ESOP · DOL Form 5500 · 2024

Morris & Associates, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
125
Participants Small participant base
75th
Percentile by assets National rank
$210,742
Avg per participant Above avg balance/head
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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.

  • #11,730 in Manufacturing (17,777 peers)

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 ~819 per filing). Assets: $26M.

#11,730
in Manufacturing (17,777 peers)
+0.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Morris & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Morris & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$26,342,770 Top 25% higher than 75% 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

Morris & Associates, 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. Morris & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (125 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560509681 · Morris & Associates, Inc. PY 2024 · ESOP

Morris & Associates, Inc. Employee Stock Ownership Plan · $26M · 125 · 75th

  • TYPE $26M
  • NET 125
  • BOOK 75th
  • VS-ST ESOP
  • BOY near Xfmrs, Inc. Employees' Stock Ownership Plan
  • SCH ind #11730

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 North Carolina →

Morris & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Morris & Associates, Inc. Employee Stock Ownership PlanMorris & Associates, Inc. Em…$26MXfmrs, Inc. Employees' Stock Ownership PlanXfmrs, Inc. Employees' Stock…$26MPeoples Services, Inc. Employee Stock Ownership PlanPeoples Services, Inc. Emplo…$26MBognet Construction Associates Inc. Employee Stock Ownership PlanBognet Construction Associat…$26MHart Howerton Employee Stock Ownership PlanHart Howerton Employee Stock…$26M
End-of-year total assets ($M) among Morris & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$26M
Employer EIN560509681
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris & Associates, Inc.)

Sponsor-wide plan assets over time

All Morris & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 36.192816341378084% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.3M $26.3M ▲ +36.2%
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 Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Morris & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 26.34277 · Participants: 125Morris & Associates, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Morris & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Morris & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Morris & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Xfmrs, Inc. Employees' Stock Ownership Plan in IN ($26M); by covered participants it is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Morris & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Morris & Associates, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $26M to $26M.
How have Morris & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris & Associates, Inc.'s sponsor-wide assets grew 36.2%, from $19M to $26M.
Where does Morris & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Morris & Associates, Inc. Employee Stock Ownership Plan ranks in the 75th 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 Morris & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Xfmrs, Inc. Employees' Stock Ownership Plan in IN ($26M, 36 participants).
Which ESOP plans cover a similar participant headcount to Morris & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (125 participants, $234K 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 560509681.

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.