ESOP · DOL Form 5500 · 2024

Genuine Mccarthy Enterprises, Inc. ESOP

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
2,983
Participants Above avg headcount
99th
Percentile by assets National rank
$618,670
Avg per participant High balance/head
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Official DOL plan name: Mccarthy Employee Stock Ownership Plan · Sponsored by Genuine Mccarthy Enterprises, Inc. · Missouri · Construction

$1.8B in assets, 2,983 participants

Genuine Mccarthy Enterprises, Inc.'s Mccarthy Employee Stock Ownership Plan reported $1.8B in total assets and 2,983 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,977 in Construction (9,039 peers)

Coverage in Missouri

Mccarthy Employee Stock Ownership Plan covers 2,983 participants in Missouri, 4.0x the typical Missouri plan (state average ~737 per filing). Assets: $1.8B.

#8,977
in Construction (9,039 peers)
+23.9%
assets growth YoY
19×
vs typical plan assets (national mean)

Mccarthy Employee Stock Ownership Plan's outsized position by total assets

Mccarthy Employee Stock Ownership Plan vs every filed plan by assets

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

$1,845,491,185 Top 1% higher than 99% 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

Mccarthy Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mccarthy Employee Stock Ownership Plan lands in the large band (2,983 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mccarthy Employee Stock Ownership Plan reported net income rose from $294M in the plan year 2023 filing to $365M in the plan year 2024 filing.
  • Mccarthy Employee Stock Ownership Plan end-of-year assets rose from $1.5B in the plan year 2023 filing to $1.8B in the plan year 2024 filing.
  • Mccarthy Employee Stock Ownership Plan reported participants fell from 3,651 in the plan year 2023 filing to 2,983 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 851145093 · Genuine Mccarthy Enterprises, Inc. PY 2024 · ESOP

Mccarthy Employee Stock Ownership Plan · $1.8B · 2,983 · 99th

  • ASSETS $1.8B
  • PCT 2,983
  • EIN 99th
  • RANK ESOP
  • PHOTO near Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement
  • IND ind #8977

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 Missouri →

Mccarthy Employee Stock Ownership Plan in the asset neighbourhood

The Garland Industries, Inc. Employee Stock Ownership Plan & TrustThe Garland Industries, Inc.…$2.0BMccarthy Employee Stock Ownership PlanMccarthy Employee Stock Owne…$1.8BBradford White Corporation Employee Stock Ownership Plan and Trust AgreementBradford White Corporation E…$1.8BAcco Employee Stock Ownership PlanAcco Employee Stock Ownershi…$1.7BMcnaughton-Mckay Electric Company Employee Stock Ownership PlanMcnaughton-Mckay Electric Co…$1.6B
End-of-year total assets ($B) among Mccarthy Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$1.5B
Net Assets (End of Year)$1.8B
Net Income$365M
Employer EIN851145093
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Genuine Mccarthy Enterprises, Inc.)

Sponsor-wide plan assets over time

All Genuine Mccarthy Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 53.07763803388427% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $1.66B $2.55B ▲ +53.6%
Year Plans Participants Total Assets
2022 2 7,549 $1.7B
2023 2 8,406 $2.1B
2024 2 8,339 $2.5B

Nearby ESOP Plans in Missouri

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

Mccarthy Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. 050001000015000 0246 Total assets ($B) Participants Mccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership PlanSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.311342689 · Participants: 1535Src Employee Stock Ownership Plan and Trust
Mccarthy Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Mccarthy Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement in PA ($1.8B); by covered participants it is Annett Holdings, Inc. Employee Stock Ownership Plan & Trust in IA (2,972 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,983 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 Mccarthy Employee Stock Ownership Plan assets move in 2024? ▼
Mccarthy Employee Stock Ownership Plan grew sharply - up 23.9% during 2024, from $1.5B to $1.8B. Reported net income was $365M.
How have Genuine Mccarthy Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Genuine Mccarthy Enterprises, Inc.'s sponsor-wide assets grew 53.1%, from $1.7B to $2.5B.
Where does Mccarthy Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mccarthy Employee Stock Ownership Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Mccarthy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement in PA ($1.8B, 544 participants).
Which ESOP plans cover a similar participant headcount to Mccarthy Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Annett Holdings, Inc. Employee Stock Ownership Plan & Trust in IA (2,972 participants, $419M 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 851145093.

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.