ESOP · DOL Form 5500 · 2024
Morris & Associates, Inc. ESOP
Data updated 2026-07-24
- $26M
- Total assets
- 125
- Participants
- 75th
- Percentile by assets
- $210,742
- Avg per participant
Official DOL plan name: Morris & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Morris & Associates, Inc. · North Carolina · Manufacturing
$26M in assets, 125 participants
Morris & Associates, Inc.'s Morris & Associates, Inc. Employee Stock Ownership Plan reported $26M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 116,472 plans)
Coverage in North Carolina
Morris & Associates, Inc. Employee Stock Ownership Plan covers 125 participants in North Carolina, about 15% of the average North Carolina filer (state average ~846 per filing). Assets: $26M.
- $26M
- total plan assets (2024 EOY)
- 125
- covered participants
- 75th
- percentile by assets (of 116,472 plans)
- $210,742
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morris & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 115 in the plan year 2023 filing to 125 in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 846 participants across 3,325 plans. Morris & Associates, Inc. Employee Stock Ownership Plan reports 125 participants - about 15% of that state average ($26M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $26M |
| Employer EIN | 560509681 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morris & Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 189 | $19M |
| 2023 | 1 | 115 | $26M |
| 2024 | 1 | 125 | $26M |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
Morris & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,396
- Ecmd, Inc. Employee Stock Ownership Plan $154M · 969
- Precision Walls, Inc. Employee Stock Ownership Plan $143M · 1,228
- State Utility Contractors, Inc. Employee Stock Ownership Plan $123M · 158
- Recore Employee Stock Ownership Plan $109M · 140
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Morris & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Morris & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Morris & Associates, Inc. plan assets changed over time? ▼
Where does Morris & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Morris & Associates, Inc. Employee Stock Ownership Plan? ▼
Next read for Morris & Associates, Inc. Employee Stock…
Filing takeaways
Ways to act on Morris & Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Morris & Associates, 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 North Carolina. Compare plans
- Morris & Associates, Inc.'s sponsor-wide assets have grown 36.2% since 2022 across 3 plan years on file. More Manufacturing 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 560509681.
Read our methodology - how this data is sourced, computed, and verified.