ESOP · DOL Form 5500 · 2023

Jenkins Services, Inc. & Affiliates ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
358
Participants Below avg headcount
53rd
Percentile by assets National rank
$21,567
Avg per participant Low balance/head
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Official DOL plan name: Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust · Sponsored by Jenkins Services, Inc. & Affiliates · Virginia · Construction

$8M in assets, 358 participants

Jenkins Services, Inc. & Affiliates's Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust reported $8M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #4,646 in Construction (9,030 peers)

Coverage in Virginia

Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust covers 358 participants in Virginia, about 46% of the average Virginia filer (state average ~782 per filing). Assets: $8M.

#4,646
in Construction (9,030 peers)
+16.6%
assets growth YoY

Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust's mid-pack asset rank among Construction and all filers

Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$7,720,828 Top 47% higher than 53% 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

Jenkins Services, Inc. & Affiliates 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. Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust reported net income rose from $818K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust reported participants rose from 319 in the plan year 2022 filing to 358 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262346163 · Jenkins Services, Inc. & Affiliates PY 2023 · ESOP

Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust · $8M · 358 · 53rd

  • BOOK $8M
  • VS-ST 358
  • BOY 53rd
  • SCH ESOP
  • EBSA near Sun Electric, Inc. Profit Sharing and Retirement Plan
  • PART ind #4646

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 Virginia →

Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust in the asset neighbourhood

Helix Environmental Planning, Inc. Employee Stock Ownership PlanHelix Environmental Planning…$8MGround Engineering Consultants, Inc. Employee Stock Ownership PlanGround Engineering Consultan…$8MJenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and TrustJenkins Services, Inc. & Aff…$8MSun Electric, Inc. Profit Sharing and Retirement PlanSun Electric, Inc. Profit Sh…$8MCommodity Control Corporation Employee Stock Ownership PlanCommodity Control Corporatio…$8M
End-of-year total assets ($M) among Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN262346163
Plan Effective Date2017-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jenkins Services, Inc. & Affiliates)

Sponsor-wide plan assets over time

All Jenkins Services, Inc. & Affiliates plans reported in each filing year

Latest sponsor-wide plan assets
$21M 31.09652133498396% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.3M $21.4M ▲ +31.1%
Year Plans Participants Total Assets
2022 2 581 $16M
2023 2 724 $21M
2024 2 813 $21M

Nearby ESOP Plans in Virginia

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

Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.5 Total assets ($B) Participants Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust, Total assets ($B): 0.007720828 · Participants: 358Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Sun Electric, Inc. Profit Sharing and Retirement Plan in ND ($8M); by covered participants it is Flywheel Employee Stock Ownership Plan in WI (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust grew sharply - up 16.6% during 2023, from $7M to $8M. Reported net income was $1M.
How have Jenkins Services, Inc. & Affiliates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jenkins Services, Inc. & Affiliates's sponsor-wide assets grew 31.1%, from $16M to $21M.
Which ESOP plans are similar in size to Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Sun Electric, Inc. Profit Sharing and Retirement Plan in ND ($8M, 43 participants).
Which ESOP plans cover a similar participant headcount to Jenkins Services, Inc. & Affiliates Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Flywheel Employee Stock Ownership Plan in WI (358 participants, $35M 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 262346163.

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.