Defined Benefit (Pension) · DOL Form 5500 · 2022
Morris Bean & Company Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $88,678
- Avg per participant Below avg balance/head
Official DOL plan name: Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees · Sponsored by Morris Bean & Company · Ohio · Manufacturing
$3M in assets, 37 participants
Morris Bean & Company's Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees reported $3M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #5,228 in Manufacturing (20,602 peers)
2022 asset change
Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees pulled back noticeably 14.1% in 2022 ($4M → $3M) for 37 participants.
- #5,228
- in Manufacturing (20,602 peers)
- -14.1%
- assets change YoY
The plan reported a net loss of $537K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees's mid-pack asset rank among Manufacturing and all filers
Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,281,101 42nd percentile higher than 42% 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
Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees 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 Bean & Company Ret Plan for Hourly Bargaining Unit Employees is a small filing (37 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 310510640 · Morris Bean & Company PY 2022 · Defined Benefit (Pension)
Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees · $3M · 37 · 42nd
- RANK $3M
- RANK 37
- RANK 42nd
- RANK Defined Benefit (Pension)
- RANK near Leica Geosystems Inc. Pension Plan
- RANK ind #5228
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 Manufacturing retirement plans → · Plans in Ohio →
Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees in the asset neighbourhood
Morris Bean & Company years around the 2022 move
Sponsor-wide plan assets over time
All Morris Bean & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 4.6786124535636056% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $3M |
| 2023 | 1 | 27 | $3M |
| 2024 | 1 | 31 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$537K |
| Employer EIN | 310510640 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Leica Geosystems Inc. Pension Plan in GA ($3M); by covered participants it is Retirement Plan for Employees of Richardson Aviation in TX (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.
- Retirement Plan for Employees of Richardson Aviation (TX) 37 · 0 off
- Sola Optical Pension Plan (KY) 37 · 0 off
- Vermont Gas Systems, Inc. Retirement Plan (VT) 37 · 0 off
- For-Shore Weed Control, Inc. Cash Balance Plan (NJ) 37 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.