ESOP · DOL Form 5500 · 2023
Morrison-Maierle, Inc. ESOP
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 278
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $263,427
- Avg per participant High balance/head
Official DOL plan name: Morrison-Maierle, Inc. Employee Stock Ownership Plan · Sponsored by Morrison-Maierle, Inc. · Montana · Professional & Technical Services
$73M in assets, 278 participants
Morrison-Maierle, Inc.'s Morrison-Maierle, Inc. Employee Stock Ownership Plan reported $73M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #18,332 in Professional & Technical Services (20,321 peers)
Where Morrison-Maierle, Inc. Employee Stock Ownership Plan sits by assets
Morrison-Maierle, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $73M for 278 participants (~$263,427/participant), up 12.4% in 2023.
- #18,332
- in Professional & Technical Services (20,321 peers)
- +12.4%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Morrison-Maierle, Inc. Employee Stock Ownership Plan's outsized position by total assets
Morrison-Maierle, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$73,232,679 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Morrison-Maierle, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrison-Maierle, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (278 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morrison-Maierle, Inc. Employee Stock Ownership Plan end-of-year assets rose from $65M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Morrison-Maierle, Inc. Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Morrison-Maierle, Inc. Employee Stock Ownership Plan reported participants rose from 274 in the plan year 2022 filing to 278 in the plan year 2023 filing.
DOL schedule card
Filing strip 810217149 · Morrison-Maierle, Inc. PY 2023 · ESOP
Morrison-Maierle, Inc. Employee Stock Ownership Plan · $73M · 278 · 89th
- RANK $73M
- PHOTO 278
- IND 89th
- EOY ESOP
- 5500 near Redner's Employees Profit Sharing and Stock Ownership Plan
- ASSETS ind #18332
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 Montana →
Morrison-Maierle, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $8M |
| Employer EIN | 810217149 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morrison-Maierle, Inc.)
Sponsor-wide plan assets over time
All Morrison-Maierle, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $150M 30.609124037890666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 592 | $115M |
| 2023 | 2 | 620 | $135M |
| 2024 | 2 | 648 | $150M |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP $442M · 824
- D.a. Davidson Companies Employee Stock Ownership Plan $150M · 1,474
- Electrical Consultants, Inc. Employee Stock Ownership Plan $81M · 720
- Sletten, Inc. Employee Stock Ownership Plan $72M · 303
- Oftedal Construction, Inc. Employee Stock Ownership Plan $39M · 80
Morrison-Maierle, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Montana, the nearest ESOP by assets is Redner's Employees Profit Sharing and Stock Ownership Plan in PA ($73M); by covered participants it is United Electric Supply Company Employee Stock Ownership Plan in DE (278 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- Redner's Employees Profit Sharing and Stock Ownership Plan (PA) $73M · 3,119
- Afco Industries, Inc. Employee Stock Ownership Plan (LA) $73M · 201
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan (OR) $73M · 200
- Mid-Hudson Cablevision Holdings, Inc Employee Stock Ownership Plan (NY) $73M · 93
Similar participant headcount
Nearest other-state filings by covered participants (278 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.