ESOP · DOL Form 5500 · 2023

R.W. Jenkins Automotive, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets: N/A
Participants Small participant base: 33rd
Percentile by assets National rank

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Official DOL plan name: R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan · Sponsored by R.W. Jenkins Automotive, Inc. · Indiana · Retail Trade

$2M in assets, N/A participants

R.W. Jenkins Automotive, Inc.'s R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

#3,769 in Retail Trade (8,414 peers)

R.W. Jenkins Automotive, Inc. multi-year trail

R.W. Jenkins Automotive, Inc.'s plans moved -30.6% in assets from 2022 to 2024; this filing shows R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan at $2M / N/A participants.

#3,769
in Retail Trade (8,414 peers): -55.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,472,551 33rd percentile higher than 33% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan reported participants fell from 74 in the plan year 2022 filing to N/A in the plan year 2023 filing.
R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351413436 · R.W. Jenkins Automotive, Inc. PY 2023 · ESOP

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan · $2M · N/A · 33rd

RANK $2M
PHOTO N/A
IND 33rd
EOY ESOP
5500 near New England Woodcraft, Inc. ESOP
ASSETS ind #3769

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 Indiana →

End-of-year total assets ($M) among R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

R.W. Jenkins Automotive, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $4M 30.559586870595083% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	74	$6M
2023	1	N/A	$2M
2024	1	N/A	$4M

R.W. Jenkins Automotive, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$2M
Net Income	-$3M
Employer EIN	351413436
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Indiana

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

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
Urschel Laboratories Employee Stock Ownership Plan $366M · 487
Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558

Compare R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Indiana, the nearest ESOP by end-of-year assets is New England Woodcraft, Inc. ESOP in VT at $2M (this filing: $2M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

New England Woodcraft, Inc. ESOP (VT) $2M · 124
Lullabot, Inc. Employee Stock Ownership Plan (RI) $2M · 42
Record Press, Inc. Employee Stock Ownership Plan (NY) $2M · 23
Thomas Gray & Associates Employee Stock Ownership Plan (CA) $2M · 5

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 R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan contracted severely - down 55.6% during 2023, from $6M to $2M. Reported net income was -$3M.

How have R.W. Jenkins Automotive, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), R.W. Jenkins Automotive, Inc.'s sponsor-wide assets declined 30.6%, from $6M to $4M.

Which ESOP plans are similar in size to R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is New England Woodcraft, Inc. ESOP in VT ($2M, 124 participants).

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 351413436.