ESOP · DOL Form 5500 · 2023

Bernard J. Mulcahy Company, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
56
Participants Small participant base
72nd
Percentile by assets National rank
$350,893
Avg per participant High balance/head
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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.

  • #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.

#4,359
in Wholesale Trade (6,309 peers)
+101.5%
assets growth YoY

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust's outsized position 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 $2,050,000,000 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 2023

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust is a small filing (56 participants) on this national headcount ladder.

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 →

EBSA filing schedule strip

Filing strip 410877565 · Bernard J. Mulcahy Company, Inc. PY 2023 · ESOP

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust · $20M · 56 · 72nd

  • EIN $20M
  • EIN 56
  • EIN 72nd
  • EIN ESOP
  • EIN near Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #4359

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 Minnesota →

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Abrasives Incorporated Employee Stock Ownership PlanAbrasives Incorporated Emplo…$20MMulcahy Company, Inc. Employee Stock Ownership Plan and TrustMulcahy Company, Inc. Employ…$20MPioneer Technical Services, Inc. Employee Stock Ownership Plan and TrustPioneer Technical Services, …$20MManos Home Care Employee Stock Ownership PlanManos Home Care Employee Sto…$20MGlass & Metals, Inc. Employee Stock Ownership and Savings PlanGlass & Metals, Inc. Employe…$20M
End-of-year total assets ($M) among Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All Bernard J. Mulcahy Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 138.9921641025641% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.75M $23.3M ▲ +139.0%
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 Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 19.65 · Participants: 56Mulcahy Company, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
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's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust in MT ($20M); by covered participants it is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants, N/A in assets).