ESOP · DOL Form 5500 · 2022

Genuine Mccarthy Enterprises, Inc. ESOP

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
3,252
Participants Above avg headcount
99th
Percentile by assets National rank
$369,403
Avg per participant High balance/head
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Official DOL plan name: Mccarthy Employee Stock Ownership Plan · Sponsored by Genuine Mccarthy Enterprises, Inc. · Missouri · Construction

$1.2B in assets, 3,252 participants

Genuine Mccarthy Enterprises, Inc.'s Mccarthy Employee Stock Ownership Plan reported $1.2B in total assets and 3,252 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #9,837 in Construction (9,927 peers)

Coverage in Missouri

Mccarthy Employee Stock Ownership Plan covers 3,252 participants in Missouri, 4.4x the typical Missouri plan (state average ~737 per filing). Assets: $1.2B.

#9,837
in Construction (9,927 peers)
+11.5%
assets growth YoY
12×
vs typical plan assets (national mean)

Mccarthy Employee Stock Ownership Plan's outsized position by total assets

Mccarthy Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,201,297,589 Top 1% higher than 99% of 139,123 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 2022

Mccarthy Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mccarthy Employee Stock Ownership Plan lands in the large band (3,252 participants).

DOL schedule card

Filing strip 851145093 · Genuine Mccarthy Enterprises, Inc. PY 2022 · ESOP

Mccarthy Employee Stock Ownership Plan · $1.2B · 3,252 · 99th

  • SCH $1.2B
  • EBSA 3,252
  • PART 99th
  • TYPE ESOP
  • NET near Acco Employee Stock Ownership Plan
  • BOOK ind #9837

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 Missouri →

Mccarthy Employee Stock Ownership Plan in the asset neighbourhood

Acco Employee Stock Ownership PlanAcco Employee Stock Ownershi…$1.2BMccarthy Employee Stock Ownership PlanMccarthy Employee Stock Owne…$1.2BKehe Distributors, Inc. Employee Stock Ownership PlanKehe Distributors, Inc. Empl…$1.2BBradford White Corporation Employee Stock Ownership Plan and Trust AgreementBradford White Corporation E…$1.2BBorder States Industries, Inc. Employee Stock Ownership PlanBorder States Industries, In…$1.1B
End-of-year total assets ($B) among Mccarthy Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.2B
Net Income$131M
Employer EIN851145093
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Genuine Mccarthy Enterprises, Inc.)

Sponsor-wide plan assets over time

All Genuine Mccarthy Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 53.07763803388427% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $1.66B $2.55B ▲ +53.6%
Year Plans Participants Total Assets
2022 2 7,549 $1.7B
2023 2 8,406 $2.1B
2024 2 8,339 $2.5B

Nearby ESOP Plans in Missouri

Peer ESOP plans, same state, same plan type, ranked by total assets.

Mccarthy Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 012345 Total assets ($B) Participants Mccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and TrustArco Holdings Employee Stock Ownership Plan, Total assets ($B): 0.223508014 · Participants: 310Arco Holdings Employee Stock Ownership Plan
Mccarthy Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Mccarthy Employee Stock Ownership Plan side-by-side with 3 peers →

Mccarthy Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Acco Employee Stock Ownership Plan in CA ($1.2B); by covered participants it is Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees in MD (3,271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,252 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mccarthy Employee Stock Ownership Plan assets move in 2022? ▼
Mccarthy Employee Stock Ownership Plan grew at a solid clip - up 11.5% during 2022, from $1.1B to $1.2B. Reported net income was $131M.
How have Genuine Mccarthy Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Genuine Mccarthy Enterprises, Inc.'s sponsor-wide assets grew 53.1%, from $1.7B to $2.5B.
Where does Mccarthy Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mccarthy Employee Stock Ownership Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Mccarthy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Acco Employee Stock Ownership Plan in CA ($1.2B, 1,318 participants).
Which ESOP plans cover a similar participant headcount to Mccarthy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees in MD (3,271 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 851145093.

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.