ESOP · DOL Form 5500 · 2023

Jeffco Flooring & Supply, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
27
Participants Small participant base
56th
Percentile by assets National rank
$332,229
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan · Sponsored by Jeffco Flooring & Supply, Inc. · Tennessee · Wholesale Trade

$9M in assets, 27 participants

Jeffco Flooring & Supply, Inc.'s Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan reported $9M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,993 in Wholesale Trade (6,309 peers)

Jeffco Flooring & Supply, Inc. multi-year trail

Jeffco Flooring & Supply, Inc.'s plans moved -16.7% in assets from 2022 to 2024; this filing shows Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan at $9M / 27 participants.

#2,993
in Wholesale Trade (6,309 peers)
-3.1%
assets change YoY

The plan reported a net loss of $269K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,970,184 Top 44% higher than 56% 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

Jeffco Flooring & Supply, 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. Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan reported net income fell from $650K in the plan year 2022 filing to -$269K in the plan year 2023 filing.
  • Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan reported participants rose from 26 in the plan year 2022 filing to 27 in the plan year 2023 filing.
  • Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621645103 · Jeffco Flooring & Supply, Inc. PY 2023 · ESOP

Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan · $9M · 27 · 56th

  • NET $9M
  • BOOK 27
  • VS-ST 56th
  • BOY ESOP
  • SCH near Palmer Engineering, Co. Employee Stock Ownership Plan & Trust Agreement
  • EBSA ind #2993

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 Tennessee →

Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Birdseye Building Company Employee Stock Ownership PlanBirdseye Building Company Em…$9MJeffco Flooring & Supply, Inc. Employee Stock Ownership PlanJeffco Flooring & Supply, In…$9MPalmer Engineering, Co. Employee Stock Ownership Plan & Trust AgreementPalmer Engineering, Co. Empl…$9MAlta Language Services, Inc. Employee Stock Ownership PlanAlta Language Services, Inc.…$9MComprehensive Program Services, Inc. Employee Stock Ownership PlanComprehensive Program Servic…$9M
End-of-year total assets ($M) among Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Jeffco Flooring & Supply, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jeffco Flooring & Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 16.71987041036717% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $9.26M $7.71M ▼ -16.7%
Year Plans Participants Total Assets
2022 1 26 $9M
2023 1 27 $9M
2024 1 26 $8M

Jeffco Flooring & Supply, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$269K
Employer EIN621645103
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.970184 · Participants: 27Jeffco Flooring & Supply, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

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

Outside Tennessee, the nearest ESOP by assets is Palmer Engineering, Co. Employee Stock Ownership Plan & Trust Agreement in KY ($9M); by covered participants it is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants). Same-state nearby plans are listed separately above.

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 Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan assets move in 2023?
Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan edged down modestly - down 3.1% during 2023, from $9M to $9M. Reported net income was -$269K.
How have Jeffco Flooring & Supply, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jeffco Flooring & Supply, Inc.'s sponsor-wide assets declined 16.7%, from $9M to $8M.
Which ESOP plans are similar in size to Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Palmer Engineering, Co. Employee Stock Ownership Plan & Trust Agreement in KY ($9M, 89 participants).
Which ESOP plans cover a similar participant headcount to Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants, $13M in assets).