ESOP · DOL Form 5500 · 2024

Moorea Investments, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
36
Participants Small participant base
65th
Percentile by assets National rank
$421,173
Avg per participant High balance/head
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Official DOL plan name: Moorea Investments, Inc. Employee Stock Ownership Plan · Sponsored by Moorea Investments, Inc. · California · Construction

$15M in assets, 36 participants

Moorea Investments, Inc.'s Moorea Investments, Inc. Employee Stock Ownership Plan reported $15M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #5,700 in Construction (9,039 peers)

Moorea Investments, Inc. multi-year trail

Moorea Investments, Inc.'s plans moved +76.5% in assets from 2023 to 2024; this filing shows Moorea Investments, Inc. Employee Stock Ownership Plan at $15M / 36 participants.

#5,700
in Construction (9,039 peers)
+76.5%
assets growth YoY

Moorea Investments, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Moorea Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$15,162,237 Top 35% higher than 65% 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

Moorea Investments, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moorea Investments, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moorea Investments, Inc. Employee Stock Ownership Plan reported net income rose from -$53M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Moorea Investments, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Moorea Investments, Inc. Employee Stock Ownership Plan reported participants fell from 39 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 204757296 · Moorea Investments, Inc. PY 2024 · ESOP

Moorea Investments, Inc. Employee Stock Ownership Plan · $15M · 36 · 65th

  • ASSETS $15M
  • ASSETS 36
  • ASSETS 65th
  • ASSETS ESOP
  • ASSETS near Karlen Williams Graybill Advertising Employee Stock Ownership Plan
  • ASSETS ind #5700

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 →

Moorea Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Innovative One Group, Inc. Employee Stock Ownership PlanInnovative One Group, Inc. E…$15MMoorea Investments, Inc. Employee Stock Ownership PlanMoorea Investments, Inc. Emp…$15MKarlen Williams Graybill Advertising Employee Stock Ownership PlanKarlen Williams Graybill Adv…$15MAurora Contractors Employee Stock Ownership PlanAurora Contractors Employee …$15MSuper Quik, Inc. Employee Stock Ownership PlanSuper Quik, Inc. Employee St…$15M
End-of-year total assets ($M) among Moorea Investments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Moorea Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Moorea Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 76.53087670275934% vs 2023
2024 filing year
$6M$8M$10M$12M$14M$16M 20232024 $8.59M $15.2M ▲ +76.5%
Year Plans Participants Total Assets
2023 1 39 $9M
2024 1 36 $15M

Moorea Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$44M
Net Income$7M
Employer EIN204757296
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Moorea Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Moorea Investments, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.015162237 · Participants: 36Moorea Investments, 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
Moorea Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Moorea Investments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Karlen Williams Graybill Advertising Employee Stock Ownership Plan in NY ($15M); by covered participants it is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Moorea Investments, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Moorea Investments, Inc. Employee Stock Ownership Plan surged - up 76.5% during 2024, from $9M to $15M. Reported net income was $7M.
How have Moorea Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Moorea Investments, Inc.'s sponsor-wide assets grew 76.5%, from $9M to $15M.
Which ESOP plans are similar in size to Moorea Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Karlen Williams Graybill Advertising Employee Stock Ownership Plan in NY ($15M, 40 participants).
Which ESOP plans cover a similar participant headcount to Moorea Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants, $2M 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 204757296.

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.