ESOP · DOL Form 5500 · 2023

J. O. Cook, Inc ESOP

Data updated 2026-08-25

$43K
Total assets Small plan by assets
9
Participants Small participant base
3rd
Percentile by assets National rank
$4,769
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J. O. Cook, Inc Employee Stock Ownership Plan · Sponsored by J. O. Cook, Inc · New York · Retail Trade

$43K in assets, 9 participants

J. O. Cook, Inc's J. O. Cook, Inc Employee Stock Ownership Plan reported $43K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.

  • #407 in Retail Trade (8,414 peers)

J. O. Cook, Inc multi-year trail

J. O. Cook, Inc's plans moved -31.8% in assets from 2022 to 2024; this filing shows J. O. Cook, Inc Employee Stock Ownership Plan at $43K / 9 participants.

#407
in Retail Trade (8,414 peers)
-8.3%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J. O. Cook, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

J. O. Cook, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$42,918 3rd percentile higher than 3% 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

J. O. Cook, Inc Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. O. Cook, Inc Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. O. Cook, Inc Employee Stock Ownership Plan reported net income fell from $2K in the plan year 2022 filing to -$4K in the plan year 2023 filing.
  • J. O. Cook, Inc Employee Stock Ownership Plan end-of-year assets fell from $47K in the plan year 2022 filing to $43K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 160391923 · J. O. Cook, Inc PY 2023 · ESOP

J. O. Cook, Inc Employee Stock Ownership Plan · $43K · 9 · 3rd

  • PCT $43K
  • EIN 9
  • RANK 3rd
  • PHOTO ESOP
  • IND near Semel Snow Interior Design, Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #407

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 →

J. O. Cook, Inc Employee Stock Ownership Plan in the asset neighbourhood

J. O. Cook, Inc Employee Stock Ownership PlanJ. O. Cook, Inc Employee Sto…$43KSemel Snow Interior Design, Inc. Employee Stock Ownership Plan and TrustSemel Snow Interior Design, …$44KWorldwide Employee Benefit PlanWorldwide Employee Benefit P…$42KSuperior Jig, Inc. Employee Stock Ownership PlanSuperior Jig, Inc. Employee …$42KInternational Capital Holdings, Inc. Employee Stock PlanInternational Capital Holdin…$40K
End-of-year total assets ($M) among J. O. Cook, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

J. O. Cook, Inc multi-year asset trail

Sponsor-wide plan assets over time

All J. O. Cook, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$32K 31.795846863783968% vs 2022
2024 filing year
$0.02M$0.03M$0.04M$0.05M$0.06M 202220232024 $0.05M $0.03M ▼ -40.0%
Year Plans Participants Total Assets
2022 1 9 $47K
2023 1 9 $43K
2024 1 9 $32K

J. O. Cook, Inc filing trail (2023)

Total Assets (Beginning of Year)$47K
Net Assets (End of Year)$43K
Net Income-$4K
Employer EIN160391923
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

J. O. Cook, 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 ($M) Participants J. O. Cook, Inc Employee Stock Ownership Plan, Total assets ($M): 0.042918 · Participants: 9J. O. Cook, 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
J. O. Cook, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare J. O. Cook, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

J. O. Cook, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Semel Snow Interior Design, Inc. Employee Stock Ownership Plan and Trust in IL ($44K); by covered participants it is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 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 J. O. Cook, Inc Employee Stock Ownership Plan assets move in 2023? ▼
J. O. Cook, Inc Employee Stock Ownership Plan pulled back noticeably - down 8.3% during 2023, from $47K to $43K. Reported net income was -$4K.
How have J. O. Cook, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. O. Cook, Inc's sponsor-wide assets declined 31.8%, from $47K to $32K.
Where does J. O. Cook, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
J. O. Cook, Inc Employee Stock Ownership Plan ranks in the 3rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to J. O. Cook, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Semel Snow Interior Design, Inc. Employee Stock Ownership Plan and Trust in IL ($44K, 3 participants).
Which ESOP plans cover a similar participant headcount to J. O. Cook, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 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 160391923.

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.