ESOP · DOL Form 5500 · 2023

Jgms Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
33
Participants Small participant base
46th
Percentile by assets National rank
$169,497
Avg per participant Above avg balance/head
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Official DOL plan name: Jgms Employee Stock Ownership Plan · Sponsored by Jgms Inc. · Colorado · Professional & Technical Services

$6M in assets, 33 participants

Jgms Inc.'s Jgms Employee Stock Ownership Plan reported $6M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,053 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Jgms Employee Stock Ownership Plan holds $6M for 33 participants - about $169,497 per participant, in the lower half of filed plans by assets.

#9,053
in Professional & Technical Services (20,321 peers)
-5.0%
assets change YoY

The plan reported a net loss of $35K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jgms Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jgms Employee Stock Ownership Plan vs every filed plan by assets

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

$5,593,389 46th percentile higher than 46% 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

Jgms 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. Jgms Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jgms Employee Stock Ownership Plan reported net income fell from $422K in the plan year 2022 filing to -$35K in the plan year 2023 filing.
  • Jgms Employee Stock Ownership Plan reported participants fell from 35 in the plan year 2022 filing to 33 in the plan year 2023 filing.
  • Jgms Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841602906 · Jgms Inc. PY 2023 · ESOP

Jgms Employee Stock Ownership Plan · $6M · 33 · 46th

  • IND $6M
  • IND 33
  • IND 46th
  • IND ESOP
  • IND near Fusion Inc. Employee Stock Ownership Plan
  • IND ind #9053

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 Colorado →

Jgms Employee Stock Ownership Plan in the asset neighbourhood

Williams Tank Lines Employee Stock Ownership PlanWilliams Tank Lines Employee…$6MIroquois Federal Savings and Loan Association Employee Stock Ownership PlanIroquois Federal Savings and…$6MIndustrial Spring Corporation ESOPIndustrial Spring Corporatio…$6MJgms Employee Stock Ownership PlanJgms Employee Stock Ownershi…$6MFusion Inc. Employee Stock Ownership PlanFusion Inc. Employee Stock O…$6M
End-of-year total assets ($M) among Jgms Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income-$35K
Employer EIN841602906
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jgms Inc.)

Sponsor-wide plan assets over time

All Jgms Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 2.2483613361290256% vs 2022
2024 filing year
$5.5M$5.6M$5.7M$5.8M$5.9M$6M 202220232024 $5.89M $5.75M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 35 $6M
2023 1 33 $6M
2024 1 30 $6M

Nearby ESOP Plans in Colorado

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

Jgms Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Jgms Employee Stock Ownership Plan, Total assets ($M): 5.593389 · Participants: 33Jgms Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Jgms Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Jgms Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Fusion Inc. Employee Stock Ownership Plan in IA ($6M); by covered participants it is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Jgms Employee Stock Ownership Plan assets move in 2023? ▼
Jgms Employee Stock Ownership Plan edged down modestly - down 5.0% during 2023, from $6M to $6M. Reported net income was -$35K.
How have Jgms Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jgms Inc.'s sponsor-wide assets declined 2.2%, from $6M to $6M.
Which ESOP plans are similar in size to Jgms Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fusion Inc. Employee Stock Ownership Plan in IA ($6M, 25 participants).
Which ESOP plans cover a similar participant headcount to Jgms Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 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 841602906.

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.