ESOP · DOL Form 5500 · 2023

Fj Management Inc. ESOP

Data updated 2026-08-25

$103M
Total assets Near avg plan size
30
Participants Small participant base
91st
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
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Official DOL plan name: Fj Management Inc. Employee Stock Ownership Plan · Sponsored by Fj Management Inc. · Utah · Wholesale Trade

$103M in assets, 30 participants

Fj Management Inc.'s Fj Management Inc. Employee Stock Ownership Plan reported $103M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,874 in Wholesale Trade (6,309 peers)

Where Fj Management Inc. Employee Stock Ownership Plan sits by assets

Fj Management Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $103M for 30 participants (~$3.4M/participant), up 2.8% in 2023.

#5,874
in Wholesale Trade (6,309 peers)
+2.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Fj Management Inc. Employee Stock Ownership Plan's outsized position by total assets

Fj Management Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$102,977,078 Top 9% higher than 91% 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

Fj Management Inc. 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. Fj Management Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fj Management Inc. Employee Stock Ownership Plan reported net income fell from $14M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fj Management Inc. Employee Stock Ownership Plan reported participants fell from 33 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • Fj Management Inc. Employee Stock Ownership Plan end-of-year assets rose from $100M in the plan year 2022 filing to $103M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941663458 · Fj Management Inc. PY 2023 · ESOP

Fj Management Inc. Employee Stock Ownership Plan · $103M · 30 · 91st

  • PHOTO $103M
  • IND 30
  • EOY 91st
  • 5500 ESOP
  • ASSETS near Dealers Electrical Supply Co. Employee Stock Ownership Plan
  • PCT ind #5874

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 →

Fj Management Inc. Employee Stock Ownership Plan in the asset neighbourhood

First National Capital Corporation Employee Stock Ownership PlanFirst National Capital Corpo…$103MFj Management Inc. Employee Stock Ownership PlanFj Management Inc. Employee …$103MDealers Electrical Supply Co. Employee Stock Ownership PlanDealers Electrical Supply Co…$103MTri Holdco, Inc. Employee Stock Ownership PlanTri Holdco, Inc. Employee St…$102MEquus Holdings, Inc. Employee Stock Ownership PlanEquus Holdings, Inc. Employe…$102M
End-of-year total assets ($M) among Fj Management 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)$100M
Net Assets (End of Year)$103M
Net Income$3M
Employer EIN941663458
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fj Management Inc.)

Sponsor-wide plan assets over time

All Fj Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$372M 61.11563567124626% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $231M $372M ▲ +61.1%
Year Plans Participants Total Assets
2022 2 4,044 $231M
2023 2 4,662 $269M
2024 2 7,263 $372M

Nearby ESOP Plans in Utah

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

Fj Management Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 406080100120140 Total assets ($M) Participants Fj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.038272 · Participants: 697Whitaker Construction Co., Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.243432 · Participants: 531Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($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
Fj Management Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Fj Management Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Fj Management Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Dealers Electrical Supply Co. Employee Stock Ownership Plan in TX ($103M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Fj Management Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Fj Management Inc. Employee Stock Ownership Plan edged up modestly - up 2.8% during 2023, from $100M to $103M. Reported net income was $3M.
How have Fj Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fj Management Inc.'s sponsor-wide assets grew 61.1%, from $231M to $372M.
Where does Fj Management Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fj Management Inc. Employee Stock Ownership Plan ranks in the 91st 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 Fj Management Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dealers Electrical Supply Co. Employee Stock Ownership Plan in TX ($103M, 491 participants).
Which ESOP plans cover a similar participant headcount to Fj Management Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants, N/A 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 941663458.

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.