ESOP · DOL Form 5500 · 2023

Mcgowan Working Partners Holdings, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
98
Participants Small participant base
62nd
Percentile by assets National rank
$117,798
Avg per participant Below avg balance/head
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Official DOL plan name: Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Mcgowan Working Partners Holdings, Inc. · Mississippi · Mining & Oil Extraction

$12M in assets, 98 participants

Mcgowan Working Partners Holdings, Inc.'s Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan reported $12M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #330 in Mining & Oil Extraction (811 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan ranks #330 of 811 2023 filers by assets (1065% of the sector average)-$12M for 98 participants.

#330
in Mining & Oil Extraction (811 peers)
+1.9%
assets growth YoY

The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,544,180 Top 38% higher than 62% 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

Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$649K in the plan year 2022 filing to -$88K in the plan year 2023 filing.
  • Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 101 in the plan year 2022 filing to 98 in the plan year 2023 filing.
  • Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 640919037 · Mcgowan Working Partners Holdings, Inc. PY 2023 · ESOP

Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan · $12M · 98 · 62nd

  • NET $12M
  • NET 98
  • NET 62nd
  • NET ESOP
  • NET near Lancaster Burns Construction, Inc. Employee Stock Ownership Plan
  • NET ind #330

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 Mississippi →

Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership PlanMcgowan Working Partners Hol…$12MLancaster Burns Construction, Inc. Employee Stock Ownership PlanLancaster Burns Construction…$12MFrank & Grossman Employee Stock Ownership PlanFrank & Grossman Employee St…$12MJth Industrial, Inc. Employee Stock Ownership PlanJth Industrial, Inc. Employe…$12MCrescent Systems, Inc. Employee Stock Ownership Plan and TrustCrescent Systems, Inc. Emplo…$12M
End-of-year total assets ($M) among Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$88K
Employer EIN640919037
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgowan Working Partners Holdings, Inc.)

Sponsor-wide plan assets over time

All Mcgowan Working Partners Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 1.8744105072320525% vs 2022
2023 filing year
$11.3M$11.4M$11.5M$11.6M 20222023 $11.3M $11.5M ▲ +1.9%
Year Plans Participants Total Assets
2022 1 101 $11M
2023 1 98 $12M

Nearby ESOP Plans in Mississippi

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

Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200 Total assets ($M) Participants Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.54418 · Participants: 98Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership PlanLt Corporation & Affiliates Employee Stock Ownership Plan, Total assets ($M): 159.396413 · Participants: 399Lt Corporation & Affiliates Employee Stock Ownership PlanTelapex, Inc. Employee Stock Ownership Plan, Total assets ($M): 159.125246 · Participants: 1610Telapex, Inc. Employee Stock Ownership PlanMdr Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.605073 · Participants: 349Mdr Construction, Inc. Employee Stock Ownership PlanCommunity Bancshares of Mississippi, Inc. Employee Stock Ownership Plan, Total assets ($M): 80.926488 · Participants: 887Community Bancshares of Mississippi, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 77.794773 · Participants: 325F.L. Crane & Sons, Inc. Employee Stock Ownership Plan
Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
Compare Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Mississippi, the nearest ESOP by assets is Lancaster Burns Construction, Inc. Employee Stock Ownership Plan in CA ($12M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan edged up modestly - up 1.9% during 2023, from $11M to $12M. Reported net income was -$88K.
How have Mcgowan Working Partners Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mcgowan Working Partners Holdings, Inc.'s sponsor-wide assets grew 1.9%, from $11M to $12M.
Which ESOP plans are similar in size to Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lancaster Burns Construction, Inc. Employee Stock Ownership Plan in CA ($12M, 177 participants).
Which ESOP plans cover a similar participant headcount to Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants, $25M 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 640919037.

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.