ESOP · DOL Form 5500 · 2024

Bernard J. Mulcahy Company, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
60
Participants Small participant base
73rd
Percentile by assets National rank
$388,362
Avg per participant High balance/head
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Official DOL plan name: Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Bernard J. Mulcahy Company, Inc. · Minnesota · Wholesale Trade

$23M in assets, 60 participants

Bernard J. Mulcahy Company, Inc.'s Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust reported $23M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,266 in Wholesale Trade (6,080 peers)

Bernard J. Mulcahy Company, Inc. multi-year trail

Bernard J. Mulcahy Company, Inc.'s plans moved +139.0% in assets from 2022 to 2024; this filing shows Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust at $23M / 60 participants.

#4,266
in Wholesale Trade (6,080 peers)
+18.6%
assets growth YoY

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$23,301,736 Top 27% higher than 73% of 123,620 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 2024

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $10M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 56 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 410877565 · Bernard J. Mulcahy Company, Inc. PY 2024 · ESOP

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust · $23M · 60 · 73rd

  • PART $23M
  • TYPE 60
  • NET 73rd
  • BOOK ESOP
  • VS-ST near Key Technologies Holdings, Inc. Employee Stock Ownership Plan
  • BOY ind #4266

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 Minnesota →

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

X-Cel Tooling, Inc. Employee Stock Ownership PlanX-Cel Tooling, Inc. Employee…$23MMulcahy Company, Inc. Employee Stock Ownership Plan and TrustMulcahy Company, Inc. Employ…$23MKey Technologies Holdings, Inc. Employee Stock Ownership PlanKey Technologies Holdings, I…$23MNic Partners, Inc. Employee Stock Ownership PlanNic Partners, Inc. Employee …$23MMeyer Najem Inc. Employee Stock Ownership PlanMeyer Najem Inc. Employee St…$23M
End-of-year total assets ($M) among Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bernard J. Mulcahy Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bernard J. Mulcahy Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 138.9921641025641% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.75M $23.3M ▲ +139.0%
Year Plans Participants Total Assets
2022 1 57 $10M
2023 1 56 $20M
2024 1 60 $23M

Bernard J. Mulcahy Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN410877565
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.301736 · Participants: 60Mulcahy Company, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Key Technologies Holdings, Inc. Employee Stock Ownership Plan in MD ($23M); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 18.6% during 2024, from $20M to $23M. Reported net income was $4M.
How have Bernard J. Mulcahy Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard J. Mulcahy Company, Inc.'s sponsor-wide assets grew 139.0%, from $10M to $23M.
Which ESOP plans are similar in size to Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Key Technologies Holdings, Inc. Employee Stock Ownership Plan in MD ($23M, 75 participants).
Which ESOP plans cover a similar participant headcount to Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410877565.

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.