ESOP · DOL Form 5500 · 2023

S&j Supply Company, Inc. ESOP

Data updated 2026-08-25

$55M
Total assets Below avg plan size
33
Participants Small participant base
87th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: S&j Supply Company, Inc. Employee Stock Ownership Plan · Sponsored by S&j Supply Company, Inc. · California · Wholesale Trade

$55M in assets, 33 participants

S&j Supply Company, Inc.'s S&j Supply Company, Inc. Employee Stock Ownership Plan reported $55M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,552 in Wholesale Trade (6,309 peers)

Where S&j Supply Company, Inc. Employee Stock Ownership Plan sits by assets

S&j Supply Company, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $55M for 33 participants (~$1.7M/participant), up 25.2% in 2023.

#5,552
in Wholesale Trade (6,309 peers)
+25.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

S&j Supply Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

S&j Supply Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$55,432,851 Top 13% higher than 87% 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

S&j Supply Company, 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. S&j Supply Company, Inc. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S&j Supply Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $44M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • S&j Supply Company, Inc. Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • S&j Supply Company, Inc. Employee Stock Ownership Plan reported participants rose from 29 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954399917 · S&j Supply Company, Inc. PY 2023 · ESOP

S&j Supply Company, Inc. Employee Stock Ownership Plan · $55M · 33 · 87th

  • PHOTO $55M
  • PHOTO 33
  • PHOTO 87th
  • PHOTO ESOP
  • PHOTO near J. P. Express Employee Stock Ownership Plan
  • PHOTO ind #5552

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 →

S&j Supply Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Swift & Staley Inc. Employee Stock Ownership PlanSwift & Staley Inc. Employee…$56MS&j Supply Company, Inc. Employee Stock Ownership PlanS&j Supply Company, Inc. Emp…$55MJ. P. Express Employee Stock Ownership PlanJ. P. Express Employee Stock…$55MTower Products ESOP$55MGlobal Vessel & Tank Holdco, Inc. Employee Stock Ownership PlanGlobal Vessel & Tank Holdco,…$55M
End-of-year total assets ($M) among S&j Supply Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$55M
Net Income$11M
Employer EIN954399917
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S&j Supply Company, Inc.)

Sponsor-wide plan assets over time

All S&j Supply Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 41.830472241449826% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.3M $62.8M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 29 $44M
2023 1 33 $55M
2024 1 32 $63M

Nearby ESOP Plans in California

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

S&j Supply Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants S&j Supply Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.055432851 · Participants: 33S&j Supply Company, 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
S&j Supply Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare S&j Supply Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

S&j Supply Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is J. P. Express Employee Stock Ownership Plan in NY ($55M); by covered participants it is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 S&j Supply Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
S&j Supply Company, Inc. Employee Stock Ownership Plan grew sharply - up 25.2% during 2023, from $44M to $55M. Reported net income was $11M.
How have S&j Supply Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S&j Supply Company, Inc.'s sponsor-wide assets grew 41.8%, from $44M to $63M.
Where does S&j Supply Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
S&j Supply Company, Inc. Employee Stock Ownership Plan ranks in the 87th 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 S&j Supply Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is J. P. Express Employee Stock Ownership Plan in NY ($55M, 233 participants).
Which ESOP plans cover a similar participant headcount to S&j Supply Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants, N/A 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 954399917.

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.