Other
2024 plan-year Other DOL Form 5500

John Henry Foster Company Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by John Henry Foster Company · Missouri · Wholesale Trade

What the 2023 filing shows

John Henry Foster Company Employee Stock Ownership Plan holds $39M for 199 participants — about $196,907 per participant, down 11.3% over the 2024 plan year.

$39M
total plan assets (2024 EOY)
199
covered participants
$196,907
avg assets per participant
-11.3%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$39M
Participants
199
State
Industry
Wholesale Trade

What the Filing Says About John Henry Foster Company Employee Stock Ownership Plan

John Henry Foster Company Employee Stock Ownership Plan is a Other retirement plan sponsored by John Henry Foster Company, headquartered in Missouri. As of the 2024 Form 5500 filing, the plan reports $39M in total end-of-year assets and covers 199 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 431306476, and the plan has been effective since 1984-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $44M at the beginning of 2024 to $39M at year-end — a decline of 11.3%. Net assets (after liabilities) closed the year at $39M, with reported net income of $-5,007,701 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$44M
Total Assets (End of Year)$39M
Net Assets (End of Year)$39M
Net Income$-5,007,701
Plan TypeOther
Employer EIN431306476
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Henry Foster Company)

Year Plans Participants Total Assets
2022 2 362 $55M
2023 2 392 $70M
2024 2 401 $67M

Nearby Other Plans in Missouri

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

Frequently Asked Questions

How much money is in the John Henry Foster Company Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, John Henry Foster Company Employee Stock Ownership Plan holds $39M in total assets with 199 participants. It is sponsored by John Henry Foster Company.
What type of plan is John Henry Foster Company Employee Stock Ownership Plan?
John Henry Foster Company Employee Stock Ownership Plan is a Other plan. It has been effective since 1984-04-01. The plan is filed with the U.S. Department of Labor under EIN 431306476.
Who sponsors the John Henry Foster Company Employee Stock Ownership Plan?
John Henry Foster Company Employee Stock Ownership Plan is sponsored by John Henry Foster Company, located in Missouri. The sponsor's EIN is 431306476 and the plan operates in the Wholesale Trade industry.
How did John Henry Foster Company Employee Stock Ownership Plan perform in 2024?
John Henry Foster Company Employee Stock Ownership Plan declined by 11.3% during 2024, moving from $44M to $39M in total assets. Net income was $-5,007,701.
Where can I find official filings for John Henry Foster Company Employee Stock Ownership Plan?
Official Form 5500 filings for John Henry Foster Company Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 431306476 or plan name at efast.dol.gov.
How does John Henry Foster Company Employee Stock Ownership Plan compare to other plans?
You can compare John Henry Foster Company Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 431306476.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.