ESOP · DOL Form 5500 · 2023
Morton Buildings, Inc. ESOP
Data updated 2026-08-25
- $308M
- Total assets Above avg plan size
- 1,774
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $173,416
- Avg per participant Above avg balance/head
Official DOL plan name: Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan · Sponsored by Morton Buildings, Inc. · Illinois · Construction
$308M in assets, 1,774 participants
Morton Buildings, Inc.'s Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan reported $308M in total assets and 1,774 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,626 in Construction (9,030 peers)
Coverage in Illinois
Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan covers 1,774 participants in Illinois, 2.3x the typical Illinois plan (state average ~779 per filing). Assets: $308M.
- #8,626
- in Construction (9,030 peers)
- +65.0%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan's outsized position by total assets
Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$307,640,147 Top 4% higher than 96% 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
Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan lands in the large band (1,774 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan reported net income rose from $28M in the plan year 2022 filing to $125M in the plan year 2023 filing.
- Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan end-of-year assets rose from $186M in the plan year 2022 filing to $308M in the plan year 2023 filing.
- Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan reported participants rose from 1,683 in the plan year 2022 filing to 1,774 in the plan year 2023 filing.
DOL schedule card
Filing strip 370347310 · Morton Buildings, Inc. PY 2023 · ESOP
Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan · $308M · 1,774 · 96th
- TYPE $308M
- TYPE 1,774
- TYPE 96th
- TYPE ESOP
- TYPE near Mathematica Group Holding Inc. Employee Stock Ownership Plan
- TYPE ind #8626
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 Illinois →
Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $186M |
|---|---|
| Net Assets (End of Year) | $191M |
| Net Income | $125M |
| Employer EIN | 370347310 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morton Buildings, Inc.)
Sponsor-wide plan assets over time
All Morton Buildings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $482M 36.73823570220332% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,482 | $352M |
| 2023 | 2 | 3,332 | $511M |
| 2024 | 2 | 3,618 | $482M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Mathematica Group Holding Inc. Employee Stock Ownership Plan in NJ ($309M); by covered participants it is Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan in GA (1,772 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($308M here).
- Mathematica Group Holding Inc. Employee Stock Ownership Plan (NJ) $309M · 1,571
- Harps Food Stores, Inc. Employee Stock Ownership Plan (AR) $306M · 2,833
- Locke Supply Co. Employee Stock Ownership Plan (OK) $311M · 1,300
- Emery Sapp Employee Stock Ownership Plan (MO) $313M · 1,947
Similar participant headcount
Nearest other-state filings by covered participants (1,774 participants); asset peers above are excluded.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan (GA) 1,772 · 2 off
- Eastern Bank Employee Stock Ownership Plan (MA) 1,778 · 4 off
- American Systems Corporation Employee Stock Ownership Plan (VA) 1,782 · 8 off
- Jjf Management Services, Inc. ESOP (MD) 1,785 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.