ESOP · DOL Form 5500 · 2023

Jay Franco & Sons, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
85
Participants Small participant base
31st
Percentile by assets National rank
$24,277
Avg per participant Low balance/head
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Official DOL plan name: Jay Franco & Sons, Inc. Employee Stock Ownership Plan · Sponsored by Jay Franco & Sons, Inc. · New York · Wholesale Trade

$2M in assets, 85 participants

Jay Franco & Sons, Inc.'s Jay Franco & Sons, Inc. Employee Stock Ownership Plan reported $2M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,264 in Wholesale Trade (6,309 peers)

Jay Franco & Sons, Inc. multi-year trail

Jay Franco & Sons, Inc.'s plans moved +33.7% in assets from 2022 to 2024; this filing shows Jay Franco & Sons, Inc. Employee Stock Ownership Plan at $2M / 85 participants.

#1,264
in Wholesale Trade (6,309 peers)
-4.1%
assets change YoY

The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jay Franco & Sons, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Jay Franco & Sons, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,063,552 31st percentile higher than 31% 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

Jay Franco & Sons, 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. Jay Franco & Sons, Inc. Employee Stock Ownership Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jay Franco & Sons, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to -$88K in the plan year 2023 filing.
  • Jay Franco & Sons, Inc. Employee Stock Ownership Plan reported participants fell from 97 in the plan year 2022 filing to 85 in the plan year 2023 filing.
  • Jay Franco & Sons, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132501133 · Jay Franco & Sons, Inc. PY 2023 · ESOP

Jay Franco & Sons, Inc. Employee Stock Ownership Plan · $2M · 85 · 31st

  • PART $2M
  • TYPE 85
  • NET 31st
  • BOOK ESOP
  • VS-ST near Brown Construction, Inc. Employee Stock Ownership Plan
  • BOY ind #1264

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 New York →

Jay Franco & Sons, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Brown Construction, Inc. Employee Stock Ownership PlanBrown Construction, Inc. Emp…$2MW.P.E., Inc. Employee Stock Ownership PlanW.P.E., Inc. Employee Stock …$2MPayne Publishers Employee Stock Ownership Plan TruPayne Publishers Employee St…$2MMeyers Consulting Engineers Corporation ESOPMeyers Consulting Engineers …$2MJay Franco & Sons, Inc. Employee Stock Ownership PlanJay Franco & Sons, Inc. Empl…$2M
End-of-year total assets ($M) among Jay Franco & Sons, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Jay Franco & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jay Franco & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.719999837635% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.13M $10.9M ▲ +33.7%
Year Plans Participants Total Assets
2022 2 184 $8M
2023 2 184 $9M
2024 2 184 $11M

Jay Franco & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$88K
Employer EIN132501133
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Jay Franco & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Jay Franco & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.063552 · Participants: 85Jay Franco & Sons, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Jay Franco & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Jay Franco & Sons, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jay Franco & Sons, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Brown Construction, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Citadel Environmental Services, Inc. Employee Stock Ownership Plan in CA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Jay Franco & Sons, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Jay Franco & Sons, Inc. Employee Stock Ownership Plan edged down modestly - down 4.1% during 2023, from $2M to $2M. Reported net income was -$88K.
How have Jay Franco & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jay Franco & Sons, Inc.'s sponsor-wide assets grew 33.7%, from $8M to $11M.
Which ESOP plans are similar in size to Jay Franco & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brown Construction, Inc. Employee Stock Ownership Plan in CA ($2M, 118 participants).
Which ESOP plans cover a similar participant headcount to Jay Franco & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Citadel Environmental Services, Inc. Employee Stock Ownership Plan in CA (85 participants, $9M 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 132501133.

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.