ESOP · DOL Form 5500 · 2023

Jerry's Building Materials, Inc ESOP

Data updated 2026-08-25

$65M
Total assets Below avg plan size
282
Participants Below avg headcount
88th
Percentile by assets National rank
$230,220
Avg per participant Above avg balance/head
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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.

  • #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.

#7,853
in Retail Trade (8,414 peers)
+2.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$64,922,035 Top 12% higher than 88% 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

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust 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. Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 2022→2023 release diff →

DOL schedule card

Filing strip 930612307 · Jerry's Building Materials, Inc PY 2023 · ESOP

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust · $65M · 282 · 88th

  • NET $65M
  • BOOK 282
  • VS-ST 88th
  • BOY ESOP
  • SCH near Fema Corporation Employee Stock Ownership Plan
  • EBSA ind #7853

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 Oregon →

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership PlanHillis-Carnes Engineering As…$65MJerry's Building Materials, Inc. Employee Stock Ownership Plan and TrustJerry's Building Materials, …$65MFema Corporation Employee Stock Ownership PlanFema Corporation Employee St…$65MIcr Inc. Employee Stock Ownership PlanIcr Inc. Employee Stock Owne…$64MCemen Tech Holdings, Inc. Employee Stock Ownership PlanCemen Tech Holdings, Inc. Em…$64M
End-of-year total assets ($M) among Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$56M
Net Income$2M
Employer EIN930612307
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Jerry's Building Materials, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$87M 11.462745162748524% vs 2022
2024 filing year
$75M$80M$85M$90M 202220232024 $78.2M $87.2M ▲ +11.5%
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 Scatter plot of 6 data points. -50005001000150020002500 50100150200250 Total assets ($M) Participants Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 64.922035 · Participants: 282Jerry's Building Materials, Inc. Employee Stock Ownership Plan and TrustBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Fema Corporation Employee Stock Ownership Plan in MI ($65M); by covered participants it is Dx Enterprises, Inc. Employee Stock Ownership Plan in IN (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 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).
Which ESOP plans cover a similar participant headcount to Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Dx Enterprises, Inc. Employee Stock Ownership Plan in IN (282 participants, $370K 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 930612307.

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.