ESOP · DOL Form 5500 · 2023

Jorgensen & Sons, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
133
Participants Small participant base
51st
Percentile by assets National rank
$52,005
Avg per participant Low balance/head
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Official DOL plan name: Jorgensen & Co. Employee Stock Ownership Plan and Trust · Sponsored by Jorgensen & Sons, Inc. · California · Manufacturing

$7M in assets, 133 participants

Jorgensen & Sons, Inc.'s Jorgensen & Co. Employee Stock Ownership Plan and Trust reported $7M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,543 in Manufacturing (18,722 peers)

Coverage in California

Jorgensen & Co. Employee Stock Ownership Plan and Trust covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $7M.

#6,543
in Manufacturing (18,722 peers)
+11.7%
assets growth YoY

Jorgensen & Co. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Jorgensen & Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,916,704 Top 49% higher than 51% 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

Jorgensen & Co. 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. Jorgensen & Co. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jorgensen & Co. Employee Stock Ownership Plan and Trust reported net income rose from $177K in the plan year 2022 filing to $724K in the plan year 2023 filing.
  • Jorgensen & Co. Employee Stock Ownership Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941477041 · Jorgensen & Sons, Inc. PY 2023 · ESOP

Jorgensen & Co. Employee Stock Ownership Plan and Trust · $7M · 133 · 51st

  • SCH $7M
  • EBSA 133
  • PART 51st
  • TYPE ESOP
  • NET near Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust
  • BOOK ind #6543

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 California →

Jorgensen & Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood

American Floor Covering, Inc. Employee Stock Ownership PlanAmerican Floor Covering, Inc…$7MBalke Brown Transwestern, Inc. Employee Stock Ownership PlanBalke Brown Transwestern, In…$7MJorgensen & Co. Employee Stock Ownership Plan and TrustJorgensen & Co. Employee Sto…$7MNormandeau Associates, Inc. Employee Stock Ownership Plan and TrustNormandeau Associates, Inc. …$7MMaclease, Inc. Employee Stock Ownership PlanMaclease, Inc. Employee Stoc…$7M
End-of-year total assets ($M) among Jorgensen & Co. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$724K
Employer EIN941477041
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jorgensen & Sons, Inc.)

Sponsor-wide plan assets over time

All Jorgensen & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 11.113600105007446% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.4M $11.5M ▲ +11.1%
Year Plans Participants Total Assets
2022 2 265 $10M
2023 2 265 $11M
2024 2 280 $12M

Nearby ESOP Plans in California

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

Jorgensen & Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Jorgensen & Co. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.006916704 · Participants: 133Jorgensen & Co. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Jorgensen & Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Jorgensen & Co. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Jorgensen & Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust in NH ($7M); by covered participants it is Assurance Mfg Co. Inc. Employee Stock Ownership Plan and Trust in MN (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Jorgensen & Co. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Jorgensen & Co. Employee Stock Ownership Plan and Trust grew at a solid clip - up 11.7% during 2023, from $6M to $7M. Reported net income was $724K.
How have Jorgensen & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorgensen & Sons, Inc.'s sponsor-wide assets grew 11.1%, from $10M to $12M.
Which ESOP plans are similar in size to Jorgensen & Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust in NH ($7M, 101 participants).
Which ESOP plans cover a similar participant headcount to Jorgensen & Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Assurance Mfg Co. Inc. Employee Stock Ownership Plan and Trust in MN (133 participants, $47M 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 941477041.

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.