ESOP · DOL Form 5500 · 2024

Morningstar Marble & Granite, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
37th
Percentile by assets National rank
$230,212
Avg per participant Above avg balance/head
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Official DOL plan name: Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan · Sponsored by Morningstar Marble & Granite, Inc. · Maine · Construction

$4M in assets, 16 participants

Morningstar Marble & Granite, Inc.'s Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan reported $4M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,220 in Construction (9,039 peers)

Morningstar Marble & Granite, Inc. multi-year trail

Morningstar Marble & Granite, Inc.'s plans moved +90.8% in assets from 2022 to 2024; this filing shows Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan at $4M / 16 participants.

#3,220
in Construction (9,039 peers)
+23.4%
assets growth YoY

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,683,393 37th percentile higher than 37% 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

Morningstar Marble & Granite, 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. Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $728K in the plan year 2024 filing.
  • Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 010487418 · Morningstar Marble & Granite, Inc. PY 2024 · ESOP

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan · $4M · 16 · 37th

  • BOY $4M
  • BOY 16
  • BOY 37th
  • BOY ESOP
  • BOY near Allwest Testing & Engineering, Inc. Employee Stock Ownership Plan
  • BOY ind #3220

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 Maine →

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan in the asset neighbourhood

El Paso Sanitation Systems, Inc. ESOPEl Paso Sanitation Systems, …$4MMorningstar Marble & Granite, Inc. Employee Stock Ownership PlanMorningstar Marble & Granite…$4MAllwest Testing & Engineering, Inc. Employee Stock Ownership PlanAllwest Testing & Engineerin…$4MC & C Manufacturing, Inc. Employee Stock Ownership PlanC & C Manufacturing, Inc. Em…$4MMasonry Fireplace Industries, Inc. Employee Stock Ownership PlanMasonry Fireplace Industries…$4M
End-of-year total assets ($M) among Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Morningstar Marble & Granite, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Morningstar Marble & Granite, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 90.75074132650577% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.93M $3.68M ▲ +90.7%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 16 $3M
2024 1 16 $4M

Morningstar Marble & Granite, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$728K
Employer EIN010487418
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maine

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

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants Scatter plot of 6 data points. -2000200400600 -50050100150 Total assets ($M) Participants Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.683393 · Participants: 16Morningstar Marble & Granite, Inc. Employee Stock Ownership PlanSc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.8512 · Participants: 513Sc Holdings, Inc. Employee Stock Ownership PlanMaine Drilling & Blasting Group Employee Stock Ownership Plan, Total assets ($M): 91.887524 · Participants: 440Maine Drilling & Blasting Group Employee Stock Ownership PlanJohnnys Selected Seeds Employee Stock Ownership Plan, Total assets ($M): 73.244662 · Participants: 252Johnnys Selected Seeds Employee Stock Ownership PlanSystems Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 51.145486 · Participants: 178Systems Engineering, Inc. Employee Stock Ownership PlanPortland Air Freight, Inc. Employee Stock Ownership Plan, Total assets ($M): 49.221774 · Participants: 80Portland Air Freight, Inc. Employee Stock Ownership Plan
Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants
Compare Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maine, the nearest ESOP by assets is Allwest Testing & Engineering, Inc. Employee Stock Ownership Plan in ID ($4M); by covered participants it is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan grew sharply - up 23.4% during 2024, from $3M to $4M. Reported net income was $728K.
How have Morningstar Marble & Granite, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morningstar Marble & Granite, Inc.'s sponsor-wide assets grew 90.8%, from $2M to $4M.
Which ESOP plans are similar in size to Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Allwest Testing & Engineering, Inc. Employee Stock Ownership Plan in ID ($4M, 68 participants).
Which ESOP plans cover a similar participant headcount to Morningstar Marble & Granite, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants, $3M 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 010487418.

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.