ESOP · DOL Form 5500 · 2022

John H. Carter Co., Inc. ESOP

Data updated 2026-08-25

$499M
Total assets Above avg plan size
561
Participants Below avg headcount
98th
Percentile by assets National rank
$889,143
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Magnolia Employee Stock Ownership Plan · Sponsored by John H. Carter Co., Inc. · Louisiana · Manufacturing

$499M in assets, 561 participants

John H. Carter Co., Inc.'s Magnolia Employee Stock Ownership Plan reported $499M in total assets and 561 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,873 in Manufacturing (20,602 peers)

Where Magnolia Employee Stock Ownership Plan sits by assets

Magnolia Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $499M for 561 participants (~$889,143/participant), up 5.6% in 2022.

#19,873
in Manufacturing (20,602 peers)
+5.6%
assets growth YoY
5.0×
vs typical plan assets (national mean)

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

Magnolia Employee Stock Ownership Plan vs every filed plan by assets

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

$498,809,004 Top 2% higher than 98% 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

Magnolia Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Magnolia Employee Stock Ownership Plan sits mid-pack in the medium band (561 participants).

DOL schedule card

Filing strip 720494338 · John H. Carter Co., Inc. PY 2022 · ESOP

Magnolia Employee Stock Ownership Plan · $499M · 561 · 98th

  • EIN $499M
  • RANK 561
  • PHOTO 98th
  • IND ESOP
  • EOY near U-Haul Holding Company Employee Stock Ownership Plan
  • 5500 ind #19873

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 Louisiana →

Magnolia Employee Stock Ownership Plan in the asset neighbourhood

Magnolia Employee Stock Ownership PlanMagnolia Employee Stock Owne…$499MU-Haul Holding Company Employee Stock Ownership PlanU-Haul Holding Company Emplo…$498MCactus Feeders, Inc. Employee Stock Ownership PlanCactus Feeders, Inc. Employe…$495MConsigli Building Group Employee Stock Ownership PlanConsigli Building Group Empl…$495MHormel Foods Corporation Joint Earnings Profit Sharing TrustHormel Foods Corporation Joi…$486M
End-of-year total assets ($M) among Magnolia Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$473M
Net Assets (End of Year)$348M
Net Income$17M
Employer EIN720494338
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John H. Carter Co., Inc.)

Sponsor-wide plan assets over time

All John H. Carter Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$777M 45.47744749780444% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $534M $777M ▲ +45.5%
Year Plans Participants Total Assets
2022 2 1,186 $534M
2023 2 726 $651M
2024 2 1,464 $777M

Nearby ESOP Plans in Louisiana

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

Magnolia Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 0100200300400500600 Total assets ($M) Participants Magnolia Employee Stock Ownership Plan, Total assets ($M): 498.809004 · Participants: 561Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 397.78589 · Participants: 3581Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 178.557968 · Participants: 566Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 110.666049 · Participants: 779Gulf Coast Bank & Trust Company Employee Stock Ownership PlanAmg Employee Stock Ownership Plan, Total assets ($M): 83.954227 · Participants: 439Amg Employee Stock Ownership PlanRogers Manufacturing Corporation Employee Stock Ownership Plan, Total assets ($M): 64.052214 · Participants: 175Rogers Manufacturing Corporation Employee Stock Ownership Plan
Magnolia Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Magnolia Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest ESOP by assets is U-Haul Holding Company Employee Stock Ownership Plan in AZ ($498M); by covered participants it is Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan in OR (561 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (561 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 Magnolia Employee Stock Ownership Plan assets move in 2022? ▼
Magnolia Employee Stock Ownership Plan grew at a solid clip - up 5.6% during 2022, from $473M to $499M. Reported net income was $17M.
How have John H. Carter Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John H. Carter Co., Inc.'s sponsor-wide assets grew 45.5%, from $534M to $777M.
Where does Magnolia Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Magnolia Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Magnolia Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is U-Haul Holding Company Employee Stock Ownership Plan in AZ ($498M, 18,179 participants).
Which ESOP plans cover a similar participant headcount to Magnolia Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan in OR (561 participants, $222M 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 720494338.

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.