Defined Benefit (Pension) · DOL Form 5500 · 2024

Morrell Enterprises, Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
5
Participants Small participant base
46th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Morrell Enterprises, Inc. Defined Benefit Pension Plan · Sponsored by Morrell Enterprises, Inc. · New York · Other Services

$6M in assets, 5 participants

Morrell Enterprises, Inc.'s Morrell Enterprises, Inc. Defined Benefit Pension Plan reported $6M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,202 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Morrell Enterprises, Inc. Defined Benefit Pension Plan ranks #5,202 of 7,719 2024 filers by assets (318% of the sector average)-$6M for 5 participants.

#5,202
in Other Services (7,719 peers)
+3.2%
assets growth YoY

Morrell Enterprises, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Other Services and all filers

Morrell Enterprises, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$6,311,059 46th percentile higher than 46% 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

Morrell Enterprises, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrell Enterprises, Inc. Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morrell Enterprises, Inc. Defined Benefit Pension Plan reported net income fell from $689K in the plan year 2023 filing to $197K in the plan year 2024 filing.
  • Morrell Enterprises, Inc. Defined Benefit Pension Plan reported participants rose from 3 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Morrell Enterprises, Inc. Defined Benefit Pension Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222665991 · Morrell Enterprises, Inc. PY 2024 · Defined Benefit (Pension)

Morrell Enterprises, Inc. Defined Benefit Pension Plan · $6M · 5 · 46th

  • NET $6M
  • NET 5
  • NET 46th
  • NET Defined Benefit (Pension)
  • NET near Audemars Piguet (North America) Inc. Cash Balance Plan
  • NET ind #5202

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 Other Services retirement plans → · Plans in New York →

Morrell Enterprises, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Jiangkai Chen Dds Defined Benefit PlanJiangkai Chen Dds Defined Be…$6MAudemars Piguet (North America) Inc. Cash Balance PlanAudemars Piguet (North Ameri…$6MTerry C. Smith, M.D., P.a. Retirement PlanTerry C. Smith, M.D., P.a. R…$6MMorrell Enterprises, Inc. Defined Benefit Pension PlanMorrell Enterprises, Inc. De…$6MBanctexas Group Inc. and Subsidiaries Employees Retirement PlanBanctexas Group Inc. and Sub…$6M
End-of-year total assets ($M) among Morrell Enterprises, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$197K
Employer EIN222665991
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morrell Enterprises, Inc.)

Sponsor-wide plan assets over time

All Morrell Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.326130372153504% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.43M $6.31M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 3 $6M
2024 1 5 $6M

Nearby Defined Benefit (Pension) Plans in New York

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

Morrell Enterprises, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Morrell Enterprises, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.006311059 · Participants: 5Morrell Enterprises, Inc. Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Morrell Enterprises, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Morrell Enterprises, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Morrell Enterprises, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Audemars Piguet (North America) Inc. Cash Balance Plan in FL ($6M); by covered participants it is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Morrell Enterprises, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Morrell Enterprises, Inc. Defined Benefit Pension Plan edged up modestly - up 3.2% during 2024, from $6M to $6M. Reported net income was $197K.
How have Morrell Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrell Enterprises, Inc.'s sponsor-wide assets grew 16.3%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Morrell Enterprises, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Audemars Piguet (North America) Inc. Cash Balance Plan in FL ($6M, 168 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morrell Enterprises, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 participants, N/A 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 222665991.

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.