ESOP · DOL Form 5500 · 2023

Johnson Kendall & Johnson, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
82
Participants Small participant base
64th
Percentile by assets National rank
$153,346
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,296
in Finance & Insurance (8,869 peers)
+43.8%
assets growth YoY

Jkj Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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 $2,050,000,000 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

Jkj 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. Jkj Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.

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 →

EBSA filing schedule strip

Filing strip 231568259 · Johnson Kendall & Johnson, Inc. PY 2023 · ESOP

Jkj Employee Stock Ownership Plan · $13M · 82 · 64th

  • BOY $13M
  • SCH 82
  • EBSA 64th
  • PART ESOP
  • TYPE near Weighing Technologies, Inc. ESOP
  • NET ind #4296

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 Pennsylvania →

Jkj Employee Stock Ownership Plan in the asset neighbourhood

Ohio Valley Electrical Services, Inc. Employee Stock Ownership PlanOhio Valley Electrical Servi…$13MJkj Employee Stock Ownership PlanJkj Employee Stock Ownership…$13MWeighing Technologies, Inc. ESOPWeighing Technologies, Inc. …$13MRichmond Mutual Bancorporation, Inc. Employee Stock Ownership PlanRichmond Mutual Bancorporati…$13MRuscilli Construction Co., LLC. Employee Stock Ownership PlanRuscilli Construction Co., L…$13M
End-of-year total assets ($M) among Jkj Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All Johnson Kendall & Johnson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 470.1506362889467% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $8.75M $49.9M ▲ +469.9%
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 ($B) Participants Jkj Employee Stock Ownership Plan, Total assets ($B): 0.012574349 · Participants: 82Jkj Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
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 →

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

Outside Pennsylvania, the nearest ESOP by assets is Weighing Technologies, Inc. ESOP in TX ($13M); by covered participants it is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 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).
Which ESOP plans cover a similar participant headcount to Jkj Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (82 participants, $6M 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 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.