ESOP · DOL Form 5500 · 2023

Jcs Family, Inc ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
351
Participants Below avg headcount
75th
Percentile by assets National rank
$64,729
Avg per participant Low balance/head
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Official DOL plan name: Jcs Family, Inc Employee Stock Ownership Plan · Sponsored by Jcs Family, Inc · Pennsylvania · Professional & Technical Services

$23M in assets, 351 participants

Jcs Family, Inc's Jcs Family, Inc Employee Stock Ownership Plan reported $23M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,242 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Jcs Family, Inc Employee Stock Ownership Plan covers 351 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#15,242
in Professional & Technical Services (20,321 peers)
+30.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Jcs Family, Inc Employee Stock Ownership Plan's outsized position by total assets

Jcs Family, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$22,720,000 Top 25% higher than 75% 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

Jcs Family, Inc 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. Jcs Family, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jcs Family, Inc Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Jcs Family, Inc Employee Stock Ownership Plan reported participants fell from 393 in the plan year 2022 filing to 351 in the plan year 2023 filing.
  • Jcs Family, Inc Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352681496 · Jcs Family, Inc PY 2023 · ESOP

Jcs Family, Inc Employee Stock Ownership Plan · $23M · 351 · 75th

  • EOY $23M
  • 5500 351
  • ASSETS 75th
  • PCT ESOP
  • EIN near Ldj Manufacturing, Inc. Employee Stock Ownership Plan
  • RANK ind #15242

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 Pennsylvania →

Jcs Family, Inc Employee Stock Ownership Plan in the asset neighbourhood

United Contractors, Inc. Employee Stock Ownership PlanUnited Contractors, Inc. Emp…$23MJcs Family, Inc Employee Stock Ownership PlanJcs Family, Inc Employee Sto…$23MLdj Manufacturing, Inc. Employee Stock Ownership PlanLdj Manufacturing, Inc. Empl…$23MGibson Insurance Agency, Inc. Employee Stock Ownership PlanGibson Insurance Agency, Inc…$23MUscb, Inc. Employee Stock Ownership PlanUscb, Inc. Employee Stock Ow…$23M
End-of-year total assets ($M) among Jcs Family, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

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

Sponsor Plan History (Jcs Family, Inc)

Sponsor-wide plan assets over time

All Jcs Family, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 31.550466589861752% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $22.8M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 393 $17M
2023 1 351 $23M
2024 1 487 $23M

Nearby ESOP Plans in Pennsylvania

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

Jcs Family, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jcs Family, Inc Employee Stock Ownership Plan, Total assets ($B): 0.02272 · Participants: 351Jcs Family, Inc Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Jcs Family, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Jcs Family, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Jcs Family, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Ldj Manufacturing, Inc. Employee Stock Ownership Plan in IA ($23M); by covered participants it is Mangan, Inc. Employee Stock Ownership Plan in CA (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Jcs Family, Inc Employee Stock Ownership Plan assets move in 2023? ▼
Jcs Family, Inc Employee Stock Ownership Plan surged - up 30.9% during 2023, from $17M to $23M. Reported net income was $5M.
How have Jcs Family, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jcs Family, Inc's sponsor-wide assets grew 31.6%, from $17M to $23M.
Where does Jcs Family, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jcs Family, Inc Employee Stock Ownership Plan ranks in the 75th 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 Jcs Family, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ldj Manufacturing, Inc. Employee Stock Ownership Plan in IA ($23M, 85 participants).
Which ESOP plans cover a similar participant headcount to Jcs Family, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mangan, Inc. Employee Stock Ownership Plan in CA (351 participants, $37M 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 352681496.

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.