ESOP · DOL Form 5500 · 2022

Morris & Associates, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
88
Participants Small participant base
75th
Percentile by assets National rank
$195,134
Avg per participant Above avg balance/head
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Official DOL plan name: Morris & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Morris & Associates, Inc. · North Carolina · Manufacturing

$17M in assets, 88 participants

Morris & Associates, Inc.'s Morris & Associates, Inc. Employee Stock Ownership Plan reported $17M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,370 in Manufacturing (20,602 peers)

Where Morris & Associates, Inc. Employee Stock Ownership Plan sits by assets

Morris & Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $17M for 88 participants (~$195,134/participant), up 30.4% in 2022.

#13,370
in Manufacturing (20,602 peers)
+30.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Morris & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Morris & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,171,766 Top 25% higher than 75% 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

Morris & Associates, 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. Morris & Associates, Inc. Employee Stock Ownership Plan is a small filing (88 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 560509681 · Morris & Associates, Inc. PY 2022 · ESOP

Morris & Associates, Inc. Employee Stock Ownership Plan · $17M · 88 · 75th

  • EIN $17M
  • EIN 88
  • EIN 75th
  • EIN ESOP
  • EIN near Hallam Associates, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #13370

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 North Carolina →

Morris & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership PlanJ.F.N. Mechanical Contractin…$17MMorris & Associates, Inc. Employee Stock Ownership PlanMorris & Associates, Inc. Em…$17MHallam Associates, Inc. Employee Stock Ownership Plan and TrustHallam Associates, Inc. Empl…$17MThe Production Management Group, Ltd. ESOPThe Production Management Gr…$17MJlg Architects Employee Stock Ownership PlanJlg Architects Employee Stoc…$17M
End-of-year total assets ($M) among Morris & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN560509681
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris & Associates, Inc.)

Sponsor-wide plan assets over time

All Morris & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 36.192816341378084% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.3M $26.3M ▲ +36.2%
Year Plans Participants Total Assets
2022 2 189 $19M
2023 1 115 $26M
2024 1 125 $26M

Nearby ESOP Plans in North Carolina

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

Morris & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Morris & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.017171766 · Participants: 88Morris & Associates, Inc. Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Morris & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Morris & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Hallam Associates, Inc. Employee Stock Ownership Plan and Trust in VT ($17M); by covered participants it is Waste Gas Fabricating Co., Inc. Employee Stock Ownership Plan in PA (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Morris & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Morris & Associates, Inc. Employee Stock Ownership Plan surged - up 30.4% during 2022, from $13M to $17M. Reported net income was $4M.
How have Morris & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris & Associates, Inc.'s sponsor-wide assets grew 36.2%, from $19M to $26M.
Where does Morris & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Morris & Associates, Inc. Employee Stock Ownership Plan ranks in the 75th 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 ESOP plans are similar in size to Morris & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hallam Associates, Inc. Employee Stock Ownership Plan and Trust in VT ($17M, 115 participants).
Which ESOP plans cover a similar participant headcount to Morris & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Waste Gas Fabricating Co., Inc. Employee Stock Ownership Plan in PA (88 participants, $44M 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 560509681.

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.