ESOP · DOL Form 5500 · 2023

Jd2, Inc. ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
52
Participants Small participant base
85th
Percentile by assets National rank
$952,551
Avg per participant High balance/head
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Official DOL plan name: Jd2 Incorporated Employee Stock Ownership Plan · Sponsored by Jd2, Inc. · California · Construction

$50M in assets, 52 participants

Jd2, Inc.'s Jd2 Incorporated Employee Stock Ownership Plan reported $50M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,530 in Construction (9,030 peers)

Where Jd2 Incorporated Employee Stock Ownership Plan sits by assets

Jd2 Incorporated Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $50M for 52 participants (~$952,551/participant), up 63.8% in 2023.

#7,530
in Construction (9,030 peers)
+63.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Jd2 Incorporated Employee Stock Ownership Plan's outsized position by total assets

Jd2 Incorporated Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$49,532,659 Top 15% higher than 85% of 127,068 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 2023

Jd2 Incorporated Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jd2 Incorporated Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jd2 Incorporated Employee Stock Ownership Plan end-of-year assets rose from $30M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Jd2 Incorporated Employee Stock Ownership Plan reported net income rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Jd2 Incorporated Employee Stock Ownership Plan reported participants rose from 43 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943174558 · Jd2, Inc. PY 2023 · ESOP

Jd2 Incorporated Employee Stock Ownership Plan · $50M · 52 · 85th

  • BOY $50M
  • SCH 52
  • EBSA 85th
  • PART ESOP
  • TYPE near Independence Holdings, Inc. Ihi Employee Stock Ownership Plan
  • NET ind #7530

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 →

Jd2 Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Independence Holdings, Inc. Ihi Employee Stock Ownership PlanIndependence Holdings, Inc. …$50MJd2 Incorporated Employee Stock Ownership PlanJd2 Incorporated Employee St…$50MSc&h Group, Inc. Employee Stock Ownership PlanSc&h Group, Inc. Employee St…$50MBayer Construction Company, Inc. Employee Stock Ownership TrustBayer Construction Company, …$49MIntegra Technologies Employee Stock Ownership PlanIntegra Technologies Employe…$49M
End-of-year total assets ($M) among Jd2 Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$49M
Net Income$19M
Employer EIN943174558
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jd2, Inc.)

Sponsor-wide plan assets over time

All Jd2, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 115.20266826981486% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $30.3M $65.1M ▲ +115.2%
Year Plans Participants Total Assets
2022 1 43 $30M
2023 1 52 $50M
2024 1 58 $65M

Nearby ESOP Plans in California

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

Jd2 Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Jd2 Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.049532659 · Participants: 52Jd2 Incorporated Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Jd2 Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Jd2 Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Jd2 Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Independence Holdings, Inc. Ihi Employee Stock Ownership Plan in FL ($50M); by covered participants it is Millwork Distributors Inc. Employee Stock Ownership Plan in WI (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jd2 Incorporated Employee Stock Ownership Plan assets move in 2023? ▼
Jd2 Incorporated Employee Stock Ownership Plan surged - up 63.8% during 2023, from $30M to $50M. Reported net income was $19M.
How have Jd2, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jd2, Inc.'s sponsor-wide assets grew 115.2%, from $30M to $65M.
Where does Jd2 Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jd2 Incorporated Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Jd2 Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Independence Holdings, Inc. Ihi Employee Stock Ownership Plan in FL ($50M, 69 participants).
Which ESOP plans cover a similar participant headcount to Jd2 Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Millwork Distributors Inc. Employee Stock Ownership Plan in WI (52 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943174558.

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.