ESOP · DOL Form 5500 · 2022

Jfn Mechanical Contracting, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
253
Participants Below avg headcount
75th
Percentile by assets National rank
$68,034
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan · Sponsored by Jfn Mechanical Contracting, Inc. · Arizona · Construction

$17M in assets, 253 participants

Jfn Mechanical Contracting, Inc.'s J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan reported $17M in total assets and 253 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,398 in Construction (9,927 peers)

Coverage in Arizona

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan covers 253 participants in Arizona, about 45% of the average Arizona filer (state average ~564 per filing). Assets: $17M.

#7,398
in Construction (9,927 peers)
-$41M
reported net income
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan's outsized position by total assets

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,212,500 Top 25% higher than 75% of 139,123 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 2022

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (253 participants).

Plan-year Form 5500 strip

Filing strip 860813571 · Jfn Mechanical Contracting, Inc. PY 2022 · ESOP

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan · $17M · 253 · 75th

  • EBSA $17M
  • EBSA 253
  • EBSA 75th
  • EBSA ESOP
  • EBSA near Toll Company Employee Stock Ownership Plan
  • EBSA ind #7398

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 Arizona →

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sos Service, Inc. Employee Stock Ownership PlanSos Service, Inc. Employee S…$17MToll Company Employee Stock Ownership PlanToll Company Employee Stock …$17MRoy's Holding's, Inc. Employee Stock Ownership PlanRoy's Holding's, Inc. Employ…$17MJ.F.N. Mechanical Contracting, Inc. Employee Stock Ownership PlanJ.F.N. Mechanical Contractin…$17MMorris & Associates, Inc. Employee Stock Ownership PlanMorris & Associates, Inc. Em…$17M
End-of-year total assets ($M) among J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$41M
Net Income-$41M
Employer EIN860813571
Plan Effective Date2022-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jfn Mechanical Contracting, Inc.)

Sponsor-wide plan assets over time

All Jfn Mechanical Contracting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 161.5424836601307% vs 2022
2023 filing year
$10M$20M$30M$40M$50M 20222023 $17.2M $45M ▲ +161.6%
Year Plans Participants Total Assets
2022 1 253 $17M
2023 1 218 $45M

Nearby ESOP Plans in Arizona

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

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan, Total assets ($M): 17.2125 · Participants: 253J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership Plan
J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Toll Company Employee Stock Ownership Plan in MN ($17M); by covered participants it is Dx Enterprises, Inc. Employee Stock Ownership Plan in IN (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Jfn Mechanical Contracting, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jfn Mechanical Contracting, Inc.'s sponsor-wide assets grew 161.5%, from $17M to $45M.
Where does J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Toll Company Employee Stock Ownership Plan in MN ($17M, 49 participants).
Which ESOP plans cover a similar participant headcount to J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dx Enterprises, Inc. Employee Stock Ownership Plan in IN (252 participants, $300K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860813571.

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.