ESOP · DOL Form 5500 · 2024

John Henry Foster Company ESOP

Data updated 2026-07-24

$39M
Total assets: 199
Participants: 81st
Percentile by assets: $196,907
Avg per participant

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.

81st percentile by assets (of 116,472 plans)

Coverage in Missouri

John Henry Foster Company Employee Stock Ownership Plan covers 199 participants in Missouri, about 26% of the average Missouri filer (state average ~756 per filing). Assets: $39M.

$39M
total plan assets (2024 EOY): 199
covered participants: 81st
percentile by assets (of 116,472 plans): $196,907
avg assets per participant

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 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 →

State

Missouri

Industry

Wholesale Trade

Participants vs Missouri filers

In Missouri, the average filing covers about 756 participants across 2,155 plans. John Henry Foster Company Employee Stock Ownership Plan reports 199 participants - about 26% of that state average ($39M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)	$44M
Net Assets (End of Year)	$39M
Net Income	-$5M
Employer EIN	431306476
Plan Effective Date	1984-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (John Henry Foster Company)

Total plan assets by year, all John Henry Foster Company plans on file

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

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
Emery Sapp Employee Stock Ownership Plan $400M · 2,184

Compare John Henry Foster Company Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to John Henry Foster Company Employee Stock Ownership Plan by total assets, not by location.

Durham & Bates Agencies, Inc. Employee Stock Ownership Plan (OR) $39M · 40
Technomics, Inc. Employee Stock Ownership Plan (VA) $39M · 228
Supreme Group, Inc. Employee Stock Ownership Plan (CT) $39M · 127
Red Dot Corporation Employee Stock Ownership Plan and Trust (WA) $39M · 277

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 116,472 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).

Next read for John Henry Foster Company Employee Stock…

Filing takeaways

Ways to act on John Henry Foster Company Employee Stock Ownership Plan's numbers.

By total assets, John Henry Foster Company Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
John Henry Foster Company's sponsor-wide assets have grown 21.7% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.