ESOP · DOL Form 5500 · 2023

Moorea Investments, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
39
Participants Small participant base
55th
Percentile by assets National rank
$220,231
Avg per participant Above avg balance/head
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Official DOL plan name: Moorea Investments, Inc. Employee Stock Ownership Plan · Sponsored by Moorea Investments, Inc. · California · Construction

$9M in assets, 39 participants

Moorea Investments, Inc.'s Moorea Investments, Inc. Employee Stock Ownership Plan reported $9M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #4,842 in Construction (9,030 peers)

Moorea Investments, Inc. multi-year trail

Moorea Investments, Inc.'s plans moved +76.5% in assets from 2023 to 2024; this filing shows Moorea Investments, Inc. Employee Stock Ownership Plan at $9M / 39 participants.

#4,842
in Construction (9,030 peers)
+615.8%
assets growth YoY

The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moorea Investments, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Moorea Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,589,000 Top 45% higher than 55% 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

Moorea Investments, Inc. 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. Moorea Investments, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

DOL schedule card

Filing strip 204757296 · Moorea Investments, Inc. PY 2023 · ESOP

Moorea Investments, Inc. Employee Stock Ownership Plan · $9M · 39 · 55th

  • BOOK $9M
  • VS-ST 39
  • BOY 55th
  • SCH ESOP
  • EBSA near Drexel Building Supply, Inc. Employee Stock Ownership Plan
  • PART ind #4842

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 California →

Moorea Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Omico, Inc. Employee Stock Ownership Plan and TrustOmico, Inc. Employee Stock O…$9MMckay's Market Employee Stock Ownership PlanMckay's Market Employee Stoc…$9MAmeriserve International ESOP$9MMoorea Investments, Inc. Employee Stock Ownership PlanMoorea Investments, Inc. Emp…$9MDrexel Building Supply, Inc. Employee Stock Ownership PlanDrexel Building Supply, Inc.…$9M
End-of-year total assets ($M) among Moorea Investments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Moorea Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Moorea Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 76.53087670275934% vs 2023
2024 filing year
$6M$8M$10M$12M$14M$16M 20232024 $8.59M $15.2M ▲ +76.5%
Year Plans Participants Total Assets
2023 1 39 $9M
2024 1 36 $15M

Moorea Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$52M
Net Income-$53M
Employer EIN204757296
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Moorea Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Moorea Investments, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008589 · Participants: 39Moorea Investments, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Moorea Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Moorea Investments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Moorea Investments, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Drexel Building Supply, Inc. Employee Stock Ownership Plan in WI ($9M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.

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 Moorea Investments, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Moorea Investments, Inc. Employee Stock Ownership Plan surged - up 615.8% during 2023, from $1M to $9M. Reported net income was -$53M.
How have Moorea Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Moorea Investments, Inc.'s sponsor-wide assets grew 76.5%, from $9M to $15M.
Which ESOP plans are similar in size to Moorea Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Drexel Building Supply, Inc. Employee Stock Ownership Plan in WI ($9M, 547 participants).
Which ESOP plans cover a similar participant headcount to Moorea Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M 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 204757296.

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.