Defined Benefit (Pension) · DOL Form 5500 · 2024

James D. Morrissey, Inc. Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
32
Participants Small participant base
74th
Percentile by assets National rank
$750,695
Avg per participant High balance/head
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Official DOL plan name: James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan · Sponsored by James D. Morrissey, Inc. · Pennsylvania · Construction

$24M in assets, 32 participants

James D. Morrissey, Inc.'s James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan reported $24M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,543 in Construction (9,039 peers)

James D. Morrissey, Inc. multi-year trail

James D. Morrissey, Inc.'s plans moved +35.0% in assets from 2022 to 2024; this filing shows James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan at $24M / 32 participants.

#6,543
in Construction (9,039 peers)
+8.0%
assets growth YoY

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan's outsized position by total assets

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan vs every filed plan by assets

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

$24,022,229 Top 26% higher than 74% 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

James D. Morrissey, Inc. Et Al. Defined Benefit Pension 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. James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan reported participants fell from 37 in the plan year 2023 filing to 32 in the plan year 2024 filing.
  • James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231268801 · James D. Morrissey, Inc. PY 2024 · Defined Benefit (Pension)

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan · $24M · 32 · 74th

  • EBSA $24M
  • EBSA 32
  • EBSA 74th
  • EBSA Defined Benefit (Pension)
  • EBSA near Retirement Plan for Employees of Louisiana Machinery Company, L.L.C.
  • EBSA ind #6543

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 Construction retirement plans → · Plans in Pennsylvania →

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan in the asset neighbourhood

Irving Tissue Pension Plan$24MJames D. Morrissey, Inc. Et Al. Defined Benefit Pension PlanJames D. Morrissey, Inc. Et …$24MRetirement Plan for Employees of Louisiana Machinery Company, L.L.C.Retirement Plan for Employee…$24MMettel Vip Plan$24MKennedy Valve Factory Employees Pension PlanKennedy Valve Factory Employ…$24M
End-of-year total assets ($M) among James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

James D. Morrissey, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All James D. Morrissey, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 34.95404923778154% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.3M $50.4M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 272 $37M
2023 2 277 $44M
2024 2 280 $50M

James D. Morrissey, Inc. filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN231268801
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan, Total assets ($B): 0.024022229 · Participants: 32James D. Morrissey, Inc. Et Al. Defined Benefit Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan side-by-side with 3 peers →

James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Louisiana Machinery Company, L.L.C. in LA ($24M); by covered participants it is Interval Partners, LP Cash Balance Plan in NY (32 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (32 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 James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan assets move in 2024? ▼
James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan grew at a solid clip - up 8.0% during 2024, from $22M to $24M. Reported net income was $2M.
How have James D. Morrissey, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James D. Morrissey, Inc.'s sponsor-wide assets grew 35.0%, from $37M to $50M.
Which Defined Benefit (Pension) plans are similar in size to James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Louisiana Machinery Company, L.L.C. in LA ($24M, 105 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Interval Partners, LP Cash Balance Plan in NY (32 participants, $6M 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 231268801.

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.