ESOP · DOL Form 5500 · 2024
Jocott Brands, Inc. ESOP
Data updated 2026-08-11
- $24M
- Total assets
- 56
- Participants
- 74th
- Percentile by assets
- $429,425
- Avg per participant
Official DOL plan name: Jocott Brands, Inc. Employee Stock Ownership Plan · Sponsored by Jocott Brands, Inc. · California · Manufacturing
$24M in assets, 56 participants
Jocott Brands, Inc.'s Jocott Brands, Inc. Employee Stock Ownership Plan reported $24M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 123,622 plans)
- #11,369 in Manufacturing (17,777 peers)
Jocott Brands, Inc. multi-year trail
Jocott Brands, Inc.'s plans moved +82.8% in assets from 2022 to 2024; this filing shows Jocott Brands, Inc. Employee Stock Ownership Plan at $24M / 56 participants.
- $24M
- total plan assets (2024 EOY)
- 56
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $429,425
- avg assets per participant
Where Jocott Brands, Inc. Employee Stock Ownership Plan sits by total assets
Jocott Brands, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,047,797 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jocott Brands, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Jocott Brands, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Jocott Brands, Inc. Employee Stock Ownership Plan reported participants rose from 51 in the plan year 2023 filing to 56 in the plan year 2024 filing.
Jocott Brands, Inc. across 3 plan years on file
Across the 3 plan years Jocott Brands, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $24M, a gain of 82.8%, while reported participants moved from 39 to 56 (+43.6%). Peak year by sponsor assets: 2024 ($24M); trough: 2022 ($13M).
Jocott Brands, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $13M |
| 2023 | 1 | 51 | $18M |
| 2024 | 1 | 56 | $24M |
Jocott Brands, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $6M |
| Employer EIN | 954560570 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Jocott Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Jocott Brands, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Argus Companies, Inc. Employee Stock Ownership Plan (KS) $24M · 94
- Eileen Fisher, Inc. Employee Stock Ownership Plan (NY) $24M · 714
- Alerus Financial Corporation Employee Stock Owners (ND) $24M · 744
- United Abrasives, Inc. & S.a.I.T. Overseas Trading & Technical Corp Profit Sharing Plan (CT) $24M · 108
Frequently Asked Questions
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Next read for Jocott Brands, Inc. Employee Stock Owner…
Multi-year trail
Ways to act on Jocott Brands, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Jocott Brands, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Jocott Brands, Inc.'s sponsor-wide assets have grown 82.8% since 2022 across 3 plan years on file. More Manufacturing plans