ESOP · DOL Form 5500 · 2023

Jrm Construction Management ESOP

Data updated 2026-08-25

$146M
Total assets Near avg plan size
536
Participants Below avg headcount
93rd
Percentile by assets National rank
$273,241
Avg per participant High balance/head
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Official DOL plan name: Jrm Construction Management Employee Stock Ownership Plan · Sponsored by Jrm Construction Management · New York · Construction

$146M in assets, 536 participants

Jrm Construction Management's Jrm Construction Management Employee Stock Ownership Plan reported $146M in total assets and 536 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,301 in Construction (9,030 peers)

Where Jrm Construction Management Employee Stock Ownership Plan sits by assets

Jrm Construction Management Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $146M for 536 participants (~$273,241/participant), up 20.5% in 2023.

#8,301
in Construction (9,030 peers)
+20.5%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Jrm Construction Management Employee Stock Ownership Plan's outsized position by total assets

Jrm Construction Management Employee Stock Ownership Plan vs every filed plan by assets

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

$146,457,000 Top 7% higher than 93% 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

Jrm Construction Management 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. Jrm Construction Management Employee Stock Ownership Plan sits mid-pack in the medium band (536 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jrm Construction Management Employee Stock Ownership Plan reported net income rose from $20M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Jrm Construction Management Employee Stock Ownership Plan end-of-year assets rose from $121M in the plan year 2022 filing to $146M in the plan year 2023 filing.
  • Jrm Construction Management Employee Stock Ownership Plan reported participants rose from 467 in the plan year 2022 filing to 536 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208783504 · Jrm Construction Management PY 2023 · ESOP

Jrm Construction Management Employee Stock Ownership Plan · $146M · 536 · 93rd

  • ASSETS $146M
  • PCT 536
  • EIN 93rd
  • RANK ESOP
  • PHOTO near Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan
  • IND ind #8301

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 New York →

Jrm Construction Management Employee Stock Ownership Plan in the asset neighbourhood

Employee Owned Holdings, Inc. Employee Stock Ownership PlanEmployee Owned Holdings, Inc…$148MBancfirst Corporation Employee Stock Ownership PlanBancfirst Corporation Employ…$147MStock Yards Bank & Trust Company 401(k) EmployeeStock Yards Bank & Trust Com…$147MRancho Mesquite Casino, Inc. Employee Stock Ownership PlanRancho Mesquite Casino, Inc.…$146MJrm Construction Management Employee Stock Ownership PlanJrm Construction Management …$146M
End-of-year total assets ($M) among Jrm Construction Management Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$43M
Net Income$28M
Employer EIN208783504
Plan Effective Date2018-08-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Jrm Construction Management)

Sponsor-wide plan assets over time

All Jrm Construction Management plans reported in each filing year

Latest sponsor-wide plan assets
$219M 42.20300105924776% vs 2022
2024 filing year
$140M$160M$180M$200M$220M$240M 202220232024 $154M $219M ▲ +42.2%
Year Plans Participants Total Assets
2022 2 865 $154M
2023 2 1,006 $191M
2024 2 1,082 $219M

Nearby ESOP Plans in New York

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

Jrm Construction Management Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Jrm Construction Management Employee Stock Ownership Plan, Total assets ($M): 146.457 · Participants: 536Jrm Construction Management Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Jrm Construction Management Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Jrm Construction Management Employee Stock Ownership Plan side-by-side with 3 peers →

Jrm Construction Management Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan in NV ($146M); by covered participants it is Cv Industries, Inc. Employee Stock Ownership Plan in NC (536 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (536 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 Jrm Construction Management Employee Stock Ownership Plan assets move in 2023? ▼
Jrm Construction Management Employee Stock Ownership Plan grew sharply - up 20.5% during 2023, from $121M to $146M. Reported net income was $28M.
How have Jrm Construction Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jrm Construction Management's sponsor-wide assets grew 42.2%, from $154M to $219M.
Where does Jrm Construction Management Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jrm Construction Management Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Jrm Construction Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan in NV ($146M, 422 participants).
Which ESOP plans cover a similar participant headcount to Jrm Construction Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cv Industries, Inc. Employee Stock Ownership Plan in NC (536 participants, $63M 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 208783504.

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.