ESOP · DOL Form 5500 · 2023

Johnson Kendall & Johnson, Inc. ESOP

Data updated 2026-08-11

$13M
Total assets
82
Participants
64th
Percentile by assets
$153,346
Avg per participant
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Official DOL plan name: Jkj Employee Stock Ownership Plan · Sponsored by Johnson Kendall & Johnson, Inc. · Pennsylvania · Finance & Insurance

$13M in assets, 82 participants

Johnson Kendall & Johnson, Inc.'s Jkj Employee Stock Ownership Plan reported $13M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • 64th percentile by assets (of 127,072 plans)
  • #4,296 in Finance & Insurance (8,869 peers)

Johnson Kendall & Johnson, Inc. multi-year trail

Johnson Kendall & Johnson, Inc.'s plans moved +470.2% in assets from 2022 to 2024; this filing shows Jkj Employee Stock Ownership Plan at $13M / 82 participants.

$13M
total plan assets (2023 EOY)
82
covered participants
64th
percentile by assets (of 127,072 plans)
$153,346
avg assets per participant

Where Jkj Employee Stock Ownership Plan sits by total assets

Jkj Employee Stock Ownership Plan vs every filed plan by assets

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

$12,574,349 Top 36% higher than 64% of 127,068 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jkj Employee Stock Ownership Plan reported net income rose from $997K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jkj Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Jkj Employee Stock Ownership Plan reported participants fell from 85 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Finance & Insurance

Johnson Kendall & Johnson, Inc. across 3 plan years on file

Across the 3 plan years Johnson Kendall & Johnson, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $50M, a gain of 470.2%, while reported participants moved from 85 to 200 (+135.3%). Peak year by sponsor assets: 2024 ($50M); trough: 2022 ($9M).

Johnson Kendall & Johnson, Inc. multi-year asset trail

$0M$20M$40M$60M 202220232024 $8.75M $49.9M ▲ +469.9%
Total plan assets by year, all Johnson Kendall & Johnson, Inc. plans on file
Year Plans Participants Total Assets
2022 1 85 $9M
2023 1 82 $13M
2024 2 200 $50M

Johnson Kendall & Johnson, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN231568259
Plan Effective Date1986-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Jkj Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jkj Employee Stock O…, Total assets ($B): 0.012574349 · Participants: 82Jkj Employee Stock O…Wawa, Inc. Employee …, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corpo…Centimark Corporatio…, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporatio…Sheetz, Inc. Employe…, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employe…D & H Employee Stock…, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock…
Jkj Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Jkj Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Jkj Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Jkj Employee Stock Ownership Plan assets move in 2023? ▼
Jkj Employee Stock Ownership Plan surged - up 43.8% during 2023, from $9M to $13M. Reported net income was $4M.
How have Johnson Kendall & Johnson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Kendall & Johnson, Inc.'s sponsor-wide assets grew 470.2%, from $9M to $50M.
Which ESOP plans are similar in size to Jkj Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Weighing Technologies, Inc. ESOP in TX ($13M, 32 participants).

Next read for Jkj Employee Stock Ownership Plan

Multi-year trail

Ways to act on Jkj Employee Stock Ownership Plan's numbers.

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 231568259.

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.