ESOP · DOL Form 5500 · 2023

John Henry Foster Company ESOP

Data updated 2026-08-25

$44M
Total assets Below avg plan size
192
Participants Below avg headcount
84th
Percentile by assets National rank
$230,167
Avg per participant Above avg balance/head
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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.

  • #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.

#5,365
in Wholesale Trade (6,309 peers)
+31.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

John Henry Foster Company Employee Stock Ownership Plan's outsized position by total assets

John Henry Foster Company Employee Stock Ownership Plan vs every filed plan by assets

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

$44,192,122 Top 16% higher than 84% 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

John Henry Foster Company 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. John Henry Foster Company Employee Stock Ownership Plan sits mid-pack in the medium band (192 participants).

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 →

DOL schedule card

Filing strip 431306476 · John Henry Foster Company PY 2023 · ESOP

John Henry Foster Company Employee Stock Ownership Plan · $44M · 192 · 84th

  • PART $44M
  • PART 192
  • PART 84th
  • PART ESOP
  • PART near Kearny Bank Employee Stock Ownership Plan
  • PART ind #5365

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 →

John Henry Foster Company Employee Stock Ownership Plan in the asset neighbourhood

Kearny Bank Employee Stock Ownership PlanKearny Bank Employee Stock O…$44MJohn Henry Foster Company Employee Stock Ownership PlanJohn Henry Foster Company Em…$44MKenny Seng Construction Employee Stock Ownership PlanKenny Seng Construction Empl…$44MKe&g Construction, Inc. Employee Stock Ownership PlanKe&g Construction, Inc. Empl…$44MRiverside Construction Company, Inc Employee Stock Ownership PlanRiverside Construction Compa…$44M
End-of-year total assets ($M) among John Henry Foster Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All John Henry Foster Company plans reported in each filing year

Latest sponsor-wide plan assets
$67M 21.691779955833585% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.4M $67.4M ▲ +21.7%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants John Henry Foster Company Employee Stock Ownership Plan, Total assets ($B): 0.044192122 · Participants: 192John Henry Foster Company Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy 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 Plan
John Henry Foster Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare John Henry Foster Company Employee Stock Ownership Plan side-by-side with 3 peers →

John Henry Foster Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Kearny Bank Employee Stock Ownership Plan in NJ ($44M); by covered participants it is Jensen Builders Ltd. Employee Stock Ownership Plan in IA (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 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).
Which ESOP plans cover a similar participant headcount to John Henry Foster Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jensen Builders Ltd. Employee Stock Ownership Plan in IA (192 participants, $39M 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 431306476.

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.