ESOP · DOL Form 5500 · 2024

R.W. Jenkins Automotive, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
N/A
Participants Small participant base
38th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan · Sponsored by R.W. Jenkins Automotive, Inc. · Indiana · Retail Trade

$4M in assets, N/A participants

R.W. Jenkins Automotive, Inc.'s R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan reported $4M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,931 in Retail Trade (8,048 peers)

R.W. Jenkins Automotive, Inc. multi-year trail

R.W. Jenkins Automotive, Inc.'s plans moved -30.6% in assets from 2022 to 2024; this filing shows R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan at $4M / N/A participants.

#3,931
in Retail Trade (8,048 peers)
+56.2%
assets growth YoY

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,863,241 38th percentile higher than 38% of 123,620 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 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 351413436 · R.W. Jenkins Automotive, Inc. PY 2024 · ESOP

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan · $4M · N/A · 38th

  • PART $4M
  • PART N/A
  • PART 38th
  • PART ESOP
  • PART near King's Medical Group Employees' Stock Ownership Plan and Trust
  • PART ind #3931

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 Indiana →

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Jg Development Employee Stock Ownership PlanJg Development Employee Stoc…$4MWesterman Employee Stock Ownership PlanWesterman Employee Stock Own…$4MR.W. Jenkins Automotive, Inc. Employee Stock Ownership PlanR.W. Jenkins Automotive, Inc…$4MKing's Medical Group Employees' Stock Ownership Plan and TrustKing's Medical Group Employe…$4MWater Systems Consultings, Inc. Employee Stock Ownership PlanWater Systems Consultings, I…$4M
End-of-year total assets ($M) among R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

R.W. Jenkins Automotive, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All R.W. Jenkins Automotive, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 30.559586870595083% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $5.56M $3.86M ▼ -30.6%
Year Plans Participants Total Assets
2022 1 74 $6M
2023 1 N/A $2M
2024 1 N/A $4M

R.W. Jenkins Automotive, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN351413436
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003863241 · Participants: 0R.W. Jenkins Automotive, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Indiana, the nearest ESOP by end-of-year assets is King's Medical Group Employees' Stock Ownership Plan and Trust in OH at $4M (this filing: $4M).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan assets move in 2024?
R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan surged - up 56.2% during 2024, from $2M to $4M. Reported net income was $1M.
How have R.W. Jenkins Automotive, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), R.W. Jenkins Automotive, Inc.'s sponsor-wide assets declined 30.6%, from $6M to $4M.
Which ESOP plans are similar in size to R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is King's Medical Group Employees' Stock Ownership Plan and Trust in OH ($4M, 34 participants).