Defined Benefit (Pension) · DOL Form 5500 · 2023

Morris Bean & Company Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
38th
Percentile by assets National rank
$128,169
Avg per participant Near avg balance/head
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Official DOL plan name: Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees · Sponsored by Morris Bean & Company · Ohio · Manufacturing

$3M in assets, 27 participants

Morris Bean & Company's Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees reported $3M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,959 in Manufacturing (18,722 peers)

What the 2023 filing shows

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees holds $3M for 27 participants - about $128,169 per participant, in the lower half of filed plans by assets.

#3,959
in Manufacturing (18,722 peers)
+5.5%
assets growth YoY

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees's mid-pack asset rank among Manufacturing and all filers

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees vs every filed plan by assets

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

$3,460,550 38th percentile higher than 38% 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

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees reported net income rose from -$537K in the plan year 2022 filing to $179K in the plan year 2023 filing.
  • Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees reported participants fell from 37 in the plan year 2022 filing to 27 in the plan year 2023 filing.
  • Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310510640 · Morris Bean & Company PY 2023 · Defined Benefit (Pension)

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees · $3M · 27 · 38th

  • EIN $3M
  • EIN 27
  • EIN 38th
  • EIN Defined Benefit (Pension)
  • EIN near Accuratime Corporation Defined Benefit Pension Plan
  • EIN ind #3959

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 Manufacturing retirement plans → · Plans in Ohio →

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees in the asset neighbourhood

Morris Bean & Company Ret Plan for Hourly Bargaining Unit EmployeesMorris Bean & Company Ret Pl…$3MAccuratime Corporation Defined Benefit Pension PlanAccuratime Corporation Defin…$3MCwynar and Kohut Defined Benefit PlanCwynar and Kohut Defined Ben…$3MNon-Contributory Pension Plan ofNon-Contributory Pension Pla…$3MMontgomery General Hospital Employees' Pension PlanMontgomery General Hospital …$3M
End-of-year total assets ($M) among Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$179K
Employer EIN310510640
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris Bean & Company)

Sponsor-wide plan assets over time

All Morris Bean & Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.6786124535636056% vs 2022
2024 filing year
$3.2M$3.3M$3.4M$3.5M 202220232024 $3.28M $3.43M ▲ +4.6%
Year Plans Participants Total Assets
2022 1 37 $3M
2023 1 27 $3M
2024 1 31 $3M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees, Total assets ($B): 0.00346055 · Participants: 27Morris Bean & Company Ret Plan for Hourly Bargaining Unit EmployeesFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees side-by-side with 3 peers →

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Accuratime Corporation Defined Benefit Pension Plan in CA ($3M); by covered participants it is Njhoa LLC Defined Benefit Plan in NJ (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees assets move in 2023? ▼
Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees grew at a solid clip - up 5.5% during 2023, from $3M to $3M. Reported net income was $179K.
How have Morris Bean & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris Bean & Company's sponsor-wide assets grew 4.7%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Accuratime Corporation Defined Benefit Pension Plan in CA ($3M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Njhoa LLC Defined Benefit Plan in NJ (27 participants, $4M 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 310510640.

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.