ESOP · DOL Form 5500 · 2023
McDonald's Steel Corporation ESOP
Data updated 2026-08-25
- $607K
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $11,664
- Avg per participant Low balance/head
Official DOL plan name: McDonald's Steel Corporation Employee Stock Ownership Plan · Sponsored by McDonald's Steel Corporation · Ohio · Manufacturing
$607K in assets, 52 participants
McDonald's Steel Corporation's McDonald's Steel Corporation Employee Stock Ownership Plan reported $607K in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #1,507 in Manufacturing (18,722 peers)
McDonald's Steel Corporation multi-year trail
McDonald's Steel Corporation's plans moved -37.7% in assets from 2022 to 2024; this filing shows McDonald's Steel Corporation Employee Stock Ownership Plan at $607K / 52 participants.
- #1,507
- in Manufacturing (18,722 peers)
- -10.4%
- assets change YoY
The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
McDonald's Steel Corporation Employee Stock Ownership Plan among the smaller filed plans by assets
McDonald's Steel Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$606,551 20th percentile higher than 20% 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
McDonald's Steel Corporation 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. McDonald's Steel Corporation Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- McDonald's Steel Corporation Employee Stock Ownership Plan reported net income rose from -$496K in the plan year 2022 filing to -$70K in the plan year 2023 filing.
- McDonald's Steel Corporation Employee Stock Ownership Plan end-of-year assets fell from $677K in the plan year 2022 filing to $607K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 341321932 · McDonald's Steel Corporation PY 2023 · ESOP
McDonald's Steel Corporation Employee Stock Ownership Plan · $607K · 52 · 20th
- EBSA $607K
- PART 52
- TYPE 20th
- NET ESOP
- BOOK near Alcalde & Fay, Ltd. Employee Stock Ownership Plan
- VS-ST ind #1507
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 Ohio →
McDonald's Steel Corporation Employee Stock Ownership Plan in the asset neighbourhood
McDonald's Steel Corporation multi-year asset trail
Sponsor-wide plan assets over time
All McDonald's Steel Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 37.667071476713424% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 123 | $14M |
| 2023 | 2 | 137 | $14M |
| 2024 | 2 | 76 | $9M |
McDonald's Steel Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $677K |
|---|---|
| Net Assets (End of Year) | $607K |
| Net Income | -$70K |
| Employer EIN | 341321932 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
McDonald's Steel Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Alcalde & Fay, Ltd. Employee Stock Ownership Plan in VA ($607K); by covered participants it is Jd2 Incorporated Employee Stock Ownership Plan in CA (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($607K here).
Similar participant headcount
Nearest other-state filings by covered participants (52 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.