ESOP · DOL Form 5500 · 2023

John Henry Foster Company ESOP

Data updated 2026-08-11

$44M
Total assets
192
Participants
84th
Percentile by assets
$230,167
Avg per participant
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Official DOL plan name: John Henry Foster Company Employee Stock Ownership Plan · Sponsored by John Henry Foster Company · Missouri · Wholesale Trade

$44M in assets, 192 participants

John Henry Foster Company's John Henry Foster Company Employee Stock Ownership Plan reported $44M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #5,365 in Wholesale Trade (6,309 peers)

Coverage in Missouri

John Henry Foster Company Employee Stock Ownership Plan covers 192 participants in Missouri, about 26% of the average Missouri filer (state average ~737 per filing). Assets: $44M.

$44M
total plan assets (2023 EOY)
192
covered participants
84th
percentile by assets (of 127,072 plans)
$230,167
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John Henry Foster Company Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • John Henry Foster Company Employee Stock Ownership Plan end-of-year assets rose from $34M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • John Henry Foster Company Employee Stock Ownership Plan reported participants rose from 178 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. John Henry Foster Company Employee Stock Ownership Plan reports 192 participants - about 26% of that state average ($44M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$44M
Net Income$11M
Employer EIN431306476
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Henry Foster Company)

$50M$55M$60M$65M$70M$75M 202220232024 $55.4M $67.4M ▲ +21.7%
Total plan assets by year, all John Henry Foster Company plans on file
Year Plans Participants Total Assets
2022 2 362 $55M
2023 2 392 $70M
2024 2 401 $67M

Nearby ESOP Plans in Missouri

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

John Henry Foster Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants

John Henry Foster Company 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 John Henry Foster Co…Burns & Mcdonnell, I…Mccarthy Employee St…Arco DB Companies, I…Je Dunn Employee Sto…Emery Sapp Employee …
John Henry Foster Company 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 John Henry Foster Company Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did John Henry Foster Company Employee Stock Ownership Plan assets move in 2023?
John Henry Foster Company Employee Stock Ownership Plan surged - up 31.2% during 2023, from $34M to $44M. Reported net income was $11M.
How have John Henry Foster Company plan assets changed over time?
Across 3 plan years on file (2022-2024), John Henry Foster Company's sponsor-wide assets grew 21.7%, from $55M to $67M.
Where does John Henry Foster Company Employee Stock Ownership Plan rank by assets among Form 5500 filers?
John Henry Foster Company Employee Stock Ownership Plan ranks in the 84th 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 John Henry Foster Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Kearny Bank Employee Stock Ownership Plan in NJ ($44M, 417 participants).

Next read for John Henry Foster Company Employee Stock…

Filing takeaways

Ways to act on John Henry Foster Company Employee Stock Ownership Plan's numbers.

  • By total assets, John Henry Foster Company 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
  • John Henry Foster Company's sponsor-wide assets have grown 21.7% since 2022 across 3 plan years on file. More Wholesale Trade plans