ESOP · DOL Form 5500 · 2023

S.J. Morse Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
30th
Percentile by assets National rank
$100,564
Avg per participant Below avg balance/head
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Official DOL plan name: S.J. Morse Company Employee Stock Ownership Plan · Sponsored by S.J. Morse Company · West Virginia · Manufacturing

$2M in assets, 19 participants

S.J. Morse Company's S.J. Morse Company Employee Stock Ownership Plan reported $2M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,729 in Manufacturing (18,722 peers)

S.J. Morse Company multi-year trail

S.J. Morse Company's plans moved +83.8% in assets from 2022 to 2024; this filing shows S.J. Morse Company Employee Stock Ownership Plan at $2M / 19 participants.

#2,729
in Manufacturing (18,722 peers)
+68.0%
assets growth YoY

S.J. Morse Company Employee Stock Ownership Plan among the smaller filed plans by assets

S.J. Morse Company Employee Stock Ownership Plan vs every filed plan by assets

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

$1,910,718 30th percentile higher than 30% 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

S.J. Morse Company Employee Stock Ownership 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. S.J. Morse Company Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S.J. Morse Company Employee Stock Ownership Plan reported net income rose from $80K in the plan year 2022 filing to $816K in the plan year 2023 filing.
  • S.J. Morse Company Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840797580 · S.J. Morse Company PY 2023 · ESOP

S.J. Morse Company Employee Stock Ownership Plan · $2M · 19 · 30th

  • EBSA $2M
  • PART 19
  • TYPE 30th
  • NET ESOP
  • BOOK near Industrial Ceramic Products Employee Stock Ownership Plan
  • VS-ST ind #2729

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 West Virginia →

S.J. Morse Company Employee Stock Ownership Plan in the asset neighbourhood

S.J. Morse Company Employee Stock Ownership PlanS.J. Morse Company Employee …$2MIndustrial Ceramic Products Employee Stock Ownership PlanIndustrial Ceramic Products …$2MCarlson West Povondra Architects, Inc. Employee Stock Ownership PlanCarlson West Povondra Archit…$2MAmerican Fabrication, Inc. Employee Stock Ownership PlanAmerican Fabrication, Inc. E…$2MData Papers, Inc. Employee Stock Ownership PlanData Papers, Inc. Employee S…$2M
End-of-year total assets ($M) among S.J. Morse Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

S.J. Morse Company multi-year asset trail

Sponsor-wide plan assets over time

All S.J. Morse Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 83.8372170708637% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.14M $2.09M ▲ +83.3%
Year Plans Participants Total Assets
2022 1 19 $1M
2023 1 19 $2M
2024 1 22 $2M

S.J. Morse Company filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$816K
Employer EIN840797580
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in West Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

S.J. Morse Company Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -20020406080100 Total assets ($M) Participants S.J. Morse Company Employee Stock Ownership Plan, Total assets ($M): 1.910718 · Participants: 19S.J. Morse Company Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 81.933827 · Participants: 61Triton Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 42.811968 · Participants: 325Port Amherst, Ltd. Employee Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 36.78 · Participants: 1687Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 29.237019 · Participants: 137Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanCgp Foods Inc. Employee Stock Ownership Plan, Total assets ($M): 20.596104 · Participants: 282Cgp Foods Inc. Employee Stock Ownership Plan
S.J. Morse Company Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare S.J. Morse Company Employee Stock Ownership Plan side-by-side with 3 peers →

S.J. Morse Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside West Virginia, the nearest ESOP by assets is Industrial Ceramic Products Employee Stock Ownership Plan in OH ($2M); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 S.J. Morse Company Employee Stock Ownership Plan assets move in 2023? ▼
S.J. Morse Company Employee Stock Ownership Plan surged - up 68.0% during 2023, from $1M to $2M. Reported net income was $816K.
How have S.J. Morse Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.J. Morse Company's sponsor-wide assets grew 83.8%, from $1M to $2M.
Which ESOP plans are similar in size to S.J. Morse Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Industrial Ceramic Products Employee Stock Ownership Plan in OH ($2M, 32 participants).
Which ESOP plans cover a similar participant headcount to S.J. Morse Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M 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 840797580.

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.