ESOP · DOL Form 5500 · 2023

Moriah Incorporated ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
147
Participants Small participant base
71st
Percentile by assets National rank
$121,409
Avg per participant Near avg balance/head
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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.

  • #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.

#13,294
in Healthcare & Social Assistance (17,684 peers)
+54.9%
assets growth YoY

Moriah Incorporated Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Moriah Incorporated Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moriah Incorporated Employee Stock Ownership Plan sits mid-pack in the medium band (147 participants).

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 →

Published 5500 schedule card

Filing strip 383118088 · Moriah Incorporated PY 2023 · ESOP

Moriah Incorporated Employee Stock Ownership Plan · $18M · 147 · 71st

  • 5500 $18M
  • 5500 147
  • 5500 71st
  • 5500 ESOP
  • 5500 near Forte Residential, Inc. Employee Stock Ownership Plan
  • 5500 ind #13294

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 Michigan →

Moriah Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Community State Bank Employee Stock Ownership Plan and TrustCommunity State Bank Employe…$18MBamco, Inc. Employee Stock Ownership PlanBamco, Inc. Employee Stock O…$18MThe Production Management Group, Ltd. ESOPThe Production Management Gr…$18MMoriah Incorporated Employee Stock Ownership PlanMoriah Incorporated Employee…$18MForte Residential, Inc. Employee Stock Ownership PlanForte Residential, Inc. Empl…$18M
End-of-year total assets ($M) among Moriah Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Moriah Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$28M 69.19520710875867% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.5M $27.9M ▲ +69.2%
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 ($B) Participants Moriah Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.017847157 · Participants: 147Moriah Incorporated Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Moriah Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Moriah Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Moriah Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Forte Residential, Inc. Employee Stock Ownership Plan in IN ($18M); by covered participants it is Ground Engineering Consultants, Inc. Employee Stock Ownership Plan in CO (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 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).
Which ESOP plans cover a similar participant headcount to Moriah Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ground Engineering Consultants, Inc. Employee Stock Ownership Plan in CO (147 participants, $8M 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 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.