ESOP · DOL Form 5500 · 2024

Johnson Kendall & Johnson, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
88
Participants Small participant base
71st
Percentile by assets National rank
$238,507
Avg per participant Above avg balance/head
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Official DOL plan name: Jkj Employee Stock Ownership Plan · Sponsored by Johnson Kendall & Johnson, Inc. · Pennsylvania · Finance & Insurance

$21M in assets, 88 participants

Johnson Kendall & Johnson, Inc.'s Jkj Employee Stock Ownership Plan reported $21M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,827 in Finance & Insurance (8,549 peers)

Johnson Kendall & Johnson, Inc. multi-year trail

Johnson Kendall & Johnson, Inc.'s plans moved +470.2% in assets from 2022 to 2024; this filing shows Jkj Employee Stock Ownership Plan at $21M / 88 participants.

#4,827
in Finance & Insurance (8,549 peers)
+28.5%
assets growth YoY

Jkj Employee Stock Ownership Plan's outsized position by total assets

Jkj Employee Stock Ownership Plan vs every filed plan by assets

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

$20,988,596 Top 29% higher than 71% 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

Jkj Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jkj Employee Stock Ownership Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jkj Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Jkj Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Jkj Employee Stock Ownership Plan reported participants rose from 82 in the plan year 2023 filing to 88 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231568259 · Johnson Kendall & Johnson, Inc. PY 2024 · ESOP

Jkj Employee Stock Ownership Plan · $21M · 88 · 71st

  • NET $21M
  • NET 88
  • NET 71st
  • NET ESOP
  • NET near Bamco, Inc. Employee Stock Ownership Plan
  • NET ind #4827

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 Pennsylvania →

Jkj Employee Stock Ownership Plan in the asset neighbourhood

Jkj Employee Stock Ownership PlanJkj Employee Stock Ownership…$21MBamco, Inc. Employee Stock Ownership PlanBamco, Inc. Employee Stock O…$21MFit Technologies, Inc. Employee Stock Ownership PlanFit Technologies, Inc. Emplo…$21MTactical Engineering & Analysis, Inc. Employee Stock Ownership PlanTactical Engineering & Analy…$21MLibby Perszyk Kathman Holdings, Inc. Employee Stock Ownership PlanLibby Perszyk Kathman Holdin…$21M
End-of-year total assets ($M) among Jkj Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Johnson Kendall & Johnson, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Johnson Kendall & Johnson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 470.1506362889467% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $8.75M $49.9M ▲ +469.9%
Year Plans Participants Total Assets
2022 1 85 $9M
2023 1 82 $13M
2024 2 200 $50M

Johnson Kendall & Johnson, Inc. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN231568259
Plan Effective Date1986-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Jkj Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Jkj Employee Stock Ownership Plan, Total assets ($B): 0.020988596 · Participants: 88Jkj Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Jkj Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Jkj Employee Stock Ownership Plan side-by-side with 3 peers →

Jkj Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Bamco, Inc. Employee Stock Ownership Plan in NJ ($21M); by covered participants it is Lake Elmo Bank Employee Stock Ownership Plan in MN (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.

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 Jkj Employee Stock Ownership Plan assets move in 2024? ▼
Jkj Employee Stock Ownership Plan grew sharply - up 28.5% during 2024, from $16M to $21M. Reported net income was $5M.
How have Johnson Kendall & Johnson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Kendall & Johnson, Inc.'s sponsor-wide assets grew 470.2%, from $9M to $50M.
Which ESOP plans are similar in size to Jkj Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bamco, Inc. Employee Stock Ownership Plan in NJ ($21M, 109 participants).
Which ESOP plans cover a similar participant headcount to Jkj Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lake Elmo Bank Employee Stock Ownership Plan in MN (88 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231568259.

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.