ESOP · DOL Form 5500 · 2023

Mcd, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
61
Participants Small participant base
64th
Percentile by assets National rank
$208,474
Avg per participant Above avg balance/head
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Official DOL plan name: Mcd, Inc. Employee Stock Ownership Plan · Sponsored by Mcd, Inc. · Wisconsin · Manufacturing

$13M in assets, 61 participants

Mcd, Inc.'s Mcd, Inc. Employee Stock Ownership Plan reported $13M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,613 in Manufacturing (18,722 peers)

What the 2023 filing shows

Mcd, Inc. Employee Stock Ownership Plan holds $13M for 61 participants - about $208,474 per participant, above the median plan by assets.

#9,613
in Manufacturing (18,722 peers)
+1.9%
assets growth YoY

Mcd, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Mcd, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,716,931 Top 36% higher than 64% 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

Mcd, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcd, Inc. Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcd, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $443K in the plan year 2023 filing.
  • Mcd, Inc. Employee Stock Ownership Plan reported participants rose from 59 in the plan year 2022 filing to 61 in the plan year 2023 filing.
  • Mcd, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391939873 · Mcd, Inc. PY 2023 · ESOP

Mcd, Inc. Employee Stock Ownership Plan · $13M · 61 · 64th

  • ASSETS $13M
  • ASSETS 61
  • ASSETS 64th
  • ASSETS ESOP
  • ASSETS near William Penn Bank Employee Stock Ownership Plan
  • ASSETS ind #9613

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 Wisconsin →

Mcd, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mcd, Inc. Employee Stock Ownership PlanMcd, Inc. Employee Stock Own…$13MWilliam Penn Bank Employee Stock Ownership PlanWilliam Penn Bank Employee S…$13MBenmark Holdings, Inc. Employee Stock Ownership PlanBenmark Holdings, Inc. Emplo…$13MUnion Holding Corp. Employee Stock Ownership PlanUnion Holding Corp. Employee…$13MWeathermaster Building Products, Inc. Employee Stock Ownership PlanWeathermaster Building Produ…$13M
End-of-year total assets ($M) among Mcd, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income$443K
Employer EIN391939873
Plan Effective Date2013-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcd, Inc.)

Sponsor-wide plan assets over time

All Mcd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 2.9635977564102562% vs 2022
2024 filing year
$12M$12.2M$12.4M$12.6M$12.8M 202220232024 $12.5M $12.1M ▼ -3.0%
Year Plans Participants Total Assets
2022 1 59 $12M
2023 1 61 $13M
2024 1 67 $12M

Nearby ESOP Plans in Wisconsin

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

Mcd, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Mcd, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012716931 · Participants: 61Mcd, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Mcd, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Mcd, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mcd, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is William Penn Bank Employee Stock Ownership Plan in PA ($13M); by covered participants it is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

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 Mcd, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mcd, Inc. Employee Stock Ownership Plan edged up modestly - up 1.9% during 2023, from $12M to $13M. Reported net income was $443K.
How have Mcd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcd, Inc.'s sponsor-wide assets declined 3.0%, from $12M to $12M.
Which ESOP plans are similar in size to Mcd, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is William Penn Bank Employee Stock Ownership Plan in PA ($13M, 77 participants).
Which ESOP plans cover a similar participant headcount to Mcd, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391939873.

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.