ESOP · DOL Form 5500 · 2024

John Henry Foster Company ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
199
Participants Below avg headcount
81st
Percentile by assets National rank
$196,907
Avg per participant Above avg balance/head
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Official DOL plan name: John Henry Foster Company Employee Stock Ownership Plan · Sponsored by John Henry Foster Company · Missouri · Wholesale Trade

$39M in assets, 199 participants

John Henry Foster Company's John Henry Foster Company Employee Stock Ownership Plan reported $39M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,938 in Wholesale Trade (6,080 peers)

Coverage in Missouri

John Henry Foster Company Employee Stock Ownership Plan covers 199 participants in Missouri, about 27% of the average Missouri filer (state average ~737 per filing). Assets: $39M.

#4,938
in Wholesale Trade (6,080 peers)
-11.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

John Henry Foster Company Employee Stock Ownership Plan's outsized position by total assets

John Henry Foster Company Employee Stock Ownership Plan vs every filed plan by assets

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

$39,184,421 Top 19% higher than 81% 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

John Henry Foster Company Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Henry Foster Company Employee Stock Ownership Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • John Henry Foster Company Employee Stock Ownership Plan reported net income fell from $11M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • John Henry Foster Company Employee Stock Ownership Plan end-of-year assets fell from $44M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • John Henry Foster Company Employee Stock Ownership Plan reported participants rose from 192 in the plan year 2023 filing to 199 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 431306476 · John Henry Foster Company PY 2024 · ESOP

John Henry Foster Company Employee Stock Ownership Plan · $39M · 199 · 81st

  • 5500 $39M
  • 5500 199
  • 5500 81st
  • 5500 ESOP
  • 5500 near Durham & Bates Agencies, Inc. Employee Stock Ownership Plan
  • 5500 ind #4938

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 →

John Henry Foster Company Employee Stock Ownership Plan in the asset neighbourhood

The Bruckner Truck Sales, Inc. Employee Stock Ownership PlanThe Bruckner Truck Sales, In…$39MSupreme Group, Inc. Employee Stock Ownership PlanSupreme Group, Inc. Employee…$39MJohn Henry Foster Company Employee Stock Ownership PlanJohn Henry Foster Company Em…$39MDurham & Bates Agencies, Inc. Employee Stock Ownership PlanDurham & Bates Agencies, Inc…$39MTechnomics, Inc. Employee Stock Ownership PlanTechnomics, Inc. Employee St…$39M
End-of-year total assets ($M) among John Henry Foster Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

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

Sponsor Plan History (John Henry Foster Company)

Sponsor-wide plan assets over time

All John Henry Foster Company plans reported in each filing year

Latest sponsor-wide plan assets
$67M 21.691779955833585% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.4M $67.4M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 362 $55M
2023 2 392 $70M
2024 2 401 $67M

Nearby ESOP Plans in Missouri

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

John Henry Foster Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants John Henry Foster Company Employee Stock Ownership Plan, Total assets ($B): 0.039184421 · Participants: 199John Henry Foster Company Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy 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 Plan
John Henry Foster Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare John Henry Foster Company Employee Stock Ownership Plan side-by-side with 3 peers →

John Henry Foster Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Durham & Bates Agencies, Inc. Employee Stock Ownership Plan in OR ($39M); by covered participants it is Dekker Employee Stock Ownership Plan in NM (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 John Henry Foster Company Employee Stock Ownership Plan assets move in 2024? ▼
John Henry Foster Company Employee Stock Ownership Plan pulled back noticeably - down 11.3% during 2024, from $44M to $39M. Reported net income was -$5M.
How have John Henry Foster Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Henry Foster Company's sponsor-wide assets grew 21.7%, from $55M to $67M.
Where does John Henry Foster Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
John Henry Foster Company Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to John Henry Foster Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Durham & Bates Agencies, Inc. Employee Stock Ownership Plan in OR ($39M, 40 participants).
Which ESOP plans cover a similar participant headcount to John Henry Foster Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dekker Employee Stock Ownership Plan in NM (199 participants, $2M 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 431306476.

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.