ESOP · DOL Form 5500 · 2022

Jorgensen & Sons, Inc. ESOP

Data updated 2026-08-11

$6M
Total assets
133
Participants
55th
Percentile by assets
$46,561
Avg per participant
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Official DOL plan name: Jorgensen & Co. Employee Stock Ownership Plan and Trust · Sponsored by Jorgensen & Sons, Inc. · California · Manufacturing

$6M in assets, 133 participants

Jorgensen & Sons, Inc.'s Jorgensen & Co. Employee Stock Ownership Plan and Trust reported $6M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • 55th percentile by assets (of 139,126 plans)
  • #8,201 in Manufacturing (20,602 peers)

Coverage in California

Jorgensen & Co. Employee Stock Ownership Plan and Trust covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $6M.

$6M
total plan assets (2022 EOY)
133
covered participants
55th
percentile by assets (of 139,126 plans)
$46,561
avg assets per participant

Where Jorgensen & Co. Employee Stock Ownership Plan and Trust sits by total assets

Jorgensen & Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,192,611 Top 45% higher than 55% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Manufacturing

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Jorgensen & Co. Employee Stock Ownership Plan and Trust reports 133 participants - about 21% of that state average ($6M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$177K
Employer EIN941477041
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jorgensen & Sons, Inc.)

$10M$10.5M$11M$11.5M$12M 202220232024 $10.4M $11.5M ▲ +11.1%
Total plan assets by year, all Jorgensen & Sons, Inc. plans on file
Year Plans Participants Total Assets
2022 2 265 $10M
2023 2 265 $11M
2024 2 280 $12M

Nearby ESOP Plans in California

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

Jorgensen & Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Jorgensen & Co. Empl…, Total assets ($B): 0.006192611 · Participants: 133Jorgensen & Co. Empl…Parsons Employee Sto…, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, I…Recology Employee St…, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee St…Agron, Inc. Employee…, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee…
Jorgensen & Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Jorgensen & Co. Employee Stock Ownership… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Jorgensen & Co. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Jorgensen & Co. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Jorgensen & Co. Employee Stock Ownership Plan and Trust edged up modestly - up 2.9% during 2022, from $6M to $6M. Reported net income was $177K.
How have Jorgensen & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorgensen & Sons, Inc.'s sponsor-wide assets grew 11.1%, from $10M to $12M.
Which ESOP plans are similar in size to Jorgensen & Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Augusta Industrial Services, Inc. Employee Stock Ownership Plan in GA ($6M, 111 participants).

Next read for Jorgensen & Co. Employee Stock Ownership…

Filing takeaways

Ways to act on Jorgensen & Co. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Jorgensen & Co. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Jorgensen & Sons, Inc.'s sponsor-wide assets have grown 11.1% since 2022 across 3 plan years on file. More Manufacturing plans

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 941477041.

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.