ESOP · DOL Form 5500 · 2024

Morrison-Maierle, Inc. ESOP

Data updated 2026-07-24

$77M
Total assets: 294
Participants: 88th
Percentile by assets: $262,225
Avg per participant

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.

88th percentile by assets (of 116,472 plans)

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.

$77M
total plan assets (2024 EOY): 294
covered participants: 88th
percentile by assets (of 116,472 plans): $262,225
avg assets per participant

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 →

State

Montana

Industry

Professional & Technical Services

Morrison-Maierle, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Morrison-Maierle, Inc. Employee Stock Ownership Plan outranks 88% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$73M
Net Assets (End of Year)	$77M
Net Income	$4M
Employer EIN	810217149
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Morrison-Maierle, Inc.)

Total plan assets by year, all Morrison-Maierle, Inc. plans on file

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

Electrical Consultants, Inc. Employee Stock Ownership Plan $109M · 822
Sletten, Inc. Employee Stock Ownership Plan $87M · 339
Oftedal Construction, Inc. Employee Stock Ownership Plan $43M · 94
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust $37M · 69
Town and Country Foods, Inc. Employee Stock Ownership Plan $32M · 459

Compare Morrison-Maierle, Inc. Employee Stock Ow… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Morrison-Maierle, Inc. Employee Stock Ownership Plan by total assets, not by location.

Arete Associates Employee Stock Ownership Plan (CA) $77M · 379
Arco/Murray National Holdings, Inc. Employee Stock Ownership Plan (MO) $77M · 763
Bulab Employee Stock Ownership Plan (TN) $77M · 360
Icr Inc. Employee Stock Ownership Plan (CO) $77M · 559

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 116,472 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).

Next read for Morrison-Maierle, Inc. Employee Stock Ow…

Scale reading

Ways to act on Morrison-Maierle, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Morrison-Maierle, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Montana. Compare plans
Morrison-Maierle, Inc.'s sponsor-wide assets have grown 30.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.