #3066

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 Maine →

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sherwood Design Engineers Employee Stock Ownership PlanSherwood Design Engineers Em…$2MMorningstar Marble & Granite, Inc. Employee Stock Ownership PlanMorningstar Marble & Granite…$2MCmt Inc. Employee Stock Ownership PlanCmt Inc. Employee Stock Owne…$2MMidstate Financial Corp. Employee Stock Ownership PlanMidstate Financial Corp. Emp…$2MGeotechnologies, Inc. Employee Stock Ownership PlanGeotechnologies, Inc. Employ…$2M
End-of-year total assets ($M) among Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Morningstar Marble & Granite, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morningstar Marble & Granite, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 90.75074132650577% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.93M $3.68M ▲ +90.7%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 16 $3M
2024 1 16 $4M

Morningstar Marble & Granite, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$172K
Employer EIN010487418
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maine

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

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20020406080 Total assets ($M) Participants Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.930998 · Participants: 14Morningstar Marble & Granite, Inc. Employee Stock Ownership PlanMaine Drilling and Blasting Group Employee Stock Ownership Plan, Total assets ($M): 73.690099 · Participants: 321Maine Drilling and Blasting Group Employee Stock Ownership PlanSc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.344 · Participants: 345Sc Holdings, Inc. Employee Stock Ownership PlanJohnnys Selected Seeds Employee Stock Ownership Plan, Total assets ($M): 57.938208 · Participants: 252Johnnys Selected Seeds Employee Stock Ownership PlanPortland Air Freight, Inc. Employee Stock Ownership Plan, Total assets ($M): 40.272983 · Participants: 82Portland Air Freight, Inc. Employee Stock Ownership PlanSystems Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 40.17674 · Participants: 169Systems Engineering, Inc. Employee Stock Ownership Plan
Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants
Compare Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maine, the nearest ESOP by assets is Cmt Inc. Employee Stock Ownership Plan in MI ($2M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.4% during 2022, from $2M to $2M. Reported net income was -$172K.
How have Morningstar Marble & Granite, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morningstar Marble & Granite, Inc.'s sponsor-wide assets grew 90.8%, from $2M to $4M.
Which ESOP plans are similar in size to Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cmt Inc. Employee Stock Ownership Plan in MI ($2M, 17 participants).
Which ESOP plans cover a similar participant headcount to Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (14 participants, $2M 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 010487418.

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.