ESOP · DOL Form 5500 · 2022

Jax, Inc. ESOP

Data updated 2026-08-25

$250K
Total assets Small plan by assets
220
Participants Below avg headcount
12th
Percentile by assets National rank
$1,135
Avg per participant Low balance/head
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Official DOL plan name: Jax Mercantile Co. Employee Stock Ownership Plan · Sponsored by Jax, Inc. · Colorado · Retail Trade

$250K in assets, 220 participants

Jax, Inc.'s Jax Mercantile Co. Employee Stock Ownership Plan reported $250K in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,772 in Retail Trade (9,519 peers)

Jax, Inc. multi-year trail

Jax, Inc.'s plans moved +12.1% in assets from 2022 to 2024; this filing shows Jax Mercantile Co. Employee Stock Ownership Plan at $250K / 220 participants.

#1,772
in Retail Trade (9,519 peers)
-$1M
reported net income

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.

Jax Mercantile Co. Employee Stock Ownership Plan among the smaller filed plans by assets

Jax Mercantile Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$249,709 12th percentile higher than 12% 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

Jax Mercantile Co. Employee Stock Ownership Plan 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. Jax Mercantile Co. Employee Stock Ownership Plan sits mid-pack in the medium band (220 participants).

DOL schedule card

Filing strip 841087636 · Jax, Inc. PY 2022 · ESOP

Jax Mercantile Co. Employee Stock Ownership Plan · $250K · 220 · 12th

  • ASSETS $250K
  • ASSETS 220
  • ASSETS 12th
  • ASSETS ESOP
  • ASSETS near Centrexit Employee Stock Ownership Plan
  • ASSETS ind #1772

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 Colorado →

Jax Mercantile Co. Employee Stock Ownership Plan in the asset neighbourhood

Jax Mercantile Co. Employee Stock Ownership PlanJax Mercantile Co. Employee …$250KCentrexit Employee Stock Ownership PlanCentrexit Employee Stock Own…$250K9wood, Inc. Employee Stock Ownership Plan9wood, Inc. Employee Stock O…$250KAloha Gourmet Products, Inc. Employee Stock Ownership PlanAloha Gourmet Products, Inc.…$250KTompkins Service Company Employee Stock Ownership and Profit Sharing PlanTompkins Service Company Emp…$249K
End-of-year total assets ($M) among Jax Mercantile Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Jax, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jax, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.135111238337586% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M 202220232024 $3.66M $4.11M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 511 $4M
2023 2 835 $4M
2024 2 623 $4M

Jax, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$1M
Net Income-$1M
Employer EIN841087636
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Jax Mercantile Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 -1000100200300400 Total assets ($M) Participants Jax Mercantile Co. Employee Stock Ownership Plan, Total assets ($M): 0.249709 · Participants: 220Jax Mercantile Co. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Jax Mercantile Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Jax Mercantile Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Jax Mercantile Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Centrexit Employee Stock Ownership Plan in CA ($250K); by covered participants it is David Clark Employee Stock Ownership Plan in MA (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 have Jax, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jax, Inc.'s sponsor-wide assets grew 12.1%, from $4M to $4M.
Where does Jax Mercantile Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jax Mercantile Co. Employee Stock Ownership Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Jax Mercantile Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Centrexit Employee Stock Ownership Plan in CA ($250K, 55 participants).
Which ESOP plans cover a similar participant headcount to Jax Mercantile Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is David Clark Employee Stock Ownership Plan in MA (220 participants, $192M 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 841087636.

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.