ESOP · DOL Form 5500 · 2023

Devon's Jewelers ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
92
Participants Small participant base
74th
Percentile by assets National rank
$238,186
Avg per participant Above avg balance/head
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Official DOL plan name: Devons Jewelers Employee Stock Ownership Plan · Sponsored by Devon's Jewelers · California · Retail Trade

$22M in assets, 92 participants

Devon's Jewelers's Devons Jewelers Employee Stock Ownership Plan reported $22M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,050 in Retail Trade (8,414 peers)

Devon's Jewelers multi-year trail

Devon's Jewelers's plans moved +16.9% in assets from 2022 to 2024; this filing shows Devons Jewelers Employee Stock Ownership Plan at $22M / 92 participants.

#7,050
in Retail Trade (8,414 peers)
+11.1%
assets growth YoY

Devons Jewelers Employee Stock Ownership Plan's outsized position by total assets

Devons Jewelers Employee Stock Ownership Plan vs every filed plan by assets

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

$21,913,073 Top 26% higher than 74% 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

Devons Jewelers 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. Devons Jewelers Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Devons Jewelers Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Devons Jewelers Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Devons Jewelers Employee Stock Ownership Plan reported participants rose from 89 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941050138 · Devon's Jewelers PY 2023 · ESOP

Devons Jewelers Employee Stock Ownership Plan · $22M · 92 · 74th

  • BOY $22M
  • SCH 92
  • EBSA 74th
  • PART ESOP
  • TYPE near E&m Logistics Inc. Employee Stock Ownership Plan
  • NET ind #7050

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 →

Devons Jewelers Employee Stock Ownership Plan in the asset neighbourhood

Bollman Hat Company Employee Stock Ownership PlanBollman Hat Company Employee…$22MDevons Jewelers Employee Stock Ownership PlanDevons Jewelers Employee Sto…$22ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$22ME.V.S. Ltd. Employee Stock Ownership PlanE.V.S. Ltd. Employee Stock O…$22MImperial Brown, Inc. Employee Stock Ownership PlanImperial Brown, Inc. Employe…$22M
End-of-year total assets ($M) among Devons Jewelers Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Devon's Jewelers multi-year asset trail

Sponsor-wide plan assets over time

All Devon's Jewelers plans reported in each filing year

Latest sponsor-wide plan assets
$23M 16.85598534780775% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $19.7M $23M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 89 $20M
2023 1 92 $22M
2024 1 84 $23M

Devon's Jewelers filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN941050138
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Devons Jewelers Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Devons Jewelers Employee Stock Ownership Plan, Total assets ($B): 0.021913073 · Participants: 92Devons Jewelers 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
Devons Jewelers Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Devons Jewelers Employee Stock Ownership Plan side-by-side with 3 peers →

Devons Jewelers Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is E&m Logistics Inc. Employee Stock Ownership Plan in NY ($22M); by covered participants it is Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan in MA (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Devons Jewelers Employee Stock Ownership Plan assets move in 2023? ▼
Devons Jewelers Employee Stock Ownership Plan grew at a solid clip - up 11.1% during 2023, from $20M to $22M. Reported net income was $3M.
How have Devon's Jewelers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Devon's Jewelers's sponsor-wide assets grew 16.9%, from $20M to $23M.
Which ESOP plans are similar in size to Devons Jewelers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is E&m Logistics Inc. Employee Stock Ownership Plan in NY ($22M, 207 participants).
Which ESOP plans cover a similar participant headcount to Devons Jewelers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan in MA (92 participants, $71M 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 941050138.

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.