ESOP · DOL Form 5500 · 2024

Jocott Brands, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
56
Participants Small participant base
74th
Percentile by assets National rank
$429,425
Avg per participant High balance/head
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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.

  • #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.

#11,369
in Manufacturing (17,777 peers)
+31.2%
assets growth YoY

Jocott Brands, Inc. Employee Stock Ownership Plan's outsized position 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

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

Jocott Brands, Inc. 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. Jocott Brands, Inc. Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954560570 · Jocott Brands, Inc. PY 2024 · ESOP

Jocott Brands, Inc. Employee Stock Ownership Plan · $24M · 56 · 74th

  • NET $24M
  • NET 56
  • NET 74th
  • NET ESOP
  • NET near Argus Companies, Inc. Employee Stock Ownership Plan
  • NET ind #11369

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 California →

Jocott Brands, Inc. Employee Stock Ownership Plan in the asset neighbourhood

United Abrasives, Inc. & S.a.I.T. Overseas Trading & Technical Corp Profit Sharing PlanUnited Abrasives, Inc. & S.a…$24MAlerus Financial Corporation Employee Stock OwnersAlerus Financial Corporation…$24MArgus Companies, Inc. Employee Stock Ownership PlanArgus Companies, Inc. Employ…$24MEileen Fisher, Inc. Employee Stock Ownership PlanEileen Fisher, Inc. Employee…$24MJocott Brands, Inc. Employee Stock Ownership PlanJocott Brands, Inc. Employee…$24M
End-of-year total assets ($M) among Jocott Brands, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Jocott Brands, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jocott Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 82.84504671491632% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.2M $24.1M ▲ +82.9%
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 EIN954560570
Plan Effective Date2018-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Jocott Brands, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.024047797 · Participants: 56Jocott Brands, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Jocott Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Jocott Brands, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jocott Brands, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Argus Companies, Inc. Employee Stock Ownership Plan in KS ($24M); by covered participants it is Admix, Inc. Employee Stock Ownership Plan in NH (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Jocott Brands, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Jocott Brands, Inc. Employee Stock Ownership Plan surged - up 31.2% during 2024, from $18M to $24M. Reported net income was $6M.
How have Jocott Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jocott Brands, Inc.'s sponsor-wide assets grew 82.8%, from $13M to $24M.
Which ESOP plans are similar in size to Jocott Brands, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Argus Companies, Inc. Employee Stock Ownership Plan in KS ($24M, 94 participants).
Which ESOP plans cover a similar participant headcount to Jocott Brands, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Admix, Inc. Employee Stock Ownership Plan in NH (56 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 954560570.

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.