ESOP · DOL Form 5500 · 2024

Morley Builders, Inc. ESOP

Data updated 2026-08-25

$69M
Total assets Below avg plan size
135
Participants Small participant base
87th
Percentile by assets National rank
$510,693
Avg per participant High balance/head
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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.

  • #7,730 in Construction (9,039 peers)

Coverage in California

Morley Builders, Inc. Employee Stock Ownership Plan covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $69M.

#7,730
in Construction (9,039 peers)
-3.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

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's outsized position by total assets

Morley Builders, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$68,943,571 Top 13% higher than 87% of 123,620 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 2024

Morley Builders, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morley Builders, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 953920697 · Morley Builders, Inc. PY 2024 · ESOP

Morley Builders, Inc. Employee Stock Ownership Plan · $69M · 135 · 87th

  • ASSETS $69M
  • PCT 135
  • EIN 87th
  • RANK ESOP
  • PHOTO near Holborn Corporation Employee Stock Ownership Plan
  • IND ind #7730

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 →

Morley Builders, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Holborn Corporation Employee Stock Ownership PlanHolborn Corporation Employee…$69MMorley Builders, Inc. Employee Stock Ownership PlanMorley Builders, Inc. Employ…$69MGarrett Holdings, Inc. Employee Stock Ownership PlanGarrett Holdings, Inc. Emplo…$69MGlobal Vessel & Tank Holdco, Inc. Employee Stock Ownership PlanGlobal Vessel & Tank Holdco,…$69MColumbia Bank Employee Stock Ownership PlanColumbia Bank Employee Stock…$69M
End-of-year total assets ($M) among Morley Builders, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$50M
Net Income-$2M
Employer EIN953920697
Plan Effective Date1983-02-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Morley Builders, Inc.)

Sponsor-wide plan assets over time

All Morley Builders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 5.9884699300729025% vs 2022
2024 filing year
$98M$100M$102M$104M$106M$108M 202220232024 $99.8M $106M ▲ +6.0%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Morley Builders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.068943571 · Participants: 135Morley Builders, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Morley Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Morley Builders, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Holborn Corporation Employee Stock Ownership Plan in NY ($69M); by covered participants it is Toc Employee Stock Ownership Plan in PA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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).
Which ESOP plans cover a similar participant headcount to Morley Builders, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Toc Employee Stock Ownership Plan in PA (135 participants, $25M in assets).

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.