ESOP · DOL Form 5500 · 2023

Jrm Construction Management ESOP

Data updated 2026-08-11

$146M
Total assets: 536
Participants: 93rd
Percentile by assets: $273,241
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$146M
total plan assets (2023 EOY): 536
covered participants: 93rd
percentile by assets (of 127,072 plans): $273,241
avg assets per participant

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 →

State

New York

Industry

Construction

Jrm Construction Management Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Jrm Construction Management Employee Stock Ownership Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$121M
Net Assets (End of Year)	$43M
Net Income	$28M
Employer EIN	208783504
Plan Effective Date	2018-08-03
Filing Status	FILING RECEIVED

Sponsor Plan History (Jrm Construction Management)

Total plan assets by year, all Jrm Construction Management plans on file

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

Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93

Compare Jrm Construction Management Employee Sto… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Jrm Construction Management Employee Stock Ownership Plan by total assets, not by location.

Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan (NV) $146M · 422
Stock Yards Bank & Trust Company 401(k) Employee (KY) $147M · 1,080
Bancfirst Corporation Employee Stock Ownership Plan (OK) $147M · 1,631
Employee Owned Holdings, Inc. Employee Stock Ownership Plan (TX) $148M · 304

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).

Next read for Jrm Construction Management Employee Sto…

Scale reading

Ways to act on Jrm Construction Management Employee Stock Ownership Plan's numbers.

By total assets, Jrm Construction Management Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
Jrm Construction Management's sponsor-wide assets have grown 42.2% since 2022 across 3 plan years on file. More Construction 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 208783504.