Defined Benefit (Pension) · DOL Form 5500 · 2023
Morris Holdings LLC Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 61st
- Percentile by assets National rank
Official DOL plan name: Whitehall Company Ltd. Pension Trust · Sponsored by Morris Holdings LLC · Massachusetts · Wholesale Trade
$11M in assets, N/A participants
Morris Holdings LLC's Whitehall Company Ltd. Pension Trust reported $11M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #3,390 in Wholesale Trade (6,309 peers)
What the 2023 filing shows
Whitehall Company Ltd. Pension Trust holds $11M for N/A participants, above the median plan by assets.
- #3,390
- in Wholesale Trade (6,309 peers)
- -3.7%
- assets change YoY
The plan reported a net loss of $438K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Whitehall Company Ltd. Pension Trust's mid-pack asset rank among Wholesale Trade and all filers
Whitehall Company Ltd. Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,261,096 Top 39% higher than 61% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Whitehall Company Ltd. Pension Trust reported net income rose from -$2M in the plan year 2022 filing to -$438K in the plan year 2023 filing.
- Whitehall Company Ltd. Pension Trust end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 010627727 · Morris Holdings LLC PY 2023 · Defined Benefit (Pension)
Whitehall Company Ltd. Pension Trust · $11M · N/A · 61st
- VS-ST $11M
- BOY N/A
- SCH 61st
- EBSA Defined Benefit (Pension)
- PART near Employees' Retirement Plan of Galion Community Hospital
- TYPE ind #3390
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 Wholesale Trade retirement plans → · Plans in Massachusetts →
Whitehall Company Ltd. Pension Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$438K |
| Employer EIN | 010627727 |
| Plan Effective Date | 1966-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morris Holdings LLC)
Sponsor-wide plan assets over time
All Morris Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $12M |
| 2023 | 1 | N/A | $11M |
| 2024 | 1 | N/A | N/A |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Whitehall Company Ltd. Pension Trust's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Massachusetts, the nearest Defined Benefit (Pension) by end-of-year assets is Employees' Retirement Plan of Galion Community Hospital in OH at $11M (this filing: $11M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.