ESOP · DOL Form 5500 · 2023
Jocott Brands, Inc. ESOP
Data updated 2026-08-11
- $18M
- Total assets
- 51
- Participants
- 71st
- Percentile by assets
- $359,333
- Avg per participant
Official DOL plan name: Jocott Brands, Inc. Employee Stock Ownership Plan · Sponsored by Jocott Brands, Inc. · California · Manufacturing
$18M in assets, 51 participants
Jocott Brands, Inc.'s Jocott Brands, Inc. Employee Stock Ownership Plan reported $18M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 127,072 plans)
- #11,312 in Manufacturing (18,722 peers)
Jocott Brands, Inc. multi-year trail
Jocott Brands, Inc.'s plans moved +82.8% in assets from 2022 to 2024; this filing shows Jocott Brands, Inc. Employee Stock Ownership Plan at $18M / 51 participants.
- $18M
- total plan assets (2023 EOY)
- 51
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $359,333
- avg assets per participant
Where Jocott Brands, Inc. Employee Stock Ownership Plan sits by total assets
Jocott Brands, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,325,987 Top 29% higher than 71% of 127,068 filed plans
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
- Jocott Brands, Inc. Employee Stock Ownership Plan reported net income rose from $425K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Jocott Brands, Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Jocott Brands, Inc. Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2022 filing to 51 in the plan year 2023 filing.
Jocott Brands, Inc. across 3 plan years on file
Across the 3 plan years Jocott Brands, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $24M, a gain of 82.8%, while reported participants moved from 39 to 56 (+43.6%). Peak year by sponsor assets: 2024 ($24M); trough: 2022 ($13M).
Jocott Brands, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $13M |
| 2023 | 1 | 51 | $18M |
| 2024 | 1 | 56 | $24M |
Jocott Brands, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $5M |
| Employer EIN | 954560570 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Jocott Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Jocott Brands, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Jocott Brands, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Jocott Brands, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Jocott Brands, Inc. Employee Stock Ownership Plan? ▼
Next read for Jocott Brands, Inc. Employee Stock Owner…
Multi-year trail
Ways to act on Jocott Brands, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Jocott Brands, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Jocott Brands, Inc.'s sponsor-wide assets have grown 82.8% since 2022 across 3 plan years on file. More Manufacturing plans