ESOP · DOL Form 5500 · 2023

Moriah Incorporated ESOP

Data updated 2026-08-11

$18M
Total assets
147
Participants
71st
Percentile by assets
$121,409
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Moriah Incorporated Employee Stock Ownership Plan · Sponsored by Moriah Incorporated · Michigan · Healthcare & Social Assistance

$18M in assets, 147 participants

Moriah Incorporated's Moriah Incorporated Employee Stock Ownership Plan reported $18M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • 71st percentile by assets (of 127,072 plans)
  • #13,294 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

Moriah Incorporated Employee Stock Ownership Plan covers 147 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $18M.

$18M
total plan assets (2023 EOY)
147
covered participants
71st
percentile by assets (of 127,072 plans)
$121,409
avg assets per participant

Where Moriah Incorporated Employee Stock Ownership Plan sits by total assets

Moriah Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$17,847,157 Top 29% higher than 71% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moriah Incorporated Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Moriah Incorporated Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Moriah Incorporated Employee Stock Ownership Plan reported participants fell from 166 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Michigan
Industry
Healthcare & Social Assistance

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. Moriah Incorporated Employee Stock Ownership Plan reports 147 participants - about 23% of that state average ($18M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$7M
Employer EIN383118088
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moriah Incorporated)

$15M$20M$25M$30M 202220232024 $16.5M $27.9M ▲ +69.2%
Total plan assets by year, all Moriah Incorporated plans on file
Year Plans Participants Total Assets
2022 2 355 $16M
2023 2 292 $23M
2024 2 346 $28M

Nearby ESOP Plans in Michigan

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

Moriah Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -0.500.511.5 Total assets ($B) Participants Moriah Incorporated …, Total assets ($B): 0.017847157 · Participants: 147Moriah Incorporated …Mcnaughton-Mckay Ele…, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Ele…The Kendall Group Em…, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Em…Project Worldwide, I…, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, I…Motor City Electric …, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric …Lee Contracting, Inc…, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc…
Moriah Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Moriah Incorporated Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Moriah Incorporated Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Moriah Incorporated Employee Stock Ownership Plan assets move in 2023? ▼
Moriah Incorporated Employee Stock Ownership Plan surged - up 54.9% during 2023, from $12M to $18M. Reported net income was $7M.
How have Moriah Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moriah Incorporated's sponsor-wide assets grew 69.2%, from $16M to $28M.
Which ESOP plans are similar in size to Moriah Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Forte Residential, Inc. Employee Stock Ownership Plan in IN ($18M, 232 participants).

Next read for Moriah Incorporated Employee Stock Owner…

Filing takeaways

Ways to act on Moriah Incorporated Employee Stock Ownership Plan's numbers.

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 383118088.

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.