ESOP · DOL Form 5500 · 2022
J Carlson Services, Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 38
- Participants Small participant base
Official DOL plan name: J Carlson Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by J Carlson Services, Inc. · Minnesota · Construction
N/A in assets, 38 participants
J Carlson Services, Inc.'s J Carlson Services, Inc. Employee Stock Ownership Plan and Trust reported N/A in total assets and 38 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2022 filing shows
J Carlson Services, Inc. Employee Stock Ownership Plan and Trust holds N/A for 38 participants.
- -$304K
- reported net income
The plan reported a net loss of $304K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J Carlson Services, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J Carlson Services, Inc. Employee Stock Ownership Plan and Trust is a small filing (38 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 411957583 · J Carlson Services, Inc. PY 2022 · ESOP
J Carlson Services, Inc. Employee Stock Ownership Plan and Trust · N/A · 38
- ASSETS N/A
- ASSETS 38
- ASSETS PY 2022
- ASSETS ESOP
- ASSETS near Hydro-Chem Systems, Inc. Employee Stock Ownership Plan
- ASSETS -$304K
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 Minnesota →
Filing particulars (2022)
| Total Assets (Beginning of Year) | $674K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$304K |
| Employer EIN | 411957583 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
J Carlson Services, Inc. Employee Stock Ownership Plan and Trust's closest out-of-state ESOP peers by headcount
Outside Minnesota, the nearest ESOP by covered participants is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (38 participants; this filing: 38 participants).
Similar participant headcount
Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.