ESOP · DOL Form 5500 · 2023

Jacksons Hardware, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
50
Participants Small participant base
43rd
Percentile by assets National rank
$95,571
Avg per participant Below avg balance/head
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Official DOL plan name: Jackson's Hardware, Inc. Employee Stock Ownership Plan · Sponsored by Jacksons Hardware, Inc. · California · Retail Trade

$5M in assets, 50 participants

Jacksons Hardware, Inc.'s Jackson's Hardware, Inc. Employee Stock Ownership Plan reported $5M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,547 in Retail Trade (8,414 peers)

What the 2023 filing shows

Jackson's Hardware, Inc. Employee Stock Ownership Plan holds $5M for 50 participants - about $95,571 per participant, in the lower half of filed plans by assets.

#4,547
in Retail Trade (8,414 peers)
+3.6%
assets growth YoY

Jackson's Hardware, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Jackson's Hardware, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,778,572 43rd percentile higher than 43% 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

Jackson's Hardware, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jackson's Hardware, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jackson's Hardware, Inc. Employee Stock Ownership Plan reported net income rose from -$976K in the plan year 2022 filing to $168K in the plan year 2023 filing.
  • Jackson's Hardware, Inc. Employee Stock Ownership Plan reported participants rose from 48 in the plan year 2022 filing to 50 in the plan year 2023 filing.
  • Jackson's Hardware, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941669730 · Jacksons Hardware, Inc. PY 2023 · ESOP

Jackson's Hardware, Inc. Employee Stock Ownership Plan · $5M · 50 · 43rd

  • PART $5M
  • TYPE 50
  • NET 43rd
  • BOOK ESOP
  • VS-ST near Teton Machine Company Employee Stock Ownership Plan
  • BOY ind #4547

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 →

Jackson's Hardware, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Jackson's Hardware, Inc. Employee Stock Ownership PlanJackson's Hardware, Inc. Emp…$5MTeton Machine Company Employee Stock Ownership PlanTeton Machine Company Employ…$5MIke Group Inc. Employee Stock Ownership PlanIke Group Inc. Employee Stoc…$5MThe Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.The Employee Stock Ownership…$5MGartland Foundry Company Inc. Employee Stock Ownership PlanGartland Foundry Company Inc…$5M
End-of-year total assets ($M) among Jackson's Hardware, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$168K
Employer EIN941669730
Plan Effective Date1972-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacksons Hardware, Inc.)

Sponsor-wide plan assets over time

All Jacksons Hardware, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.924406403528482% vs 2022
2024 filing year
$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.61M $4.84M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 48 $5M
2023 1 50 $5M
2024 1 48 $5M

Nearby ESOP Plans in California

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

Jackson's Hardware, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Jackson's Hardware, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004778572 · Participants: 50Jackson's Hardware, Inc. Employee Stock Ownership PlanParsons 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
Jackson's Hardware, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Jackson's Hardware, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jackson's Hardware, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Teton Machine Company Employee Stock Ownership Plan in ID ($5M); by covered participants it is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Jackson's Hardware, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Jackson's Hardware, Inc. Employee Stock Ownership Plan edged up modestly - up 3.6% during 2023, from $5M to $5M. Reported net income was $168K.
How have Jacksons Hardware, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacksons Hardware, Inc.'s sponsor-wide assets grew 4.9%, from $5M to $5M.
Which ESOP plans are similar in size to Jackson's Hardware, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Teton Machine Company Employee Stock Ownership Plan in ID ($5M, 37 participants).
Which ESOP plans cover a similar participant headcount to Jackson's Hardware, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants, $5M 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 941669730.

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.