ESOP · DOL Form 5500 · 2022
The McDonald's Group, Inc. ESOP
Data updated 2026-08-25
- $160K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $79,774
- Avg per participant Below avg balance/head
Official DOL plan name: The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The McDonald's Group, Inc. · Illinois · Information & Media
$160K in assets, 2 participants
The McDonald's Group, Inc.'s The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust reported $160K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #153 in Information & Media (2,911 peers)
The McDonald's Group, Inc. multi-year trail
The McDonald's Group, Inc.'s plans moved -12.8% in assets from 2022 to 2024; this filing shows The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust at $160K / 2 participants.
- #153
- in Information & Media (2,911 peers)
- -15.1%
- assets change YoY
The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$159,548 9th percentile higher than 9% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 363729709 · The McDonald's Group, Inc. PY 2022 · ESOP
The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust · $160K · 2 · 9th
- ASSETS $160K
- PCT 2
- EIN 9th
- RANK ESOP
- PHOTO near Harbinger Partners, Inc. Employee Stock Ownership Plan
- IND ind #153
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 Illinois →
The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
The McDonald's Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The McDonald's Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $139K 12.84190337704014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $160K |
| 2023 | 1 | 2 | $145K |
| 2024 | 1 | 2 | $139K |
The McDonald's Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $188K |
|---|---|
| Net Assets (End of Year) | $160K |
| Net Income | -$28K |
| Employer EIN | 363729709 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Harbinger Partners, Inc. Employee Stock Ownership Plan in MN ($159K); by covered participants it is Bay Cities Pyrotector Employee Stock Ownership Plan in CA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160K here).
- Harbinger Partners, Inc. Employee Stock Ownership Plan (MN) $159K · 24
- Cypher Analytics, Inc. Employee Stock Ownership Plan (CA) $160K · 32
- Cypher Analytics, Inc. Employee Stock Ownership Plan (CA) $160K · 32
- Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan (CA) $159K · 4
Similar participant headcount
Nearest other-state filings by covered participants (2 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.