ESOP · DOL Form 5500 · 2022

Jerry's Building Materials, Inc ESOP

Data updated 2026-08-25

$64M
Total assets Below avg plan size
300
Participants Below avg headcount
90th
Percentile by assets National rank
$211,948
Avg per participant Above avg balance/head
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Official DOL plan name: Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Jerry's Building Materials, Inc · Oregon · Retail Trade

$64M in assets, 300 participants

Jerry's Building Materials, Inc's Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust reported $64M in total assets and 300 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #9,001 in Retail Trade (9,519 peers)

Where Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust sits by assets

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $64M for 300 participants (~$211,948/participant), down 2.3% in 2022.

#9,001
in Retail Trade (9,519 peers)
-2.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$63,584,544 Top 10% higher than 90% 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

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (300 participants).

EBSA filing schedule strip

Filing strip 930612307 · Jerry's Building Materials, Inc PY 2022 · ESOP

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust · $64M · 300 · 90th

  • TYPE $64M
  • TYPE 300
  • TYPE 90th
  • TYPE ESOP
  • TYPE near Alliance Material Handling Employee Stock Ownership Plan
  • TYPE ind #9001

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 Oregon →

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Consolidated Bus Transit, Inc. ESOPConsolidated Bus Transit, In…$64MJerry's Building Materials, Inc. Employee Stock Ownership Plan and TrustJerry's Building Materials, …$64MAlliance Material Handling Employee Stock Ownership PlanAlliance Material Handling E…$63MC. E. Niehoff & Co. Employee Stock Ownership PlanC. E. Niehoff & Co. Employee…$63MMetron, Inc. Employee Stock Ownership Plan and TrustMetron, Inc. Employee Stock …$63M
End-of-year total assets ($M) among Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$55M
Net Income-$1M
Employer EIN930612307
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jerry's Building Materials, Inc)

Sponsor-wide plan assets over time

All Jerry's Building Materials, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$87M 11.462745162748524% vs 2022
2024 filing year
$75M$80M$85M$90M 202220232024 $78.2M $87.2M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 614 $78M
2023 2 579 $82M
2024 2 618 $87M

Nearby ESOP Plans in Oregon

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

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 50100150200250300 Total assets ($M) Participants Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 63.584544 · Participants: 300Jerry's Building Materials, Inc. Employee Stock Ownership Plan and TrustBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 259.302569 · Participants: 1947Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.711122 · Participants: 561Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 126.652835 · Participants: 57Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.836432 · Participants: 68Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 84.932648 · Participants: 204Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Alliance Material Handling Employee Stock Ownership Plan in MD ($63M); by covered participants it is Employee Owned Holdings, Inc. Employee Stock Ownership Plan in TX (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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.

Frequently Asked Questions

How did Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust edged down modestly - down 2.3% during 2022, from $65M to $64M. Reported net income was -$1M.
How have Jerry's Building Materials, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerry's Building Materials, Inc's sponsor-wide assets grew 11.5%, from $78M to $87M.
Where does Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust ranks in the 90th 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 Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Alliance Material Handling Employee Stock Ownership Plan in MD ($63M, 242 participants).
Which ESOP plans cover a similar participant headcount to Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Owned Holdings, Inc. Employee Stock Ownership Plan in TX (300 participants, $128M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930612307.

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.