ESOP · DOL Form 5500 · 2022

Jacksons Hardware, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
48
Participants Small participant base
49th
Percentile by assets National rank
$96,056
Avg per participant Below avg balance/head
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Official DOL plan name: Jackson's Hardware, Inc. Employee Stock Ownership Plan · Sponsored by Jacksons Hardware, Inc. · California · Retail Trade

$5M in assets, 48 participants

Jacksons Hardware, Inc.'s Jackson's Hardware, Inc. Employee Stock Ownership Plan reported $5M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,575 in Retail Trade (9,519 peers)

2022 asset change

Jackson's Hardware, Inc. Employee Stock Ownership Plan declined sharply 18.3% in 2022 ($6M → $5M) for 48 participants.

#5,575
in Retail Trade (9,519 peers)
-18.3%
assets change YoY

The plan reported a net loss of $976K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jackson's Hardware, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Jackson's Hardware, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,610,708 49th percentile higher than 49% 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

Jackson's Hardware, Inc. 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. Jackson's Hardware, Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 941669730 · Jacksons Hardware, Inc. PY 2022 · ESOP

Jackson's Hardware, Inc. Employee Stock Ownership Plan · $5M · 48 · 49th

  • 5500 $5M
  • ASSETS 48
  • PCT 49th
  • EIN ESOP
  • RANK near Commerce Bancorp, Inc. Employee Stock Ownership Plan
  • PHOTO ind #5575

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 →

Jackson's Hardware, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rock Valley Oil & Chemical Co.,Inc. Employee Stock Ownership PlanRock Valley Oil & Chemical C…$5MJackson's Hardware, Inc. Employee Stock Ownership PlanJackson's Hardware, Inc. Emp…$5MCommerce Bancorp, Inc. Employee Stock Ownership PlanCommerce Bancorp, Inc. Emplo…$5MSooner Southwest Bankshares, Inc. Employee Stock Ownership PlanSooner Southwest Bankshares,…$5MApplied Controls, Inc. Employee Stock Ownership PlanApplied Controls, Inc. Emplo…$5M
End-of-year total assets ($M) among Jackson's Hardware, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Jacksons Hardware, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Jacksons Hardware, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.924406403528482% vs 2022
2024 filing year
$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.61M $4.84M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 48 $5M
2023 1 50 $5M
2024 1 48 $5M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$976K
Employer EIN941669730
Plan Effective Date1972-06-30
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Jackson's Hardware, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Jackson's Hardware, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004610708 · Participants: 48Jackson's Hardware, Inc. 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
Jackson's Hardware, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Jackson's Hardware, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jackson's Hardware, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Commerce Bancorp, Inc. Employee Stock Ownership Plan in OK ($5M); by covered participants it is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Jackson's Hardware, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Jackson's Hardware, Inc. Employee Stock Ownership Plan declined sharply - down 18.3% during 2022, from $6M to $5M. Reported net income was -$976K.
How have Jacksons Hardware, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacksons Hardware, Inc.'s sponsor-wide assets grew 4.9%, from $5M to $5M.
Which ESOP plans are similar in size to Jackson's Hardware, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Commerce Bancorp, Inc. Employee Stock Ownership Plan in OK ($5M, 46 participants).
Which ESOP plans cover a similar participant headcount to Jackson's Hardware, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (48 participants, $25M 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 941669730.

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.