ESOP · DOL Form 5500 · 2022

J.S. Braddock Agency ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
37
Participants Small participant base
54th
Percentile by assets National rank
$156,433
Avg per participant Above avg balance/head
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Official DOL plan name: J.S. Braddock Agency Employee Stock Ownership Plan · Sponsored by J.S. Braddock Agency · New Jersey · Finance & Insurance

$6M in assets, 37 participants

J.S. Braddock Agency's J.S. Braddock Agency Employee Stock Ownership Plan reported $6M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,483 in Finance & Insurance (9,261 peers)

J.S. Braddock Agency multi-year trail

J.S. Braddock Agency's plans moved +28.5% in assets from 2022 to 2024; this filing shows J.S. Braddock Agency Employee Stock Ownership Plan at $6M / 37 participants.

#3,483
in Finance & Insurance (9,261 peers)
+10.2%
assets growth YoY

J.S. Braddock Agency Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

J.S. Braddock Agency Employee Stock Ownership Plan vs every filed plan by assets

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

$5,788,018 Top 46% higher than 54% 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

J.S. Braddock Agency 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. J.S. Braddock Agency Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 221897065 · J.S. Braddock Agency PY 2022 · ESOP

J.S. Braddock Agency Employee Stock Ownership Plan · $6M · 37 · 54th

  • SCH $6M
  • EBSA 37
  • PART 54th
  • TYPE ESOP
  • NET near Absher Construction Co. Employee Stock Ownership Plan
  • BOOK ind #3483

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 New Jersey →

J.S. Braddock Agency Employee Stock Ownership Plan in the asset neighbourhood

J.S. Braddock Agency Employee Stock Ownership PlanJ.S. Braddock Agency Employe…$6MAbsher Construction Co. Employee Stock Ownership PlanAbsher Construction Co. Empl…$6MProlift, Inc. Employee Stock Ownership PlanProlift, Inc. Employee Stock…$6MGs Engineering, Inc. Employee Stock Ownership PlanGs Engineering, Inc. Employe…$6MU. S. Engineering Company Holdings Employee Stock Ownership Plan & TrustU. S. Engineering Company Ho…$6M
End-of-year total assets ($M) among J.S. Braddock Agency Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

J.S. Braddock Agency multi-year asset trail

Sponsor-wide plan assets over time

All J.S. Braddock Agency plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.52311447545602% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $5.79M $7.44M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 37 $6M
2023 1 37 $7M
2024 1 34 $7M

J.S. Braddock Agency filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$535K
Employer EIN221897065
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

J.S. Braddock Agency Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants J.S. Braddock Agency Employee Stock Ownership Plan, Total assets ($M): 5.788018 · Participants: 37J.S. Braddock Agency Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
J.S. Braddock Agency Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants

J.S. Braddock Agency Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Absher Construction Co. Employee Stock Ownership Plan in WA ($6M); by covered participants it is Sdg Architects, Inc. ESOP in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 J.S. Braddock Agency Employee Stock Ownership Plan assets move in 2022?
J.S. Braddock Agency Employee Stock Ownership Plan grew at a solid clip - up 10.2% during 2022, from $5M to $6M. Reported net income was $535K.
How have J.S. Braddock Agency plan assets changed over time?
Across 3 plan years on file (2022-2024), J.S. Braddock Agency's sponsor-wide assets grew 28.5%, from $6M to $7M.
Which ESOP plans are similar in size to J.S. Braddock Agency Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Absher Construction Co. Employee Stock Ownership Plan in WA ($6M, 167 participants).
Which ESOP plans cover a similar participant headcount to J.S. Braddock Agency Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (37 participants, $2M in assets).