ESOP · DOL Form 5500 · 2023
Jcs Family, Inc ESOP
Data updated 2026-08-11
- $23M
- Total assets
- 351
- Participants
- 75th
- Percentile by assets
- $64,729
- Avg per participant
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.
- 75th percentile by assets (of 127,072 plans)
- #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.
- $23M
- total plan assets (2023 EOY)
- 351
- covered participants
- 75th
- percentile by assets (of 127,072 plans)
- $64,729
- avg assets per participant
Where Jcs Family, Inc Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Jcs Family, Inc Employee Stock Ownership Plan reports 351 participants - about 43% of that state average ($23M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $5M |
| Employer EIN | 352681496 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING 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 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
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Jcs Family, Inc Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Jcs Family, Inc Employee Stock Ownership Plan assets move in 2023? ▼
How have Jcs Family, Inc plan assets changed over time? ▼
Where does Jcs Family, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Jcs Family, Inc Employee Stock Ownership…
Filing takeaways
Ways to act on Jcs Family, Inc Employee Stock Ownership Plan's numbers.
- By total assets, Jcs Family, Inc Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Jcs Family, Inc's sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans