Defined Benefit (Pension) · DOL Form 5500 · 2024

Morris Bean & Company Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
31
Participants Small participant base
36th
Percentile by assets National rank
$110,794
Avg per participant Below avg balance/head
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Official DOL plan name: Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees · Sponsored by Morris Bean & Company · Ohio · Manufacturing

$3M in assets, 31 participants

Morris Bean & Company's Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees reported $3M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,431 in Manufacturing (17,777 peers)

What the 2024 filing shows

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees holds $3M for 31 participants - about $110,794 per participant, in the lower half of filed plans by assets.

#3,431
in Manufacturing (17,777 peers)
-0.7%
assets change YoY

The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees's mid-pack asset rank among Manufacturing and all filers

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees vs every filed plan by assets

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

$3,434,611 36th percentile higher than 36% 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 Bean & Company Ret Plan for Hourly Bargaining Unit Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees reported net income fell from $179K in the plan year 2023 filing to -$26K in the plan year 2024 filing.
  • Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees reported participants rose from 27 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 310510640 · Morris Bean & Company PY 2024 · Defined Benefit (Pension)

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees · $3M · 31 · 36th

  • EOY $3M
  • 5500 31
  • ASSETS 36th
  • PCT Defined Benefit (Pension)
  • EIN near Associates in Dermatology PLLC Cash Balance Plan
  • RANK ind #3431

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 Manufacturing retirement plans → · Plans in Ohio →

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees in the asset neighbourhood

Norton Community Hospital Retirement PlanNorton Community Hospital Re…$3MJtm Perio Implants, Inc. Cash Balance PlanJtm Perio Implants, Inc. Cas…$3MKeiretsu Forum Cash Balance PlanKeiretsu Forum Cash Balance …$3MMorris Bean & Company Ret Plan for Hourly Bargaining Unit EmployeesMorris Bean & Company Ret Pl…$3MAssociates in Dermatology PLLC Cash Balance PlanAssociates in Dermatology PL…$3M
End-of-year total assets ($M) among Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$26K
Employer EIN310510640
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris Bean & Company)

Sponsor-wide plan assets over time

All Morris Bean & Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.6786124535636056% vs 2022
2024 filing year
$3.2M$3.3M$3.4M$3.5M 202220232024 $3.28M $3.43M ▲ +4.6%
Year Plans Participants Total Assets
2022 1 37 $3M
2023 1 27 $3M
2024 1 31 $3M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees, Total assets ($B): 0.003434611 · Participants: 31Morris Bean & Company Ret Plan for Hourly Bargaining Unit EmployeesGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees side-by-side with 3 peers →

Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Associates in Dermatology PLLC Cash Balance Plan in KY ($3M); by covered participants it is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Bean & Company Ret Plan for Hourly Bargaining Unit Employees assets move in 2024? ▼
Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees held essentially flat - down 0.7% during 2024, from $3M to $3M. Reported net income was -$26K.
How have Morris Bean & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris Bean & Company's sponsor-wide assets grew 4.7%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Associates in Dermatology PLLC Cash Balance Plan in KY ($3M, 124 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morris Bean & Company Ret Plan for Hourly Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA (31 participants, $13M 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 310510640.

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.