ESOP · DOL Form 5500 · 2023
Morgan-Marrow Company ESOP
Data updated 2026-08-25
- $377K
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $17,944
- Avg per participant Low balance/head
Official DOL plan name: Morgan-Marrow Company Employee Stock Ownership Plan & Trust · Sponsored by Morgan-Marrow Company · Virginia · Finance & Insurance
$377K in assets, 21 participants
Morgan-Marrow Company's Morgan-Marrow Company Employee Stock Ownership Plan & Trust reported $377K in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #809 in Finance & Insurance (8,869 peers)
Morgan-Marrow Company multi-year trail
Morgan-Marrow Company's plans moved +10.8% in assets from 2022 to 2024; this filing shows Morgan-Marrow Company Employee Stock Ownership Plan & Trust at $377K / 21 participants.
- #809
- in Finance & Insurance (8,869 peers)
- -3.6%
- assets change YoY
The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morgan-Marrow Company Employee Stock Ownership Plan & Trust among the smaller filed plans by assets
Morgan-Marrow Company Employee Stock Ownership Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$376,822 16th percentile higher than 16% 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
Morgan-Marrow Company Employee Stock Ownership Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan-Marrow Company Employee Stock Ownership Plan & Trust is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morgan-Marrow Company Employee Stock Ownership Plan & Trust reported net income rose from -$131K in the plan year 2022 filing to -$14K in the plan year 2023 filing.
- Morgan-Marrow Company Employee Stock Ownership Plan & Trust end-of-year assets fell from $391K in the plan year 2022 filing to $377K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 540794126 · Morgan-Marrow Company PY 2023 · ESOP
Morgan-Marrow Company Employee Stock Ownership Plan & Trust · $377K · 21 · 16th
- TYPE $377K
- TYPE 21
- TYPE 16th
- TYPE ESOP
- TYPE near Waconia Manufacturing, Inc. Employee Stock Ownership Plan
- TYPE ind #809
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 Virginia →
Morgan-Marrow Company Employee Stock Ownership Plan & Trust in the asset neighbourhood
Morgan-Marrow Company multi-year asset trail
Sponsor-wide plan assets over time
All Morgan-Marrow Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $433K 10.81177186887628% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $391K |
| 2023 | 1 | 21 | $377K |
| 2024 | 1 | 24 | $433K |
Morgan-Marrow Company filing trail (2023)
| Total Assets (Beginning of Year) | $391K |
|---|---|
| Net Assets (End of Year) | $377K |
| Net Income | -$14K |
| Employer EIN | 540794126 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.2B · 6,866
- The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
- American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $322M · 1,652
- New River Electrical Corporation Employee Stock Ownership Plan $321M · 444
Morgan-Marrow Company Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is Waconia Manufacturing, Inc. Employee Stock Ownership Plan in MN ($377K); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($377K here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.