Other
2023 plan-year Other DOL Form 5500

Jcs Family, Inc Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jcs Family, Inc · Pennsylvania · Professional & Technical Services

What the 2023 filing shows

Jcs Family, Inc Employee Stock Ownership Plan holds $23M for 351 participants — about $64,729 per participant, up 30.9% over the 2023 plan year.

$23M
total plan assets (2023 EOY)
351
covered participants
$64,729
avg assets per participant
+30.9%
assets growth YoY
Total Assets (2023)
$23M
Participants
351
State
Industry
Professional & Technical Services

What the Filing Says About Jcs Family, Inc Employee Stock Ownership Plan

Jcs Family, Inc Employee Stock Ownership Plan is a Other retirement plan sponsored by Jcs Family, Inc, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 351 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 352681496, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2023 to $23M at year-end — a gain of 30.9%. Net assets (after liabilities) closed the year at $22M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$23M
Net Assets (End of Year)$22M
Net Income$5M
Plan TypeOther
Employer EIN352681496
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jcs Family, Inc)

Year Plans Participants Total Assets
2022 1 393 $17M
2023 1 351 $23M
2024 1 487 $23M

Nearby Other Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Jcs Family, Inc Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Jcs Family, Inc Employee Stock Ownership Plan holds $23M in total assets with 351 participants. It is sponsored by Jcs Family, Inc.
What type of plan is Jcs Family, Inc Employee Stock Ownership Plan?
Jcs Family, Inc Employee Stock Ownership Plan is a Other plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 352681496.
Who sponsors the Jcs Family, Inc Employee Stock Ownership Plan?
Jcs Family, Inc Employee Stock Ownership Plan is sponsored by Jcs Family, Inc, located in Pennsylvania. The sponsor's EIN is 352681496 and the plan operates in the Professional & Technical Services industry.
How did Jcs Family, Inc Employee Stock Ownership Plan perform in 2023?
Jcs Family, Inc Employee Stock Ownership Plan grew by 30.9% during 2023, moving from $17M to $23M in total assets. Net income was $5M.
Where can I find official filings for Jcs Family, Inc Employee Stock Ownership Plan?
Official Form 5500 filings for Jcs Family, Inc Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 352681496 or plan name at efast.dol.gov.
How does Jcs Family, Inc Employee Stock Ownership Plan compare to other plans?
You can compare Jcs Family, Inc Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 352681496.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.