J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 16, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jfn Mechanical Contracting, Inc. · Arizona · Construction

What the 2023 filing shows

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan holds $17M for 253 participants — about $68,034 per participant.

$17M
total plan assets (2022 EOY): 253
covered participants: $68,034
avg assets per participant: $-41,087,830
reported net income

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.

Total Assets (2023)

$17M

Participants

253

State

Arizona

Industry

Construction

What the Filing Says About J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Jfn Mechanical Contracting, Inc., headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 253 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 860813571, and the plan has been effective since 2022-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to $17M at year-end. Net assets (after liabilities) closed the year at $-41,087,830, with reported net income of $-41,087,830 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	N/A
Total Assets (End of Year)	$17M
Net Assets (End of Year)	$-41,087,830
Net Income	$-41,087,830
Plan Type	Other
Employer EIN	860813571
Plan Effective Date	2022-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jfn Mechanical Contracting, Inc.)

Year	Plans	Participants	Total Assets
2022	1	253	$17M
2023	1	218	$45M

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Related Data

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Frequently Asked Questions

How much money is in the J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan? ▼

As of the 2022 Form 5500 filing, J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan holds $17M in total assets with 253 participants. It is sponsored by Jfn Mechanical Contracting, Inc..

What type of plan is J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan? ▼

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2022-11-01. The plan is filed with the U.S. Department of Labor under EIN 860813571.

Who sponsors the J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan? ▼

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan is sponsored by Jfn Mechanical Contracting, Inc., located in Arizona. The sponsor's EIN is 860813571 and the plan operates in the Construction industry.

How did J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan perform in 2022? ▼

J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan held $17M in total assets at the end of 2022. Net income was $-41,087,830.

Where can I find official filings for J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan? ▼

Official Form 5500 filings for J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860813571 or plan name at efast.dol.gov.

How does J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan compare to other plans? ▼

You can compare J.F.N. Mechanical Contracting, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.