Defined Benefit (Pension) · DOL Form 5500 · 2023

Morrell Enterprises, Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
3
Participants Small participant base
48th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Morrell Enterprises, Inc. Defined Benefit Pension Plan · Sponsored by Morrell Enterprises, Inc. · New York · Other Services

$6M in assets, 3 participants

Morrell Enterprises, Inc.'s Morrell Enterprises, Inc. Defined Benefit Pension Plan reported $6M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,410 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Morrell Enterprises, Inc. Defined Benefit Pension Plan ranks #5,410 of 7,857 2023 filers by assets (328% of the sector average)-$6M for 3 participants.

#5,410
in Other Services (7,857 peers)
+12.7%
assets growth YoY

Morrell Enterprises, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Other Services and all filers

Morrell Enterprises, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$6,114,517 48th percentile higher than 48% 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

Morrell Enterprises, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrell Enterprises, Inc. Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morrell Enterprises, Inc. Defined Benefit Pension Plan reported net income rose from -$821K in the plan year 2022 filing to $689K in the plan year 2023 filing.
  • Morrell Enterprises, Inc. Defined Benefit Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222665991 · Morrell Enterprises, Inc. PY 2023 · Defined Benefit (Pension)

Morrell Enterprises, Inc. Defined Benefit Pension Plan · $6M · 3 · 48th

  • TYPE $6M
  • TYPE 3
  • TYPE 48th
  • TYPE Defined Benefit (Pension)
  • TYPE near Nemak Pension Plan for UAW Hourly Employees
  • TYPE ind #5410

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 Other Services retirement plans → · Plans in New York →

Morrell Enterprises, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Morrell Enterprises, Inc. Defined Benefit Pension PlanMorrell Enterprises, Inc. De…$6MNemak Pension Plan for UAW Hourly EmployeesNemak Pension Plan for UAW H…$6MExcel Orthopaedic Specialists Cash Balance PlanExcel Orthopaedic Specialist…$6MRedgrave LLP Cash Balance Pension PlanRedgrave LLP Cash Balance Pe…$6MNissin Brake Ohio, Inc. Pension PlanNissin Brake Ohio, Inc. Pens…$6M
End-of-year total assets ($M) among Morrell Enterprises, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$689K
Employer EIN222665991
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morrell Enterprises, Inc.)

Sponsor-wide plan assets over time

All Morrell Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.326130372153504% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.43M $6.31M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 3 $6M
2024 1 5 $6M

Nearby Defined Benefit (Pension) Plans in New York

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

Morrell Enterprises, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Morrell Enterprises, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.006114517 · Participants: 3Morrell Enterprises, Inc. Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Morrell Enterprises, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Morrell Enterprises, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Morrell Enterprises, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Nemak Pension Plan for UAW Hourly Employees in MI ($6M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Morrell Enterprises, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Morrell Enterprises, Inc. Defined Benefit Pension Plan grew at a solid clip - up 12.7% during 2023, from $5M to $6M. Reported net income was $689K.
How have Morrell Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrell Enterprises, Inc.'s sponsor-wide assets grew 16.3%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Morrell Enterprises, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nemak Pension Plan for UAW Hourly Employees in MI ($6M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morrell Enterprises, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 222665991.

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.