ESOP · DOL Form 5500 · 2022
Jerry's Building Materials, Inc ESOP
Data updated 2026-08-11
- $64M
- Total assets
- 300
- Participants
- 90th
- Percentile by assets
- $211,948
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $64M
- total plan assets (2022 EOY)
- 300
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $211,948
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$1M |
| Employer EIN | 930612307 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jerry's Building Materials, Inc)
| 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
- Bi-Mart Corporation Employee Stock Ownership Plan $259M · 1,947
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $222M · 561
- Pacific Industrial Corp. Employee Stock Ownership Plan $127M · 57
- Key Knife, Inc. Employee Stock Ownership Plan $112M · 68
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $85M · 204
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
- Jerry's Building Materials, Inc's sponsor-wide assets have grown 11.5% since 2022 across 3 plan years on file. More Retail Trade plans