ESOP · DOL Form 5500 · 2022

J. O. Cook, Inc ESOP

Data updated 2026-08-25

$47K
Total assets Small plan by assets
9
Participants Small participant base
3rd
Percentile by assets National rank
$5,201
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J. O. Cook, Inc Employee Stock Ownership Plan · Sponsored by J. O. Cook, Inc · New York · Retail Trade

$47K in assets, 9 participants

J. O. Cook, Inc's J. O. Cook, Inc Employee Stock Ownership Plan reported $47K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #462 in Retail Trade (9,519 peers)

J. O. Cook, Inc multi-year trail

J. O. Cook, Inc's plans moved -31.8% in assets from 2022 to 2024; this filing shows J. O. Cook, Inc Employee Stock Ownership Plan at $47K / 9 participants.

#462
in Retail Trade (9,519 peers)
+4.1%
assets growth YoY

J. O. Cook, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

J. O. Cook, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$46,808 3rd percentile higher than 3% 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

J. O. Cook, Inc Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. O. Cook, Inc Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 160391923 · J. O. Cook, Inc PY 2022 · ESOP

J. O. Cook, Inc Employee Stock Ownership Plan · $47K · 9 · 3rd

  • PCT $47K
  • EIN 9
  • RANK 3rd
  • PHOTO ESOP
  • IND near The Murphy Construction Group Employee Stock Ownership Plan
  • EOY ind #462

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 →

J. O. Cook, Inc Employee Stock Ownership Plan in the asset neighbourhood

J. O. Cook, Inc Employee Stock Ownership PlanJ. O. Cook, Inc Employee Sto…$47KThe Murphy Construction Group Employee Stock Ownership PlanThe Murphy Construction Grou…$47KAvery Abrasives, Inc ESOP$47KBanner Welder ESOP Trust$47KWest Coast Castings Emploee Stock Ownership PlanWest Coast Castings Emploee …$48K
End-of-year total assets ($M) among J. O. Cook, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

J. O. Cook, Inc multi-year asset trail

Sponsor-wide plan assets over time

All J. O. Cook, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$32K 31.795846863783968% vs 2022
2024 filing year
$0.02M$0.03M$0.04M$0.05M$0.06M 202220232024 $0.05M $0.03M ▼ -40.0%
Year Plans Participants Total Assets
2022 1 9 $47K
2023 1 9 $43K
2024 1 9 $32K

J. O. Cook, Inc filing trail (2022)

Total Assets (Beginning of Year)$45K
Net Assets (End of Year)$47K
Net Income$2K
Employer EIN160391923
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

J. O. Cook, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants J. O. Cook, Inc Employee Stock Ownership Plan, Total assets ($M): 0.046808 · Participants: 9J. O. Cook, Inc 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
J. O. Cook, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

J. O. Cook, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is The Murphy Construction Group Employee Stock Ownership Plan in KY ($47K); by covered participants it is Stowe Insurance Agency, Inc. Employee Stock Ownership Plan in VT (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 J. O. Cook, Inc Employee Stock Ownership Plan assets move in 2022?
J. O. Cook, Inc Employee Stock Ownership Plan edged up modestly - up 4.1% during 2022, from $45K to $47K. Reported net income was $2K.
How have J. O. Cook, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), J. O. Cook, Inc's sponsor-wide assets declined 31.8%, from $47K to $32K.
Where does J. O. Cook, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers?
J. O. Cook, Inc Employee Stock Ownership Plan ranks in the 3rd 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 J. O. Cook, Inc Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is The Murphy Construction Group Employee Stock Ownership Plan in KY ($47K, 191 participants).
Which ESOP plans cover a similar participant headcount to J. O. Cook, Inc Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Stowe Insurance Agency, Inc. Employee Stock Ownership Plan in VT (9 participants, N/A in assets).