ESOP · DOL Form 5500 · 2023

Mcfarland-Johnson, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
171
Participants Small participant base
73rd
Percentile by assets National rank
$117,720
Avg per participant Below avg balance/head
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Official DOL plan name: Mcfarland-Johnson, Inc. Employee Stock Ownership Plan · Sponsored by Mcfarland-Johnson, Inc. · New York · Professional & Technical Services

$20M in assets, 171 participants

Mcfarland-Johnson, Inc.'s Mcfarland-Johnson, Inc. Employee Stock Ownership Plan reported $20M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,750 in Professional & Technical Services (20,321 peers)

Coverage in New York

Mcfarland-Johnson, Inc. Employee Stock Ownership Plan covers 171 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $20M.

#14,750
in Professional & Technical Services (20,321 peers)
+20.1%
assets growth YoY

Mcfarland-Johnson, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mcfarland-Johnson, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,130,128 Top 27% higher than 73% 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

Mcfarland-Johnson, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcfarland-Johnson, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcfarland-Johnson, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mcfarland-Johnson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Mcfarland-Johnson, Inc. Employee Stock Ownership Plan reported participants rose from 156 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 160770183 · Mcfarland-Johnson, Inc. PY 2023 · ESOP

Mcfarland-Johnson, Inc. Employee Stock Ownership Plan · $20M · 171 · 73rd

  • PHOTO $20M
  • PHOTO 171
  • PHOTO 73rd
  • PHOTO ESOP
  • PHOTO near Inland Star Distribution Centers, Inc. Employee Stock Ownership Plan
  • PHOTO ind #14750

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 New York →

Mcfarland-Johnson, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Carterpierce Employee Stock Ownership PlanCarterpierce Employee Stock …$20MHeptacore, Inc. Employee Stock Ownership PlanHeptacore, Inc. Employee Sto…$20MMcfarland-Johnson, Inc. Employee Stock Ownership PlanMcfarland-Johnson, Inc. Empl…$20MInland Star Distribution Centers, Inc. Employee Stock Ownership PlanInland Star Distribution Cen…$20MWilliams Stone Co., Inc. Employee Stock Ownership PlanWilliams Stone Co., Inc. Emp…$20M
End-of-year total assets ($M) among Mcfarland-Johnson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN160770183
Plan Effective Date1992-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcfarland-Johnson, Inc.)

Sponsor-wide plan assets over time

All Mcfarland-Johnson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 43.56087734104206% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $41.8M $60M ▲ +43.5%
Year Plans Participants Total Assets
2022 2 312 $42M
2023 2 345 $51M
2024 2 405 $60M

Nearby ESOP Plans in New York

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

Mcfarland-Johnson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Mcfarland-Johnson, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.130128 · Participants: 171Mcfarland-Johnson, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Mcfarland-Johnson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Mcfarland-Johnson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Inland Star Distribution Centers, Inc. Employee Stock Ownership Plan in CA ($20M); by covered participants it is Chasse Enterprises, Inc Employee Stock Ownership Plan in AZ (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Mcfarland-Johnson, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mcfarland-Johnson, Inc. Employee Stock Ownership Plan grew sharply - up 20.1% during 2023, from $17M to $20M. Reported net income was $3M.
How have Mcfarland-Johnson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcfarland-Johnson, Inc.'s sponsor-wide assets grew 43.6%, from $42M to $60M.
Which ESOP plans are similar in size to Mcfarland-Johnson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Inland Star Distribution Centers, Inc. Employee Stock Ownership Plan in CA ($20M, 83 participants).
Which ESOP plans cover a similar participant headcount to Mcfarland-Johnson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chasse Enterprises, Inc Employee Stock Ownership Plan in AZ (171 participants, $53M 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 160770183.

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.