ESOP · DOL Form 5500 · 2024

Mckay Nursery Company ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
103
Participants Small participant base
75th
Percentile by assets National rank
$248,381
Avg per participant Above avg 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, 103 participants

Mckay Nursery Company's Mckay Nursery Employee Stock Ownership Plan reported $26M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #1,001 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Wisconsin

Mckay Nursery Employee Stock Ownership Plan covers 103 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $26M.

#1,001
in Agriculture, Forestry & Fishing (1,217 peers)
-1.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $413K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$25,583,213 Top 25% higher than 75% 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

Mckay Nursery 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. Mckay Nursery Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mckay Nursery Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to -$413K in the plan year 2024 filing.
  • Mckay Nursery Employee Stock Ownership Plan reported participants rose from 99 in the plan year 2023 filing to 103 in the plan year 2024 filing.
  • Mckay Nursery Employee Stock Ownership Plan end-of-year assets fell from $26M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390461240 · Mckay Nursery Company PY 2024 · ESOP

Mckay Nursery Employee Stock Ownership Plan · $26M · 103 · 75th

  • EBSA $26M
  • PART 103
  • TYPE 75th
  • NET ESOP
  • BOOK near Rycon Holdings Inc Employee Stock Ownership Plan and Trust
  • VS-ST ind #1001

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

Rycon Holdings Inc Employee Stock Ownership Plan and TrustRycon Holdings Inc Employee …$26MHc Employee Stock Ownership PlanHc Employee Stock Ownership …$26MMckay Nursery Employee Stock Ownership PlanMckay Nursery Employee Stock…$26MLvc Employee Stock Ownership PlanLvc Employee Stock Ownership…$26MRayser Holdings, Inc. Employee Stock Ownership PlanRayser Holdings, Inc. Employ…$26M
End-of-year total assets ($M) among Mckay Nursery Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$26M
Net Income-$413K
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): 0.025583213 · Participants: 103Mckay Nursery Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems 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 Rycon Holdings Inc Employee Stock Ownership Plan and Trust in PA ($26M); by covered participants it is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Mckay Nursery Employee Stock Ownership Plan assets move in 2024? ▼
Mckay Nursery Employee Stock Ownership Plan edged down modestly - down 1.6% during 2024, from $26M to $26M. Reported net income was -$413K.
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 75th 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 Mckay Nursery Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rycon Holdings Inc Employee Stock Ownership Plan and Trust in PA ($26M, 454 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 Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants, $91M 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 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.