ESOP · DOL Form 5500 · 2023

Jax, Inc. ESOP

Data updated 2026-08-25

$220K
Total assets Small plan by assets
277
Participants Below avg headcount
11th
Percentile by assets National rank
$796
Avg per participant Low balance/head
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Official DOL plan name: Jax Mercantile Co. Employee Stock Ownership Plan · Sponsored by Jax, Inc. · Colorado · Retail Trade

$220K in assets, 277 participants

Jax, Inc.'s Jax Mercantile Co. Employee Stock Ownership Plan reported $220K in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,559 in Retail Trade (8,414 peers)

Jax, Inc. multi-year trail

Jax, Inc.'s plans moved +12.1% in assets from 2022 to 2024; this filing shows Jax Mercantile Co. Employee Stock Ownership Plan at $220K / 277 participants.

#1,559
in Retail Trade (8,414 peers)
-11.7%
assets change YoY

Jax Mercantile Co. Employee Stock Ownership Plan among the smaller filed plans by assets

Jax Mercantile Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$220,425 11th percentile higher than 11% 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

Jax Mercantile Co. 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. Jax Mercantile Co. Employee Stock Ownership Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jax Mercantile Co. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $32K in the plan year 2023 filing.
  • Jax Mercantile Co. Employee Stock Ownership Plan reported participants rose from 220 in the plan year 2022 filing to 277 in the plan year 2023 filing.
  • Jax Mercantile Co. Employee Stock Ownership Plan end-of-year assets fell from $250K in the plan year 2022 filing to $220K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841087636 · Jax, Inc. PY 2023 · ESOP

Jax Mercantile Co. Employee Stock Ownership Plan · $220K · 277 · 11th

  • SCH $220K
  • EBSA 277
  • PART 11th
  • TYPE ESOP
  • NET near Hi-Heat Industries, Inc. Employee Stock Ownership Plan
  • BOOK ind #1559

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 Colorado →

Jax Mercantile Co. Employee Stock Ownership Plan in the asset neighbourhood

Jax Mercantile Co. Employee Stock Ownership PlanJax Mercantile Co. Employee …$220KHi-Heat Industries, Inc. Employee Stock Ownership PlanHi-Heat Industries, Inc. Emp…$220KZugara Inc. Employee Stock Ownership PlanZugara Inc. Employee Stock O…$221KKern River Brewing Company, Inc. Employee Stock Ownership PlanKern River Brewing Company, …$218KD.K. Gnuse Legacy Employee Stock Ownership PlanD.K. Gnuse Legacy Employee S…$217K
End-of-year total assets ($M) among Jax Mercantile Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Jax, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jax, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.135111238337586% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M 202220232024 $3.66M $4.11M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 511 $4M
2023 2 835 $4M
2024 2 623 $4M

Jax, Inc. filing trail (2023)

Total Assets (Beginning of Year)$250K
Net Assets (End of Year)-$1M
Net Income$32K
Employer EIN841087636
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Jax Mercantile Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 -1000100200300400500 Total assets ($M) Participants Jax Mercantile Co. Employee Stock Ownership Plan, Total assets ($M): 0.220425 · Participants: 277Jax Mercantile Co. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Jax Mercantile Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Jax Mercantile Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Jax Mercantile Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Hi-Heat Industries, Inc. Employee Stock Ownership Plan in MT ($220K); by covered participants it is Baker Electric Employee Stock Ownership Plan in CA (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Jax Mercantile Co. Employee Stock Ownership Plan assets move in 2023? ▼
Jax Mercantile Co. Employee Stock Ownership Plan pulled back noticeably - down 11.7% during 2023, from $250K to $220K. Reported net income was $32K.
How have Jax, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jax, Inc.'s sponsor-wide assets grew 12.1%, from $4M to $4M.
Where does Jax Mercantile Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jax Mercantile Co. Employee Stock Ownership Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Jax Mercantile Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hi-Heat Industries, Inc. Employee Stock Ownership Plan in MT ($220K, 54 participants).
Which ESOP plans cover a similar participant headcount to Jax Mercantile Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Baker Electric Employee Stock Ownership Plan in CA (277 participants, $13M 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 841087636.

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.