Defined Benefit (Pension) · DOL Form 5500 · 2023

James D. Morrissey, Inc. Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
37
Participants Small participant base
75th
Percentile by assets National rank
$600,955
Avg per participant High balance/head
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Official DOL plan name: James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan · Sponsored by James D. Morrissey, Inc. · Pennsylvania · Construction

$22M in assets, 37 participants

James D. Morrissey, Inc.'s James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan reported $22M in total assets and 37 participants in its 2023 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.

  • #6,616 in Construction (9,030 peers)

Where James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan sits by assets

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan sits in the top quartile of all filed plans by assets, $22M for 37 participants (~$600,955/participant), up 10.9% in 2023.

#6,616
in Construction (9,030 peers)
+10.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan's outsized position by total assets

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan vs every filed plan by assets

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

$22,235,318 Top 25% higher than 75% 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

James D. Morrissey, Inc. Et Al. Defined Benefit Pension 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. James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan reported participants fell from 43 in the plan year 2022 filing to 37 in the plan year 2023 filing.
  • James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231268801 · James D. Morrissey, Inc. PY 2023 · Defined Benefit (Pension)

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan · $22M · 37 · 75th

  • PART $22M
  • PART 37
  • PART 75th
  • PART Defined Benefit (Pension)
  • PART near Minor League Players Pension Plan
  • PART ind #6616

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 Construction retirement plans → · Plans in Pennsylvania →

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan in the asset neighbourhood

Greeley and Hansen Pension PlanGreeley and Hansen Pension P…$22MJames D. Morrissey, Inc. Et Al. Defined Benefit Pension PlanJames D. Morrissey, Inc. Et …$22MMinor League Players Pension PlanMinor League Players Pension…$22MThe Monarch Cement Company Retirement Plan for Production Employees - Humboldt PlantThe Monarch Cement Company R…$22MPortland Cement Association Retirement PlanPortland Cement Association …$22M
End-of-year total assets ($M) among James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN231268801
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James D. Morrissey, Inc.)

Sponsor-wide plan assets over time

All James D. Morrissey, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 34.95404923778154% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.3M $50.4M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 272 $37M
2023 2 277 $44M
2024 2 280 $50M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan, Total assets ($B): 0.022235318 · Participants: 37James D. Morrissey, Inc. Et Al. Defined Benefit Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan side-by-side with 3 peers →

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Minor League Players Pension Plan in NY ($22M); by covered participants it is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan assets move in 2023? ▼
James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan grew at a solid clip - up 10.9% during 2023, from $20M to $22M. Reported net income was $2M.
How have James D. Morrissey, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James D. Morrissey, Inc.'s sponsor-wide assets grew 35.0%, from $37M to $50M.
Where does James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Minor League Players Pension Plan in NY ($22M, 3,334 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants, $13M 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 231268801.

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.