ESOP · DOL Form 5500 · 2024

Morley Builders, Inc. ESOP

Data updated 2026-07-24

$69M
Total assets: 135
Participants: 87th
Percentile by assets: $510,693
Avg per participant

Official DOL plan name: Morley Builders, Inc. Employee Stock Ownership Plan · Sponsored by Morley Builders, Inc. · California · Construction

$69M in assets, 135 participants

Morley Builders, Inc.'s Morley Builders, Inc. Employee Stock Ownership Plan reported $69M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

87th percentile by assets (of 116,472 plans)

Coverage in California

Morley Builders, Inc. Employee Stock Ownership Plan covers 135 participants in California, about 21% of the average California filer (state average ~637 per filing). Assets: $69M.

$69M
total plan assets (2024 EOY): 135
covered participants: 87th
percentile by assets (of 116,472 plans): $510,693
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morley Builders, Inc. Employee Stock Ownership Plan reported net income fell from $623K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
Morley Builders, Inc. Employee Stock Ownership Plan reported participants rose from 120 in the plan year 2023 filing to 135 in the plan year 2024 filing.
Morley Builders, Inc. Employee Stock Ownership Plan end-of-year assets fell from $72M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Construction

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Morley Builders, Inc. Employee Stock Ownership Plan reports 135 participants - about 21% of that state average ($69M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$72M
Net Assets (End of Year)	$50M
Net Income	-$2M
Employer EIN	953920697
Plan Effective Date	1983-02-03
Filing Status	FILING RECEIVED

Sponsor Plan History (Morley Builders, Inc.)

Total plan assets by year, all Morley Builders, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	278	$100M
2023	2	264	$104M
2024	2	288	$106M

Nearby ESOP Plans in California

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

Morley Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Parsons Employee Stock Ownership Plan $5.0B · 8,040
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
Ecc Employee Stock Ownership Plan $632M · 317
Agron, Inc. Employee Stock Ownership Plan $596M · 68
Proponent Employee Stock Ownership Plan $543M · 439

Compare Morley Builders, Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Morley Builders, Inc. Employee Stock Ownership Plan by total assets, not by location.

Holborn Corporation Employee Stock Ownership Plan (NY) $69M · 71
Global Vessel & Tank Holdco, Inc. Employee Stock Ownership Plan (LA) $69M · 145
Columbia Bank Employee Stock Ownership Plan (NJ) $69M · 715
Employees' Stock Ownership Plan of Cenlar Capital Corporation (NJ) $69M · 2,124

Frequently Asked Questions

How did Morley Builders, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Morley Builders, Inc. Employee Stock Ownership Plan edged down modestly - down 3.7% during 2024, from $72M to $69M. Reported net income was -$2M.

How have Morley Builders, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Morley Builders, Inc.'s sponsor-wide assets grew 6.0%, from $100M to $106M.

Where does Morley Builders, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Morley Builders, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Morley Builders, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Holborn Corporation Employee Stock Ownership Plan in NY ($69M, 71 participants).

Next read for Morley Builders, Inc. Employee Stock Own…

Filing takeaways

Ways to act on Morley Builders, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Morley Builders, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
Morley Builders, Inc.'s sponsor-wide assets have grown 6.0% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953920697.

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.