ESOP · DOL Form 5500 · 2022
Morrison-Maierle, Inc. ESOP
Data updated 2026-08-11
- $65M
- Total assets
- 274
- Participants
- 90th
- Percentile by assets
- $237,858
- Avg per participant
Official DOL plan name: Morrison-Maierle, Inc. Employee Stock Ownership Plan · Sponsored by Morrison-Maierle, Inc. · Montana · Professional & Technical Services
$65M in assets, 274 participants
Morrison-Maierle, Inc.'s Morrison-Maierle, Inc. Employee Stock Ownership Plan reported $65M in total assets and 274 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 139,126 plans)
- #19,650 in Professional & Technical Services (21,562 peers)
Where Morrison-Maierle, Inc. Employee Stock Ownership Plan sits by assets
Morrison-Maierle, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $65M for 274 participants (~$237,858/participant), up 16.3% in 2022.
- $65M
- total plan assets (2022 EOY)
- 274
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $237,858
- avg assets per participant
Morrison-Maierle, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Morrison-Maierle, Inc. Employee Stock Ownership Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $9M |
| Employer EIN | 810217149 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morrison-Maierle, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 592 | $115M |
| 2023 | 2 | 620 | $135M |
| 2024 | 2 | 648 | $150M |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Morrison-Maierle, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
- Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust $436M · 800
- D.a. Davidson Companies Employee Stock Ownership Plan $119M · 1,368
- Electrical Consultants, Inc. Employee Stock Ownership Plan $70M · 666
- Sletten, Inc. Employee Stock Ownership Plan $65M · 318
- Oftedal Construction, Inc. Employee Stock Ownership Plan $32M · 128
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Morrison-Maierle, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Acct Holdings, Inc. Employee Stock Ownership Plan (PA) $65M · 6,164
- American Legend Services, Inc. Employee Stock Ownership Plan (TX) $65M · 136
- Telecare Employee Stock Ownership Plan (CA) $65M · 2,681
- Rpm Group, Inc. Employee Stock Ownership Plan (NJ) $66M · 189
Frequently Asked Questions
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Ways to act on Morrison-Maierle, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Morrison-Maierle, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Montana. Compare plans
- Morrison-Maierle, Inc.'s sponsor-wide assets have grown 30.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans