ESOP · DOL Form 5500 · 2023

Town & Country Grocers of Fredericktown, Mo, Inc ESOP

Data updated 2026-08-11

$22M
Total assets
6
Participants
75th
Percentile by assets
$3.7M
Avg per participant
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Official DOL plan name: Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan · Sponsored by Town & Country Grocers of Fredericktown, Mo, Inc · Missouri · Retail Trade

$22M in assets, 6 participants

Town & Country Grocers of Fredericktown, Mo, Inc's Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan reported $22M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 127,072 plans)
  • #7,079 in Retail Trade (8,414 peers)

Where Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan sits by assets

Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $22M for 6 participants (~$3.7M/participant), up 0.5% in 2023.

$22M
total plan assets (2023 EOY)
6
covered participants
75th
percentile by assets (of 127,072 plans)
$3.7M
avg assets per participant

Where Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan sits by total assets

Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$22,290,292 Top 25% higher than 75% 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

  • Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan reported net income rose from -$26M in the plan year 2022 filing to $109K in the plan year 2023 filing.
  • Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan outranks 75% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$22M
Net Income$109K
Employer EIN430961945
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Town & Country Grocers of Fredericktown, Mo, Inc)

$5M$10M$15M$20M$25M 202220232024 $22.2M $10.8M ▼ -51.4%
Total plan assets by year, all Town & Country Grocers of Fredericktown, Mo, Inc plans on file
Year Plans Participants Total Assets
2022 1 6 $22M
2023 1 6 $22M
2024 1 6 $11M

Nearby ESOP Plans in Missouri

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

Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Town & Country Groce…, Total assets ($B): 0.022290292 · Participants: 6Town & Country Groce…Burns & Mcdonnell, I…, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, I…Mccarthy Employee St…, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee St…Arco DB Companies, I…, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, I…Je Dunn Employee Sto…, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Sto…Emery Sapp Employee …, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee …
Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan assets move in 2023?
Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan held essentially flat - up 0.5% during 2023, from $22M to $22M. Reported net income was $109K.
How have Town & Country Grocers of Fredericktown, Mo, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Town & Country Grocers of Fredericktown, Mo, Inc's sponsor-wide assets declined 51.4%, from $22M to $11M.
Where does Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Steinhafels Holding Company, Inc. Employee Stock Ownership Plan in WI ($22M, 450 participants).

Next read for Town & Country Grocers of Fredericktown,…

Scale reading

Ways to act on Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan's numbers.

  • By total assets, Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
  • Town & Country Grocers of Fredericktown, Mo, Inc's sponsor-wide assets have declined 51.4% since 2022 across 3 plan years on file. More Retail Trade plans