ESOP · DOL Form 5500 · 2022

Morgan-Marrow Company ESOP

Data updated 2026-08-25

$391K
Total assets Small plan by assets
21
Participants Small participant base
16th
Percentile by assets National rank
$18,614
Avg per participant Low balance/head
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Official DOL plan name: Morgan-Marrow Company Employee Stock Ownership Plan & Trust · Sponsored by Morgan-Marrow Company · Virginia · Finance & Insurance

$391K in assets, 21 participants

Morgan-Marrow Company's Morgan-Marrow Company Employee Stock Ownership Plan & Trust reported $391K in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #932 in Finance & Insurance (9,261 peers)

Morgan-Marrow Company multi-year trail

Morgan-Marrow Company's plans moved +10.8% in assets from 2022 to 2024; this filing shows Morgan-Marrow Company Employee Stock Ownership Plan & Trust at $391K / 21 participants.

#932
in Finance & Insurance (9,261 peers)
-25.1%
assets change YoY

The plan reported a net loss of $131K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morgan-Marrow Company Employee Stock Ownership Plan & Trust among the smaller filed plans by assets

Morgan-Marrow Company Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$390,898 16th percentile higher than 16% 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

Morgan-Marrow Company Employee Stock Ownership Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan-Marrow Company Employee Stock Ownership Plan & Trust is a small filing (21 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 540794126 · Morgan-Marrow Company PY 2022 · ESOP

Morgan-Marrow Company Employee Stock Ownership Plan & Trust · $391K · 21 · 16th

  • TYPE $391K
  • TYPE 21
  • TYPE 16th
  • TYPE ESOP
  • TYPE near Communicon, Inc. Employee Stock Ownership Plan
  • TYPE ind #932

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 Virginia →

Morgan-Marrow Company Employee Stock Ownership Plan & Trust in the asset neighbourhood

Morgan-Marrow Company Employee Stock Ownership Plan & TrustMorgan-Marrow Company Employ…$391KCommunicon, Inc. Employee Stock Ownership PlanCommunicon, Inc. Employee St…$390KElan-Polo, Inc Employee Stock Ownership PlanElan-Polo, Inc Employee Stoc…$394KNge Employee Stock Ownership PlanNge Employee Stock Ownership…$388KIntervine, Inc. Employee Stock Ownership PlanIntervine, Inc. Employee Sto…$387K
End-of-year total assets ($M) among Morgan-Marrow Company Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Morgan-Marrow Company multi-year asset trail

Sponsor-wide plan assets over time

All Morgan-Marrow Company plans reported in each filing year

Latest sponsor-wide plan assets
$433K 10.81177186887628% vs 2022
2024 filing year
$0.36M$0.38M$0.4M$0.42M$0.44M 202220232024 $0.39M $0.43M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 21 $391K
2023 1 21 $377K
2024 1 24 $433K

Morgan-Marrow Company filing trail (2022)

Total Assets (Beginning of Year)$522K
Net Assets (End of Year)$391K
Net Income-$131K
Employer EIN540794126
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Morgan-Marrow Company Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Morgan-Marrow Company Employee Stock Ownership Plan & Trust, Total assets ($M): 0.390898 · Participants: 21Morgan-Marrow Company Employee Stock Ownership Plan & TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Morgan-Marrow Company Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Morgan-Marrow Company Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Morgan-Marrow Company Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Communicon, Inc. Employee Stock Ownership Plan in TX ($390K); by covered participants it is Eagle Metal Employee Stock Ownership Plan in FL (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Morgan-Marrow Company Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Morgan-Marrow Company Employee Stock Ownership Plan & Trust declined sharply - down 25.1% during 2022, from $522K to $391K. Reported net income was -$131K.
How have Morgan-Marrow Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan-Marrow Company's sponsor-wide assets grew 10.8%, from $391K to $433K.
Where does Morgan-Marrow Company Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Morgan-Marrow Company Employee Stock Ownership Plan & Trust ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Morgan-Marrow Company Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Communicon, Inc. Employee Stock Ownership Plan in TX ($390K, 28 participants).
Which ESOP plans cover a similar participant headcount to Morgan-Marrow Company Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Metal Employee Stock Ownership Plan in FL (21 participants, $27M 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 540794126.

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.