ESOP · DOL Form 5500 · 2023

Jcj Business Corp., Inc. and Affiliates ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
136
Participants Small participant base
80th
Percentile by assets National rank
$226,950
Avg per participant Above avg balance/head
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Official DOL plan name: Jcj Employee Stock Ownership Plan · Sponsored by Jcj Business Corp., Inc. and Affiliates · Connecticut · Professional & Technical Services

$31M in assets, 136 participants

Jcj Business Corp., Inc. and Affiliates's Jcj Employee Stock Ownership Plan reported $31M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,292 in Professional & Technical Services (20,321 peers)

Coverage in Connecticut

Jcj Employee Stock Ownership Plan covers 136 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $31M.

#16,292
in Professional & Technical Services (20,321 peers)
+2.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jcj Employee Stock Ownership Plan's outsized position by total assets

Jcj Employee Stock Ownership Plan vs every filed plan by assets

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

$30,865,224 Top 20% higher than 80% 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

Jcj 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. Jcj Employee Stock Ownership Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jcj Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2022 filing to $788K in the plan year 2023 filing.
  • Jcj Employee Stock Ownership Plan reported participants rose from 116 in the plan year 2022 filing to 136 in the plan year 2023 filing.
  • Jcj Employee Stock Ownership Plan end-of-year assets rose from $30M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060860963 · Jcj Business Corp., Inc. and Affiliates PY 2023 · ESOP

Jcj Employee Stock Ownership Plan · $31M · 136 · 80th

  • RANK $31M
  • PHOTO 136
  • IND 80th
  • EOY ESOP
  • 5500 near 501(c) Insurance Programs, Inc. ESOP
  • ASSETS ind #16292

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 Connecticut →

Jcj Employee Stock Ownership Plan in the asset neighbourhood

Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership PlanMidwest Bancorporation, Inc …$31MThe Graham Company Employee Stock Ownership PlanThe Graham Company Employee …$31MJcj Employee Stock Ownership PlanJcj Employee Stock Ownership…$31M501(c) Insurance Programs, Inc. ESOP501(c) Insurance Programs, I…$31MKkw Holdings, Inc. Employee Stock Ownership PlanKkw Holdings, Inc. Employee …$31M
End-of-year total assets ($M) among Jcj Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$31M
Net Income$788K
Employer EIN060860963
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jcj Business Corp., Inc. and Affiliates)

Sponsor-wide plan assets over time

All Jcj Business Corp., Inc. and Affiliates plans reported in each filing year

Latest sponsor-wide plan assets
$75M 28.652461521736644% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $58.5M $75.2M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 236 $58M
2023 2 292 $66M
2024 2 320 $75M

Nearby ESOP Plans in Connecticut

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

Jcj Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0100200300400500600 0100200300400 Total assets ($M) Participants Jcj Employee Stock Ownership Plan, Total assets ($M): 30.865224 · Participants: 136Jcj Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Jcj Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Jcj Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is 501(c) Insurance Programs, Inc. ESOP in CA ($31M); by covered participants it is Metcut Employee Stock Ownership Trust in OH (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Jcj Employee Stock Ownership Plan assets move in 2023? ▼
Jcj Employee Stock Ownership Plan edged up modestly - up 2.6% during 2023, from $30M to $31M. Reported net income was $788K.
How have Jcj Business Corp., Inc. and Affiliates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jcj Business Corp., Inc. and Affiliates's sponsor-wide assets grew 28.7%, from $58M to $75M.
Where does Jcj Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jcj Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Jcj Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is 501(c) Insurance Programs, Inc. ESOP in CA ($31M, 23 participants).
Which ESOP plans cover a similar participant headcount to Jcj Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Metcut Employee Stock Ownership Trust in OH (136 participants, $30M 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 060860963.

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.