ESOP · DOL Form 5500 · 2023

The McDonald's Group, Inc. ESOP

Data updated 2026-08-25

$145K
Total assets Small plan by assets: 2
Participants Small participant base: 8th
Percentile by assets National rank: $72,344
Avg per participant Below avg balance/head

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Official DOL plan name: The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The McDonald's Group, Inc. · Illinois · Information & Media

$145K in assets, 2 participants

The McDonald's Group, Inc.'s The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust reported $145K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

#138 in Information & Media (2,818 peers)

The McDonald's Group, Inc. multi-year trail

The McDonald's Group, Inc.'s plans moved -12.8% in assets from 2022 to 2024; this filing shows The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust at $145K / 2 participants.

#138
in Information & Media (2,818 peers): -9.3%
assets change YoY

The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$144,688 8th percentile higher than 8% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$28K in the plan year 2022 filing to -$15K in the plan year 2023 filing.
The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $160K in the plan year 2022 filing to $145K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363729709 · The McDonald's Group, Inc. PY 2023 · ESOP

The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust · $145K · 2 · 8th

VS-ST $145K
VS-ST 2
VS-ST 8th
VS-ST ESOP
VS-ST near Hatch & Kirk, Inc. Profit Sharing Plan
VS-ST ind #138

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 Illinois →

End-of-year total assets ($M) among The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The McDonald's Group, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $139K 12.84190337704014% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$160K
2023	1	2	$145K
2024	1	2	$139K

The McDonald's Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$160K
Net Assets (End of Year)	$145K
Net Income	-$15K
Employer EIN	363729709
Plan Effective Date	1990-10-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Illinois

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

The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants

Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
Bdo USA Employee Stock Ownership Plan $915M · 10,168
Bdo USA Employee Stock Ownership Plan $915M · 10,168

Compare The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Hatch & Kirk, Inc. Profit Sharing Plan in WA ($145K); by covered participants it is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($145K here).

Hatch & Kirk, Inc. Profit Sharing Plan (WA) $145K · 3
Suburban K9 Employee Stock Ownership Plan (TX) $146K · 57
Advanced Equity Management, Inc. Employee Stock Ownership Plan (TX) $143K · 22
Service Printers Employee Stock Ownership Plan (MN) $147K · 9

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Watts Enterprises, Inc. Employee Stock Ownership Plan (UT) 2 · 0 off
Pose Group, Inc. Employee Stock Ownership Plan (AL) 2 · 0 off
Ufics Retirement Plan Trust (OR) 2 · 0 off
International Business Advisory Group, Inc. Employee Stock Ownership Plan (CA) 2 · 0 off

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 The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼

The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 9.3% during 2023, from $160K to $145K. Reported net income was -$15K.

How have The McDonald's Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The McDonald's Group, Inc.'s sponsor-wide assets declined 12.8%, from $160K to $139K.

Where does The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which ESOP plans are similar in size to The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Hatch & Kirk, Inc. Profit Sharing Plan in WA ($145K, 3 participants).

Which ESOP plans cover a similar participant headcount to The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by covered participants is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants, $2M 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 363729709.