ESOP · DOL Form 5500 · 2023

Jocott Brands, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
51
Participants Small participant base
71st
Percentile by assets National rank
$359,333
Avg per participant High balance/head
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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.

  • #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.

#11,312
in Manufacturing (18,722 peers)
+39.3%
assets growth YoY

Jocott Brands, Inc. Employee Stock Ownership Plan's outsized position 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

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

Jocott Brands, Inc. 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. Jocott Brands, Inc. Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954560570 · Jocott Brands, Inc. PY 2023 · ESOP

Jocott Brands, Inc. Employee Stock Ownership Plan · $18M · 51 · 71st

  • ASSETS $18M
  • PCT 51
  • EIN 71st
  • RANK ESOP
  • PHOTO near Speer Industries Employee Stock Ownership Plan
  • IND ind #11312

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 →

Jocott Brands, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Winbco Tank Company Employee Stock Ownership PlanWinbco Tank Company Employee…$18MThe Hartwell Corporation Employee Stock Ownership PlanThe Hartwell Corporation Emp…$18MJocott Brands, Inc. Employee Stock Ownership PlanJocott Brands, Inc. Employee…$18MSpeer Industries Employee Stock Ownership PlanSpeer Industries Employee St…$18MVr Systems, Inc. Employee Stock Ownership PlanVr Systems, Inc. Employee St…$18M
End-of-year total assets ($M) among Jocott Brands, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Jocott Brands, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jocott Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 82.84504671491632% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.2M $24.1M ▲ +82.9%
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 EIN954560570
Plan Effective Date2018-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Jocott Brands, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018325987 · Participants: 51Jocott Brands, Inc. 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
Jocott Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Jocott Brands, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jocott Brands, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Speer Industries Employee Stock Ownership Plan in OH ($18M); by covered participants it is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Jocott Brands, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Jocott Brands, Inc. Employee Stock Ownership Plan surged - up 39.3% during 2023, from $13M to $18M. Reported net income was $5M.
How have Jocott Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jocott Brands, Inc.'s sponsor-wide assets grew 82.8%, from $13M to $24M.
Which ESOP plans are similar in size to Jocott Brands, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Speer Industries Employee Stock Ownership Plan in OH ($18M, 42 participants).
Which ESOP plans cover a similar participant headcount to Jocott Brands, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants, $3M 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 954560570.

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.