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
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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.

  • 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

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

  • 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 →

State
California
Industry
Manufacturing

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

$10M$15M$20M$25M$30M 202220232024 $13.2M $24.1M ▲ +82.9%
Total plan assets by year, all Jocott Brands, Inc. plans on file
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 ($B) Participants Jocott Brands, Inc. …, Total assets ($B): 0.018325987 · Participants: 51Jocott Brands, Inc. …Parsons Employee Sto…, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, I…Agron, Inc. Employee…, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee…Recology Employee St…, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee St…
Jocott Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Jocott Brands, Inc. Employee Stock Owner… side-by-side with 3 peers →

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? ▼
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).

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.

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.