ESOP · DOL Form 5500 · 2024

Morrison-Maierle, Inc. ESOP

Data updated 2026-08-25

$77M
Total assets Below avg plan size
294
Participants Below avg headcount
88th
Percentile by assets National rank
$262,225
Avg per participant Above avg balance/head
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Official DOL plan name: Morrison-Maierle, Inc. Employee Stock Ownership Plan · Sponsored by Morrison-Maierle, Inc. · Montana · Professional & Technical Services

$77M in assets, 294 participants

Morrison-Maierle, Inc.'s Morrison-Maierle, Inc. Employee Stock Ownership Plan reported $77M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,055 in Professional & Technical Services (20,173 peers)

Where Morrison-Maierle, Inc. Employee Stock Ownership Plan sits by assets

Morrison-Maierle, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $77M for 294 participants (~$262,225/participant), up 5.3% in 2024.

#18,055
in Professional & Technical Services (20,173 peers)
+5.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Morrison-Maierle, Inc. Employee Stock Ownership Plan's outsized position by total assets

Morrison-Maierle, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$77,094,060 Top 12% higher than 88% 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

Morrison-Maierle, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrison-Maierle, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morrison-Maierle, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Morrison-Maierle, Inc. Employee Stock Ownership Plan reported participants rose from 278 in the plan year 2023 filing to 294 in the plan year 2024 filing.
  • Morrison-Maierle, Inc. Employee Stock Ownership Plan end-of-year assets rose from $73M in the plan year 2023 filing to $77M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810217149 · Morrison-Maierle, Inc. PY 2024 · ESOP

Morrison-Maierle, Inc. Employee Stock Ownership Plan · $77M · 294 · 88th

  • BOY $77M
  • SCH 294
  • EBSA 88th
  • PART ESOP
  • TYPE near Arete Associates Employee Stock Ownership Plan
  • NET ind #18055

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 Montana →

Morrison-Maierle, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Arco/Murray National Holdings, Inc. Employee Stock Ownership PlanArco/Murray National Holding…$77MArete Associates Employee Stock Ownership PlanArete Associates Employee St…$77MMorrison-Maierle, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Emplo…$77MDondlinger & Sons Construction Co., Inc. Employee Stock Ownership PlanDondlinger & Sons Constructi…$77MBulab Employee Stock Ownership PlanBulab Employee Stock Ownersh…$77M
End-of-year total assets ($M) among Morrison-Maierle, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$77M
Net Income$4M
Employer EIN810217149
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morrison-Maierle, Inc.)

Sponsor-wide plan assets over time

All Morrison-Maierle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$150M 30.609124037890666% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $115M $150M ▲ +30.6%
Year Plans Participants Total Assets
2022 2 592 $115M
2023 2 620 $135M
2024 2 648 $150M

Nearby ESOP Plans in Montana

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

Morrison-Maierle, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Morrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 77.09406 · Participants: 294Morrison-Maierle, Inc. Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP, Total assets ($M): 469.052794 · Participants: 968Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 175.622889 · Participants: 1519D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 108.549029 · Participants: 822Electrical Consultants, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 86.70244 · Participants: 339Sletten, Inc. Employee Stock Ownership PlanOftedal Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 43.099625 · Participants: 94Oftedal Construction, Inc. Employee Stock Ownership Plan
Morrison-Maierle, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Morrison-Maierle, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Montana, the nearest ESOP by assets is Arete Associates Employee Stock Ownership Plan in CA ($77M); by covered participants it is Cogent, Inc. Employee Stock Ownership Plan in MO (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Morrison-Maierle, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Morrison-Maierle, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.3% during 2024, from $73M to $77M. Reported net income was $4M.
How have Morrison-Maierle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrison-Maierle, Inc.'s sponsor-wide assets grew 30.6%, from $115M to $150M.
Where does Morrison-Maierle, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Morrison-Maierle, Inc. Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Morrison-Maierle, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Arete Associates Employee Stock Ownership Plan in CA ($77M, 379 participants).
Which ESOP plans cover a similar participant headcount to Morrison-Maierle, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cogent, Inc. Employee Stock Ownership Plan in MO (294 participants, $82M 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 810217149.

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.