ESOP · DOL Form 5500 · 2023

Jacobsen Construction Company, Inc. ESOP

Data updated 2026-08-25

$111M
Total assets Near avg plan size
531
Participants Below avg headcount
92nd
Percentile by assets National rank
$209,498
Avg per participant Above avg balance/head
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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.

  • #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.

#8,154
in Construction (9,030 peers)
+14.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$111,243,432 Top 8% higher than 92% 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

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jacobsen Construction Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (531 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Plan-year Form 5500 strip

Filing strip 870256624 · Jacobsen Construction Company, Inc. PY 2023 · ESOP

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan · $111M · 531 · 92nd

  • EBSA $111M
  • EBSA 531
  • EBSA 92nd
  • EBSA ESOP
  • EBSA near Suzanna's Kitchen , Inc., Employee Stock Ownership Plan
  • EBSA ind #8154

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 Utah →

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Precision Walls, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employ…$111MHcc, Inc. Employee Stock Ownership PlanHcc, Inc. Employee Stock Own…$111MGbs Corp & Subsidiaries Employee Stock Ownership Plan & TrustGbs Corp & Subsidiaries Empl…$111MJacobsen Construction Company, Inc. Employee Stock Ownership PlanJacobsen Construction Compan…$111MSuzanna's Kitchen , Inc., Employee Stock Ownership PlanSuzanna's Kitchen , Inc., Em…$111M
End-of-year total assets ($M) among Jacobsen Construction Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$111M
Net Income$14M
Employer EIN870256624
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacobsen Construction Company, Inc.)

Sponsor-wide plan assets over time

All Jacobsen Construction Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$176M 26.251030152205303% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $139M $176M ▲ +26.3%
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 Scatter plot of 6 data points. -2000200400600800 406080100120140 Total assets ($M) Participants Jacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.243432 · Participants: 531Jacobsen Construction Company, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.038272 · Participants: 697Whitaker Construction Co., Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 45.365384 · Participants: 111Central Milling Employee Stock Ownership Plan and TrustKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 44.16 · Participants: 173Kenny Seng Construction Employee Stock Ownership Plan
Jacobsen Construction Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Jacobsen Construction Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Suzanna's Kitchen , Inc., Employee Stock Ownership Plan in GA ($111M); by covered participants it is International Data Group, Inc. Employee Stock Ownership Plan in MA (531 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (531 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 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).
Which ESOP plans cover a similar participant headcount to Jacobsen Construction Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is International Data Group, Inc. Employee Stock Ownership Plan in MA (531 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 870256624.

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.