ESOP · DOL Form 5500 · 2024
S.J. Morse Company ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $95,058
- Avg per participant Below avg balance/head
Official DOL plan name: S.J. Morse Company Employee Stock Ownership Plan · Sponsored by S.J. Morse Company · West Virginia · Manufacturing
$2M in assets, 22 participants
S.J. Morse Company's S.J. Morse Company Employee Stock Ownership Plan reported $2M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #2,537 in Manufacturing (17,777 peers)
S.J. Morse Company multi-year trail
S.J. Morse Company's plans moved +83.8% in assets from 2022 to 2024; this filing shows S.J. Morse Company Employee Stock Ownership Plan at $2M / 22 participants.
- #2,537
- in Manufacturing (17,777 peers)
- +9.4%
- assets growth YoY
S.J. Morse Company Employee Stock Ownership Plan among the smaller filed plans by assets
S.J. Morse Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,091,266 30th percentile higher than 30% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
S.J. Morse Company 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. S.J. Morse Company Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- S.J. Morse Company Employee Stock Ownership Plan reported net income fell from $816K in the plan year 2023 filing to $216K in the plan year 2024 filing.
- S.J. Morse Company Employee Stock Ownership Plan reported participants rose from 19 in the plan year 2023 filing to 22 in the plan year 2024 filing.
- S.J. Morse Company Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 840797580 · S.J. Morse Company PY 2024 · ESOP
S.J. Morse Company Employee Stock Ownership Plan · $2M · 22 · 30th
- PART $2M
- PART 22
- PART 30th
- PART ESOP
- PART near First Union Financial Corporation Employee Stock Ownership Plan
- PART ind #2537
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 West Virginia →
S.J. Morse Company Employee Stock Ownership Plan in the asset neighbourhood
S.J. Morse Company multi-year asset trail
Sponsor-wide plan assets over time
All S.J. Morse Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 83.8372170708637% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $1M |
| 2023 | 1 | 19 | $2M |
| 2024 | 1 | 22 | $2M |
S.J. Morse Company filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $216K |
| Employer EIN | 840797580 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in West Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Triton Employee Stock Ownership Plan $93M · 75
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan $53M · 1,687
- Port Amherst, Ltd. Employee Stock Ownership Plan $53M · 329
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan $32M · 157
- Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan $19M · 55
S.J. Morse Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside West Virginia, the nearest ESOP by assets is First Union Financial Corporation Employee Stock Ownership Plan in AR ($2M); by covered participants it is Electricians, Inc. ESOP in HI (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 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.