ESOP · DOL Form 5500 · 2023

Jerry's Building Materials, Inc ESOP

Data updated 2026-08-11

$65M
Total assets: 282
Participants: 88th
Percentile by assets: $230,220
Avg per participant

Official DOL plan name: Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Jerry's Building Materials, Inc · Oregon · Retail Trade

$65M in assets, 282 participants

Jerry's Building Materials, Inc's Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust reported $65M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 127,072 plans)
#7,853 in Retail Trade (8,414 peers)

Where Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust sits by assets

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $65M for 282 participants (~$230,220/participant), up 2.1% in 2023.

$65M
total plan assets (2023 EOY): 282
covered participants: 88th
percentile by assets (of 127,072 plans): $230,220
avg assets per participant

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 300 in the plan year 2022 filing to 282 in the plan year 2023 filing.
Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $64M in the plan year 2022 filing to $65M in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Oregon

Industry

Retail Trade

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust vs the 2023 asset distribution

By assets, Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$64M
Net Assets (End of Year)	$56M
Net Income	$2M
Employer EIN	930612307
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jerry's Building Materials, Inc)

Total plan assets by year, all Jerry's Building Materials, Inc plans on file

Year	Plans	Participants	Total Assets
2022	2	614	$78M
2023	2	579	$82M
2024	2	618	$87M

Nearby ESOP Plans in Oregon

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

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $236M · 580
Bi-Mart Corporation Employee Stock Ownership Plan $210M · 1,981
Pacific Industrial Corp. Employee Stock Ownership Plan $204M · 71
Key Knife, Inc. Employee Stock Ownership Plan $168M · 69
Northwest Pump & Equipment Co. Employee Stock Ownership Plan $73M · 200

Compare Jerry's Building Materials, Inc. Employe… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Fema Corporation Employee Stock Ownership Plan (MI) $65M · 252
Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan (MD) $65M · 317
Icr Inc. Employee Stock Ownership Plan (CO) $64M · 403
Cemen Tech Holdings, Inc. Employee Stock Ownership Plan (IA) $64M · 170

Frequently Asked Questions

How did Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 2.1% during 2023, from $64M to $65M. Reported net income was $2M.

How have Jerry's Building Materials, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jerry's Building Materials, Inc's sponsor-wide assets grew 11.5%, from $78M to $87M.

Where does Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust ranks in the 88th 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 Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Fema Corporation Employee Stock Ownership Plan in MI ($65M, 252 participants).

Next read for Jerry's Building Materials, Inc. Employe…

Scale reading

Ways to act on Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust 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 Oregon. Compare plans
Jerry's Building Materials, Inc's sponsor-wide assets have grown 11.5% since 2022 across 3 plan years on file. More Retail Trade plans

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 930612307.