ESOP · DOL Form 5500 · 2022

Devon's Jewelers ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
89
Participants Small participant base
77th
Percentile by assets National rank
$221,544
Avg per participant Above avg balance/head
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Official DOL plan name: Devons Jewelers Employee Stock Ownership Plan · Sponsored by Devon's Jewelers · California · Retail Trade

$20M in assets, 89 participants

Devon's Jewelers's Devons Jewelers Employee Stock Ownership Plan reported $20M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #8,212 in Retail Trade (9,519 peers)

Where Devons Jewelers Employee Stock Ownership Plan sits by assets

Devons Jewelers Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $20M for 89 participants (~$221,544/participant), up 24.7% in 2022.

#8,212
in Retail Trade (9,519 peers)
+24.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Devons Jewelers Employee Stock Ownership Plan's outsized position by total assets

Devons Jewelers Employee Stock Ownership Plan vs every filed plan by assets

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

$19,717,459 Top 23% higher than 77% 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

Devons Jewelers 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. Devons Jewelers Employee Stock Ownership Plan is a small filing (89 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 941050138 · Devon's Jewelers PY 2022 · ESOP

Devons Jewelers Employee Stock Ownership Plan · $20M · 89 · 77th

  • 5500 $20M
  • 5500 89
  • 5500 77th
  • 5500 ESOP
  • 5500 near Ziebart International Corporation Employee Stock Ownership Plan
  • 5500 ind #8212

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 California →

Devons Jewelers Employee Stock Ownership Plan in the asset neighbourhood

Key Technologies Holdings, Inc. Employee Stock Ownership PlanKey Technologies Holdings, I…$20MEnroute Computer Solutions ESOPEnroute Computer Solutions E…$20MDevons Jewelers Employee Stock Ownership PlanDevons Jewelers Employee Sto…$20MZiebart International Corporation Employee Stock Ownership PlanZiebart International Corpor…$20MLife's Abundance Inc Employee Stock Ownership PlanLife's Abundance Inc Employe…$20M
End-of-year total assets ($M) among Devons Jewelers 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)$16M
Net Assets (End of Year)$18M
Net Income$5M
Employer EIN941050138
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Devon's Jewelers)

Sponsor-wide plan assets over time

All Devon's Jewelers plans reported in each filing year

Latest sponsor-wide plan assets
$23M 16.85598534780775% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $19.7M $23M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 89 $20M
2023 1 92 $22M
2024 1 84 $23M

Nearby ESOP Plans in California

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

Devons Jewelers Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Devons Jewelers Employee Stock Ownership Plan, Total assets ($B): 0.019717459 · Participants: 89Devons Jewelers Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Devons Jewelers Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Devons Jewelers Employee Stock Ownership Plan side-by-side with 3 peers →

Devons Jewelers Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ziebart International Corporation Employee Stock Ownership Plan in MI ($20M); by covered participants it is Twin Mro Employee Stock Ownership Plan in CT (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Devons Jewelers Employee Stock Ownership Plan assets move in 2022? ▼
Devons Jewelers Employee Stock Ownership Plan grew sharply - up 24.7% during 2022, from $16M to $20M. Reported net income was $5M.
How have Devon's Jewelers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Devon's Jewelers's sponsor-wide assets grew 16.9%, from $20M to $23M.
Where does Devons Jewelers Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Devons Jewelers Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Devons Jewelers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ziebart International Corporation Employee Stock Ownership Plan in MI ($20M, 118 participants).
Which ESOP plans cover a similar participant headcount to Devons Jewelers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Twin Mro Employee Stock Ownership Plan in CT (89 participants, $50M 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 941050138.

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.