Defined Benefit (Pension) · DOL Form 5500 · 2022
Morris Holdings LLC Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 68th
- Percentile by assets National rank
Official DOL plan name: Whitehall Company Ltd. Pension Trust · Sponsored by Morris Holdings LLC · Massachusetts · Wholesale Trade
$12M in assets, N/A participants
Morris Holdings LLC's Whitehall Company Ltd. Pension Trust reported $12M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #4,198 in Wholesale Trade (6,843 peers)
2022 asset change
Whitehall Company Ltd. Pension Trust pulled back noticeably 13.3% in 2022 ($13M → $12M) for N/A participants.
- #4,198
- in Wholesale Trade (6,843 peers)
- -13.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Whitehall Company Ltd. Pension Trust's outsized position by total assets
Whitehall Company Ltd. Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,697,360 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 010627727 · Morris Holdings LLC PY 2022 · Defined Benefit (Pension)
Whitehall Company Ltd. Pension Trust · $12M · N/A · 68th
- SCH $12M
- EBSA N/A
- PART 68th
- TYPE Defined Benefit (Pension)
- NET near Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan
- BOOK ind #4198
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 Wholesale Trade retirement plans → · Plans in Massachusetts →
Whitehall Company Ltd. Pension Trust in the asset neighbourhood
Morris Holdings LLC years around the 2022 move
Sponsor-wide plan assets over time
All Morris Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $12M |
| 2023 | 1 | N/A | $11M |
| 2024 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 010627727 |
| Plan Effective Date | 1966-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
Whitehall Company Ltd. Pension Trust's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Massachusetts, the nearest Defined Benefit (Pension) by end-of-year assets is Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan in NY at $12M (this filing: $12M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.