ESOP · DOL Form 5500 · 2023

Mckay Nursery Company ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
99
Participants Small participant base
77th
Percentile by assets National rank
$262,585
Avg per participant High balance/head
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Official DOL plan name: Mckay Nursery Employee Stock Ownership Plan · Sponsored by Mckay Nursery Company · Wisconsin · Agriculture, Forestry & Fishing

$26M in assets, 99 participants

Mckay Nursery Company's Mckay Nursery Employee Stock Ownership Plan reported $26M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #1,084 in Agriculture, Forestry & Fishing (1,288 peers)

Where Mckay Nursery Employee Stock Ownership Plan sits by assets

Mckay Nursery Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 99 participants (~$262,585/participant), up 17.4% in 2023.

#1,084
in Agriculture, Forestry & Fishing (1,288 peers)
+17.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mckay Nursery Employee Stock Ownership Plan's outsized position by total assets

Mckay Nursery Employee Stock Ownership Plan vs every filed plan by assets

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

$25,995,963 Top 23% higher than 77% 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

Mckay Nursery 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. Mckay Nursery Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mckay Nursery Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mckay Nursery Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Mckay Nursery Employee Stock Ownership Plan reported participants fell from 103 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390461240 · Mckay Nursery Company PY 2023 · ESOP

Mckay Nursery Employee Stock Ownership Plan · $26M · 99 · 77th

  • ASSETS $26M
  • ASSETS 99
  • ASSETS 77th
  • ASSETS ESOP
  • ASSETS near Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan
  • ASSETS ind #1084

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 Wisconsin →

Mckay Nursery Employee Stock Ownership Plan in the asset neighbourhood

Buehler's Fresh Foods Employee Stock Ownership PlanBuehler's Fresh Foods Employ…$26MMckay Nursery Employee Stock Ownership PlanMckay Nursery Employee Stock…$26MSalem Fabrication Technologies Group, Inc. Employee Stock Ownership PlanSalem Fabrication Technologi…$26MKorellis Enterprises, Inc. Employee Stock Ownership PlanKorellis Enterprises, Inc. E…$26MEileen Fisher, Inc. Employee Stock Ownership PlanEileen Fisher, Inc. Employee…$26M
End-of-year total assets ($M) among Mckay Nursery Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN390461240
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mckay Nursery Company)

Sponsor-wide plan assets over time

All Mckay Nursery Company plans reported in each filing year

Latest sponsor-wide plan assets
$28M 18.8974276615637% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.5M $27.9M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 210 $23M
2023 2 204 $28M
2024 2 219 $28M

Nearby ESOP Plans in Wisconsin

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

Mckay Nursery Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Mckay Nursery Employee Stock Ownership Plan, Total assets ($B): 0.025995963 · Participants: 99Mckay Nursery Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Mckay Nursery Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Mckay Nursery Employee Stock Ownership Plan side-by-side with 3 peers →

Mckay Nursery Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC ($26M); by covered participants it is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 participants). Same-state nearby plans are listed separately above.

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 Mckay Nursery Employee Stock Ownership Plan assets move in 2023? ▼
Mckay Nursery Employee Stock Ownership Plan grew sharply - up 17.4% during 2023, from $22M to $26M. Reported net income was $4M.
How have Mckay Nursery Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mckay Nursery Company's sponsor-wide assets grew 18.9%, from $23M to $28M.
Where does Mckay Nursery Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mckay Nursery Employee Stock Ownership Plan ranks in the 77th 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 Mckay Nursery Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC ($26M, 62 participants).
Which ESOP plans cover a similar participant headcount to Mckay Nursery Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 participants, $30M 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 390461240.

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.