ESOP · DOL Form 5500 · 2023

Jacobsen Construction Company, Inc. ESOP

Data updated 2026-08-11

$111M
Total assets: 531
Participants: 92nd
Percentile by assets: $209,498
Avg per participant

Official DOL plan name: Jacobsen Construction Company, Inc. Employee Stock Ownership Plan · Sponsored by Jacobsen Construction Company, Inc. · Utah · Construction

$111M in assets, 531 participants

Jacobsen Construction Company, Inc.'s Jacobsen Construction Company, Inc. Employee Stock Ownership Plan reported $111M in total assets and 531 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#8,154 in Construction (9,030 peers)

Where Jacobsen Construction Company, Inc. Employee Stock Ownership Plan sits by assets

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $111M for 531 participants (~$209,498/participant), up 14.0% in 2023.

$111M
total plan assets (2023 EOY): 531
covered participants: 92nd
percentile by assets (of 127,072 plans): $209,498
avg assets per participant

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Jacobsen Construction Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $98M in the plan year 2022 filing to $111M in the plan year 2023 filing.
Jacobsen Construction Company, Inc. Employee Stock Ownership Plan reported participants rose from 492 in the plan year 2022 filing to 531 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Utah

Industry

Construction

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Jacobsen Construction Company, Inc. Employee Stock Ownership Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$98M
Net Assets (End of Year)	$111M
Net Income	$14M
Employer EIN	870256624
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jacobsen Construction Company, Inc.)

Total plan assets by year, all Jacobsen Construction Company, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,014	$139M
2023	2	1,135	$160M
2024	2	1,301	$176M

Nearby ESOP Plans in Utah

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

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants

Whitaker Construction Co., Inc. Employee Stock Ownership Plan $121M · 697
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $104M · 501
Fj Management Inc. Employee Stock Ownership Plan $103M · 30
Central Milling Employee Stock Ownership Plan and Trust $45M · 111
Kenny Seng Construction Employee Stock Ownership Plan $44M · 173

Compare Jacobsen Construction Company, Inc. Empl… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Jacobsen Construction Company, Inc. Employee Stock Ownership Plan by total assets, not by location.

Suzanna's Kitchen , Inc., Employee Stock Ownership Plan (GA) $111M · 302
Gbs Corp & Subsidiaries Employee Stock Ownership Plan & Trust (OH) $111M · 193
Hcc, Inc. Employee Stock Ownership Plan (IL) $111M · 227
Precision Walls, Inc. Employee Stock Ownership Plan (NC) $111M · 1,028

Frequently Asked Questions

How did Jacobsen Construction Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.0% during 2023, from $98M to $111M. Reported net income was $14M.

How have Jacobsen Construction Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jacobsen Construction Company, Inc.'s sponsor-wide assets grew 26.3%, from $139M to $176M.

Where does Jacobsen Construction Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Jacobsen Construction Company, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Suzanna's Kitchen , Inc., Employee Stock Ownership Plan in GA ($111M, 302 participants).

Next read for Jacobsen Construction Company, Inc. Empl…

Scale reading

Ways to act on Jacobsen Construction Company, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Jacobsen Construction Company, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Utah. Compare plans
Jacobsen Construction Company, Inc.'s sponsor-wide assets have grown 26.3% since 2022 across 3 plan years on file. More Construction plans

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 870256624.