ESOP · DOL Form 5500 · 2023

Morningstar Marble & Granite, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
36th
Percentile by assets National rank
$186,513
Avg per participant Above avg balance/head
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Official DOL plan name: Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan · Sponsored by Morningstar Marble & Granite, Inc. · Maine · Construction

$3M in assets, 16 participants

Morningstar Marble & Granite, Inc.'s Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan reported $3M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,025 in Construction (9,030 peers)

Morningstar Marble & Granite, Inc. multi-year trail

Morningstar Marble & Granite, Inc.'s plans moved +90.8% in assets from 2022 to 2024; this filing shows Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan at $3M / 16 participants.

#3,025
in Construction (9,030 peers)
+54.5%
assets growth YoY

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,984,209 36th percentile higher than 36% of 127,068 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 2023

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan reported net income rose from -$172K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan reported participants rose from 14 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010487418 · Morningstar Marble & Granite, Inc. PY 2023 · ESOP

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan · $3M · 16 · 36th

  • PCT $3M
  • EIN 16
  • RANK 36th
  • PHOTO ESOP
  • IND near Daliah Plastics Corp. Employee Stock Ownership Plan
  • EOY ind #3025

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 Maine →

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Norcross Holdings, Inc. Employee Stock Ownership PlanNorcross Holdings, Inc. Empl…$3MDaliah Plastics Corp. Employee Stock Ownership PlanDaliah Plastics Corp. Employ…$3MEtrac, Inc. Employee Stock Ownership PlanEtrac, Inc. Employee Stock O…$3MMorningstar Marble & Granite, Inc. Employee Stock Ownership PlanMorningstar Marble & Granite…$3MDistribution Alternatives, Inc. Employee Stock Ownership PlanDistribution Alternatives, I…$3M
End-of-year total assets ($M) among Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Morningstar Marble & Granite, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morningstar Marble & Granite, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 90.75074132650577% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.93M $3.68M ▲ +90.7%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 16 $3M
2024 1 16 $4M

Morningstar Marble & Granite, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN010487418
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maine

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

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants Scatter plot of 6 data points. -2000200400600 -50050100150 Total assets ($M) Participants Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.984209 · Participants: 16Morningstar Marble & Granite, Inc. Employee Stock Ownership PlanSc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.45285 · Participants: 479Sc Holdings, Inc. Employee Stock Ownership PlanMaine Drilling & Blasting Group Employee Stock Ownership Plan, Total assets ($M): 84.621407 · Participants: 425Maine Drilling & Blasting Group Employee Stock Ownership PlanJohnnys Selected Seeds Employee Stock Ownership Plan, Total assets ($M): 64.27302 · Participants: 249Johnnys Selected Seeds Employee Stock Ownership PlanSystems Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.084805 · Participants: 175Systems Engineering, Inc. Employee Stock Ownership PlanPortland Air Freight, Inc. Employee Stock Ownership Plan, Total assets ($M): 45.49657 · Participants: 85Portland Air Freight, Inc. Employee Stock Ownership Plan
Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants
Compare Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Maine, the nearest ESOP by assets is Daliah Plastics Corp. Employee Stock Ownership Plan in NC ($3M); by covered participants it is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan surged - up 54.5% during 2023, from $2M to $3M. Reported net income was $1M.
How have Morningstar Marble & Granite, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morningstar Marble & Granite, Inc.'s sponsor-wide assets grew 90.8%, from $2M to $4M.
Which ESOP plans are similar in size to Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Daliah Plastics Corp. Employee Stock Ownership Plan in NC ($3M, 22 participants).
Which ESOP plans cover a similar participant headcount to Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010487418.

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.