ESOP · DOL Form 5500 · 2022

Fj Management Inc. ESOP

Data updated 2026-08-25

$100M
Total assets Near avg plan size
33
Participants Small participant base
93rd
Percentile by assets National rank
$3.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fj Management Inc. Employee Stock Ownership Plan · Sponsored by Fj Management Inc. · Utah · Wholesale Trade

$100M in assets, 33 participants

Fj Management Inc.'s Fj Management Inc. Employee Stock Ownership Plan reported $100M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #6,442 in Wholesale Trade (6,843 peers)

Where Fj Management Inc. Employee Stock Ownership Plan sits by assets

Fj Management Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $100M for 33 participants (~$3.0M/participant), up 16.6% in 2022.

#6,442
in Wholesale Trade (6,843 peers)
+16.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Fj Management Inc. Employee Stock Ownership Plan's outsized position by total assets

Fj Management Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$100,217,205 Top 7% higher than 93% of 139,123 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 2022

Fj Management Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fj Management Inc. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 941663458 · Fj Management Inc. PY 2022 · ESOP

Fj Management Inc. Employee Stock Ownership Plan · $100M · 33 · 93rd

  • NET $100M
  • NET 33
  • NET 93rd
  • NET ESOP
  • NET near Braun Intertec ESOP Retirement Plan
  • NET ind #6442

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 Utah →

Fj Management Inc. Employee Stock Ownership Plan in the asset neighbourhood

Superior Electric Great Lakes Company Employee Stock Ownership PlanSuperior Electric Great Lake…$101MFj Management Inc. Employee Stock Ownership PlanFj Management Inc. Employee …$100MBraun Intertec ESOP Retirement PlanBraun Intertec ESOP Retireme…$100MDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associa…$100MTouchpoint, Inc. Employee Stock Ownership PlanTouchpoint, Inc. Employee St…$99M
End-of-year total assets ($M) among Fj Management Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$100M
Net Income$14M
Employer EIN941663458
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fj Management Inc.)

Sponsor-wide plan assets over time

All Fj Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$372M 61.11563567124626% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $231M $372M ▲ +61.1%
Year Plans Participants Total Assets
2022 2 4,044 $231M
2023 2 4,662 $269M
2024 2 7,263 $372M

Nearby ESOP Plans in Utah

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

Fj Management Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. 0200400600800 20406080100120 Total assets ($M) Participants Fj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 100.217205 · Participants: 33Fj Management Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.600451 · Participants: 492Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.504943 · Participants: 473Rocky Mountain Atv, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 60.628689 · Participants: 650Whitaker Construction Co., Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 32.233096 · Participants: 108Central Milling Employee Stock Ownership Plan and TrustBunnell, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.155313 · Participants: 45Bunnell, Inc. Employee Stock Ownership Plan
Fj Management Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants

Fj Management Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Braun Intertec ESOP Retirement Plan in MN ($100M); by covered participants it is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fj Management Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Fj Management Inc. Employee Stock Ownership Plan grew sharply - up 16.6% during 2022, from $86M to $100M. Reported net income was $14M.
How have Fj Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fj Management Inc.'s sponsor-wide assets grew 61.1%, from $231M to $372M.
Where does Fj Management Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fj Management Inc. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Fj Management Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Braun Intertec ESOP Retirement Plan in MN ($100M, 869 participants).
Which ESOP plans cover a similar participant headcount to Fj Management Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants, $2M in assets).