ESOP · DOL Form 5500 · 2023

Jacobson Consulting Applications ESOP

Data updated 2026-08-25

$272K
Total assets Small plan by assets
21
Participants Small participant base
13th
Percentile by assets National rank
$12,931
Avg per participant Low balance/head
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Official DOL plan name: Jacobson Consulting Applications Employee Stock Ownership Plan · Sponsored by Jacobson Consulting Applications · New York · Professional & Technical Services

$272K in assets, 21 participants

Jacobson Consulting Applications's Jacobson Consulting Applications Employee Stock Ownership Plan reported $272K in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,016 in Professional & Technical Services (20,321 peers)

Jacobson Consulting Applications multi-year trail

Jacobson Consulting Applications's plans moved +18.2% in assets from 2022 to 2024; this filing shows Jacobson Consulting Applications Employee Stock Ownership Plan at $272K / 21 participants.

#2,016
in Professional & Technical Services (20,321 peers)
+26.4%
assets growth YoY

Jacobson Consulting Applications Employee Stock Ownership Plan among the smaller filed plans by assets

Jacobson Consulting Applications Employee Stock Ownership Plan vs every filed plan by assets

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

$271,543 13th percentile higher than 13% 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

Jacobson Consulting Applications 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. Jacobson Consulting Applications Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacobson Consulting Applications Employee Stock Ownership Plan reported net income rose from -$62K in the plan year 2022 filing to $51K in the plan year 2023 filing.
  • Jacobson Consulting Applications Employee Stock Ownership Plan end-of-year assets rose from $215K in the plan year 2022 filing to $272K in the plan year 2023 filing.
  • Jacobson Consulting Applications Employee Stock Ownership Plan reported participants fell from 26 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133554998 · Jacobson Consulting Applications PY 2023 · ESOP

Jacobson Consulting Applications Employee Stock Ownership Plan · $272K · 21 · 13th

  • PART $272K
  • PART 21
  • PART 13th
  • PART ESOP
  • PART near Herregan Distributors, Inc. Employee Stock Ownership Plan
  • PART ind #2016

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 New York →

Jacobson Consulting Applications Employee Stock Ownership Plan in the asset neighbourhood

Kramer Mechanical Employee Stock Ownership PlanKramer Mechanical Employee S…$275KJacobson Consulting Applications Employee Stock Ownership PlanJacobson Consulting Applicat…$272KHerregan Distributors, Inc. Employee Stock Ownership PlanHerregan Distributors, Inc. …$270KEklind Tool Employee Stock Ownership PlanEklind Tool Employee Stock O…$269KLjt & Associates, Inc. Profit Sharing PlanLjt & Associates, Inc. Profi…$274K
End-of-year total assets ($M) among Jacobson Consulting Applications Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Jacobson Consulting Applications multi-year asset trail

Sponsor-wide plan assets over time

All Jacobson Consulting Applications plans reported in each filing year

Latest sponsor-wide plan assets
$254K 18.15516222266696% vs 2022
2024 filing year
$0.2M$0.22M$0.24M$0.26M$0.28M 202220232024 $0.21M $0.25M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 26 $215K
2023 1 21 $272K
2024 1 23 $254K

Jacobson Consulting Applications filing trail (2023)

Total Assets (Beginning of Year)$215K
Net Assets (End of Year)$262K
Net Income$51K
Employer EIN133554998
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Jacobson Consulting Applications Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Jacobson Consulting Applications Employee Stock Ownership Plan, Total assets ($M): 0.271543 · Participants: 21Jacobson Consulting Applications Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Jacobson Consulting Applications Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Jacobson Consulting Applications Employee Stock Ownership Plan side-by-side with 3 peers →

Jacobson Consulting Applications Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Herregan Distributors, Inc. Employee Stock Ownership Plan in MN ($270K); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Jacobson Consulting Applications Employee Stock Ownership Plan assets move in 2023? ▼
Jacobson Consulting Applications Employee Stock Ownership Plan grew sharply - up 26.4% during 2023, from $215K to $272K. Reported net income was $51K.
How have Jacobson Consulting Applications plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacobson Consulting Applications's sponsor-wide assets grew 18.2%, from $215K to $254K.
Where does Jacobson Consulting Applications Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jacobson Consulting Applications Employee Stock Ownership Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Jacobson Consulting Applications Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Herregan Distributors, Inc. Employee Stock Ownership Plan in MN ($270K, 151 participants).
Which ESOP plans cover a similar participant headcount to Jacobson Consulting Applications Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants, $11M 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 133554998.

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.