ESOP · DOL Form 5500 · 2023

Bernard J. Mulcahy Company, Inc. ESOP

Data updated 2026-08-11

$20M
Total assets
56
Participants
72nd
Percentile by assets
$350,893
Avg per participant
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Official DOL plan name: Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Bernard J. Mulcahy Company, Inc. · Minnesota · Wholesale Trade

$20M in assets, 56 participants

Bernard J. Mulcahy Company, Inc.'s Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust reported $20M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • 72nd percentile by assets (of 127,072 plans)
  • #4,359 in Wholesale Trade (6,309 peers)

Bernard J. Mulcahy Company, Inc. multi-year trail

Bernard J. Mulcahy Company, Inc.'s plans moved +139.0% in assets from 2022 to 2024; this filing shows Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust at $20M / 56 participants.

$20M
total plan assets (2023 EOY)
56
covered participants
72nd
percentile by assets (of 127,072 plans)
$350,893
avg assets per participant

Where Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust sits by total assets

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,650,000 Top 28% higher than 72% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 57 in the plan year 2022 filing to 56 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Bernard J. Mulcahy Company, Inc. across 3 plan years on file

Across the 3 plan years Bernard J. Mulcahy Company, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $23M, a gain of 139.0%, while reported participants moved from 57 to 60 (+5.3%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($10M).

Bernard J. Mulcahy Company, Inc. multi-year asset trail

$5M$10M$15M$20M$25M 202220232024 $9.75M $23.3M ▲ +139.0%
Total plan assets by year, all Bernard J. Mulcahy Company, Inc. plans on file
Year Plans Participants Total Assets
2022 1 57 $10M
2023 1 56 $20M
2024 1 60 $23M

Bernard J. Mulcahy Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$19M
Net Income$10M
Employer EIN410877565
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Mulcahy Company, Inc…Andersen Corporation…Kingdom Enterprises,…Landscape Structures…Hormel Foods Corpora…Force America Inc. E…
Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust assets move in 2023?
Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust surged - up 101.5% during 2023, from $10M to $20M. Reported net income was $10M.
How have Bernard J. Mulcahy Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bernard J. Mulcahy Company, Inc.'s sponsor-wide assets grew 139.0%, from $10M to $23M.
Which ESOP plans are similar in size to Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust in MT ($20M, 113 participants).

Next read for Mulcahy Company, Inc. Employee Stock Own…

Multi-year trail

Ways to act on Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
  • Bernard J. Mulcahy Company, Inc.'s sponsor-wide assets have grown 139.0% since 2022 across 3 plan years on file. More Wholesale Trade plans