ESOP · DOL Form 5500 · 2023

Jc Foodservice, Inc. ESOP

Data updated 2026-08-25

$56M
Total assets Below avg plan size
140
Participants Small participant base
87th
Percentile by assets National rank
$402,949
Avg per participant High balance/head
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Official DOL plan name: Action Sales Employee Stock Ownership Plan · Sponsored by Jc Foodservice, Inc. · California · Wholesale Trade

$56M in assets, 140 participants

Jc Foodservice, Inc.'s Action Sales Employee Stock Ownership Plan reported $56M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,562 in Wholesale Trade (6,309 peers)

Coverage in California

Action Sales Employee Stock Ownership Plan covers 140 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $56M.

#5,562
in Wholesale Trade (6,309 peers)
+35.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Action Sales Employee Stock Ownership Plan's outsized position by total assets

Action Sales Employee Stock Ownership Plan vs every filed plan by assets

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

$56,412,897 Top 13% higher than 87% 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

Action Sales 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. Action Sales Employee Stock Ownership Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Action Sales Employee Stock Ownership Plan reported net income fell from $33M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Action Sales Employee Stock Ownership Plan end-of-year assets rose from $42M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Action Sales Employee Stock Ownership Plan reported participants rose from 137 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954655620 · Jc Foodservice, Inc. PY 2023 · ESOP

Action Sales Employee Stock Ownership Plan · $56M · 140 · 87th

  • NET $56M
  • BOOK 140
  • VS-ST 87th
  • BOY ESOP
  • SCH near Lerch Bates Inc. Employee Stock Ownership Plan and Trust
  • EBSA ind #5562

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 →

Action Sales Employee Stock Ownership Plan in the asset neighbourhood

Alatrade Foods Holdings, Inc. Employee Stock Ownership PlanAlatrade Foods Holdings, Inc…$57MLerch Bates Inc. Employee Stock Ownership Plan and TrustLerch Bates Inc. Employee St…$56MAction Sales Employee Stock Ownership PlanAction Sales Employee Stock …$56MBsc Ventures Holdings, Inc. Employee Stock Ownership PlanBsc Ventures Holdings, Inc. …$56MHargrove Holding Company, Inc Teammate Stock Ownership PlanHargrove Holding Company, In…$56M
End-of-year total assets ($M) among Action Sales Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$30M
Net Income$16M
Employer EIN954655620
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jc Foodservice, Inc.)

Sponsor-wide plan assets over time

All Jc Foodservice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 21.97011270367072% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $78M $95.2M ▲ +22.0%
Year Plans Participants Total Assets
2022 3 406 $78M
2023 2 268 $76M
2024 2 284 $95M

Nearby ESOP Plans in California

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

Action Sales Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Action Sales Employee Stock Ownership Plan, Total assets ($B): 0.056412897 · Participants: 140Action Sales 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
Action Sales Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Action Sales Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Lerch Bates Inc. Employee Stock Ownership Plan and Trust in CO ($56M); by covered participants it is Iron Woman Employee Stock Ownership Plan in CO (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Action Sales Employee Stock Ownership Plan assets move in 2023? ▼
Action Sales Employee Stock Ownership Plan surged - up 35.0% during 2023, from $42M to $56M. Reported net income was $16M.
How have Jc Foodservice, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jc Foodservice, Inc.'s sponsor-wide assets grew 22.0%, from $78M to $95M.
Where does Action Sales Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Action Sales Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Action Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lerch Bates Inc. Employee Stock Ownership Plan and Trust in CO ($56M, 351 participants).
Which ESOP plans cover a similar participant headcount to Action Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Iron Woman Employee Stock Ownership Plan in CO (140 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 954655620.

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.