ESOP · DOL Form 5500 · 2023

Genuine Mccarthy Enterprises, Inc. ESOP

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
3,651
Participants Above avg headcount
99th
Percentile by assets National rank
$407,950
Avg per participant High balance/head
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Official DOL plan name: Mccarthy Employee Stock Ownership Plan · Sponsored by Genuine Mccarthy Enterprises, Inc. · Missouri · Construction

$1.5B in assets, 3,651 participants

Genuine Mccarthy Enterprises, Inc.'s Mccarthy Employee Stock Ownership Plan reported $1.5B in total assets and 3,651 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,952 in Construction (9,030 peers)

Coverage in Missouri

Mccarthy Employee Stock Ownership Plan covers 3,651 participants in Missouri, 5.0x the typical Missouri plan (state average ~737 per filing). Assets: $1.5B.

#8,952
in Construction (9,030 peers)
+24.0%
assets growth YoY
15×
vs typical plan assets (national mean)

Mccarthy Employee Stock Ownership Plan's outsized position by total assets

Mccarthy Employee Stock Ownership Plan vs every filed plan by assets

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

$1,489,427,066 Top 1% higher than 99% 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

Mccarthy Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mccarthy Employee Stock Ownership Plan lands in the large band (3,651 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mccarthy Employee Stock Ownership Plan reported net income rose from $131M in the plan year 2022 filing to $294M in the plan year 2023 filing.
  • Mccarthy Employee Stock Ownership Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.5B in the plan year 2023 filing.
  • Mccarthy Employee Stock Ownership Plan reported participants rose from 3,252 in the plan year 2022 filing to 3,651 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 851145093 · Genuine Mccarthy Enterprises, Inc. PY 2023 · ESOP

Mccarthy Employee Stock Ownership Plan · $1.5B · 3,651 · 99th

  • ASSETS $1.5B
  • ASSETS 3,651
  • ASSETS 99th
  • ASSETS ESOP
  • ASSETS near Acco Employee Stock Ownership Plan
  • ASSETS ind #8952

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 Missouri →

Mccarthy Employee Stock Ownership Plan in the asset neighbourhood

Kehe Distributors, Inc. Employee Stock Ownership PlanKehe Distributors, Inc. Empl…$1.6BBradford White Corporation Employee Stock Ownership Plan and Trust AgreementBradford White Corporation E…$1.6BMccarthy Employee Stock Ownership PlanMccarthy Employee Stock Owne…$1.5BAcco Employee Stock Ownership PlanAcco Employee Stock Ownershi…$1.4BMcnaughton-Mckay Electric Company Employee Stock Ownership PlanMcnaughton-Mckay Electric Co…$1.3B
End-of-year total assets ($B) among Mccarthy Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.5B
Net Income$294M
Employer EIN851145093
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Genuine Mccarthy Enterprises, Inc.)

Sponsor-wide plan assets over time

All Genuine Mccarthy Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 53.07763803388427% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $1.66B $2.55B ▲ +53.6%
Year Plans Participants Total Assets
2022 2 7,549 $1.7B
2023 2 8,406 $2.1B
2024 2 8,339 $2.5B

Nearby ESOP Plans in Missouri

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

Mccarthy Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 012345 Total assets ($B) Participants Mccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership PlanSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.268607056 · Participants: 1561Src Employee Stock Ownership Plan and Trust
Mccarthy Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Mccarthy Employee Stock Ownership Plan side-by-side with 3 peers →

Mccarthy Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Acco Employee Stock Ownership Plan in CA ($1.4B); by covered participants it is Recology Employee Stock Ownership Plan in CA (3,656 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,651 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 Mccarthy Employee Stock Ownership Plan assets move in 2023? ▼
Mccarthy Employee Stock Ownership Plan grew sharply - up 24.0% during 2023, from $1.2B to $1.5B. Reported net income was $294M.
How have Genuine Mccarthy Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Genuine Mccarthy Enterprises, Inc.'s sponsor-wide assets grew 53.1%, from $1.7B to $2.5B.
Where does Mccarthy Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mccarthy Employee Stock Ownership Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Mccarthy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Acco Employee Stock Ownership Plan in CA ($1.4B, 1,397 participants).
Which ESOP plans cover a similar participant headcount to Mccarthy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Recology Employee Stock Ownership Plan in CA (3,656 participants, $497M 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 851145093.

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.