ESOP · DOL Form 5500 · 2022

Jacobson Consulting Applications ESOP

Data updated 2026-08-25

$215K
Total assets Small plan by assets
26
Participants Small participant base
11th
Percentile by assets National rank
$8,264
Avg per participant Low balance/head
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Official DOL plan name: Jacobson Consulting Applications Employee Stock Ownership Plan · Sponsored by Jacobson Consulting Applications · New York · Professional & Technical Services

$215K in assets, 26 participants

Jacobson Consulting Applications's Jacobson Consulting Applications Employee Stock Ownership Plan reported $215K in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,971 in Professional & Technical Services (21,562 peers)

Jacobson Consulting Applications multi-year trail

Jacobson Consulting Applications's plans moved +18.2% in assets from 2022 to 2024; this filing shows Jacobson Consulting Applications Employee Stock Ownership Plan at $215K / 26 participants.

#1,971
in Professional & Technical Services (21,562 peers)
-23.8%
assets change YoY

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jacobson Consulting Applications Employee Stock Ownership Plan among the smaller filed plans by assets

Jacobson Consulting Applications Employee Stock Ownership Plan vs every filed plan by assets

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

$214,859 11th percentile higher than 11% 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

Jacobson Consulting Applications 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. Jacobson Consulting Applications Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 133554998 · Jacobson Consulting Applications PY 2022 · ESOP

Jacobson Consulting Applications Employee Stock Ownership Plan · $215K · 26 · 11th

  • BOY $215K
  • BOY 26
  • BOY 11th
  • BOY ESOP
  • BOY near Automatic Handling International Employee Stock Ownership Plan
  • BOY ind #1971

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 York →

Jacobson Consulting Applications Employee Stock Ownership Plan in the asset neighbourhood

Mall City Containers, Inc. Employee Stock Ownership PlanMall City Containers, Inc. E…$217KJacobson Consulting Applications Employee Stock Ownership PlanJacobson Consulting Applicat…$215KAutomatic Handling International Employee Stock Ownership PlanAutomatic Handling Internati…$214KPuskaric Truck Service, Inc. Employee Stock Ownership Plan and TrustPuskaric Truck Service, Inc.…$213KProspective Technology, Inc. Employee Stock Ownership PlanProspective Technology, Inc.…$213K
End-of-year total assets ($M) among Jacobson Consulting Applications Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Jacobson Consulting Applications multi-year asset trail

Sponsor-wide plan assets over time

All Jacobson Consulting Applications plans reported in each filing year

Latest sponsor-wide plan assets
$254K 18.15516222266696% vs 2022
2024 filing year
$0.2M$0.22M$0.24M$0.26M$0.28M 202220232024 $0.21M $0.25M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 26 $215K
2023 1 21 $272K
2024 1 23 $254K

Jacobson Consulting Applications filing trail (2022)

Total Assets (Beginning of Year)$282K
Net Assets (End of Year)$211K
Net Income-$62K
Employer EIN133554998
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Jacobson Consulting Applications Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Jacobson Consulting Applications Employee Stock Ownership Plan, Total assets ($M): 0.214859 · Participants: 26Jacobson Consulting Applications Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Jacobson Consulting Applications Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Jacobson Consulting Applications Employee Stock Ownership Plan side-by-side with 3 peers →

Jacobson Consulting Applications Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Automatic Handling International Employee Stock Ownership Plan in MI ($214K); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Jacobson Consulting Applications Employee Stock Ownership Plan assets move in 2022? ▼
Jacobson Consulting Applications Employee Stock Ownership Plan declined sharply - down 23.8% during 2022, from $282K to $215K. Reported net income was -$62K.
How have Jacobson Consulting Applications plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacobson Consulting Applications's sponsor-wide assets grew 18.2%, from $215K to $254K.
Where does Jacobson Consulting Applications Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jacobson Consulting Applications Employee Stock Ownership Plan ranks in the 11th 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 Jacobson Consulting Applications Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Automatic Handling International Employee Stock Ownership Plan in MI ($214K, 117 participants).
Which ESOP plans cover a similar participant headcount to Jacobson Consulting Applications Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (26 participants, $4M 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 133554998.

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.