ESOP · DOL Form 5500 · 2024
Jjf Management Services, Inc. ESOP
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 1,850
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $29,139
- Avg per participant Low balance/head
Official DOL plan name: Jjf Management Services, Inc. ESOP · Sponsored by Jjf Management Services, Inc. · Maryland · Retail Trade
$54M in assets, 1,850 participants
Jjf Management Services, Inc.'s Jjf Management Services, Inc. ESOP reported $54M in total assets and 1,850 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #7,364 in Retail Trade (8,048 peers)
Where Jjf Management Services, Inc. ESOP sits by assets
Jjf Management Services, Inc. ESOP sits in the top quartile of all filed plans by assets, $54M for 1,850 participants (~$29,139/participant), up 15.9% in 2024.
- #7,364
- in Retail Trade (8,048 peers)
- +15.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Jjf Management Services, Inc. ESOP's outsized position by total assets
Jjf Management Services, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,907,814 Top 15% higher than 85% 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
Jjf Management Services, Inc. ESOP's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jjf Management Services, Inc. ESOP lands in the large band (1,850 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jjf Management Services, Inc. ESOP reported net income fell from $44M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Jjf Management Services, Inc. ESOP end-of-year assets rose from $47M in the plan year 2023 filing to $54M in the plan year 2024 filing.
- Jjf Management Services, Inc. ESOP reported participants rose from 1,785 in the plan year 2023 filing to 1,850 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 521044196 · Jjf Management Services, Inc. PY 2024 · ESOP
Jjf Management Services, Inc. ESOP · $54M · 1,850 · 85th
- PHOTO $54M
- IND 1,850
- EOY 85th
- 5500 ESOP
- ASSETS near Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust
- PCT ind #7364
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 Maryland →
Jjf Management Services, Inc. ESOP in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | -$340M |
| Net Income | $12M |
| Employer EIN | 521044196 |
| Plan Effective Date | 2021-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jjf Management Services, Inc.)
Sponsor-wide plan assets over time
All Jjf Management Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 87.71556475247631% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,248 | $64M |
| 2023 | 2 | 3,087 | $104M |
| 2024 | 2 | 3,642 | $119M |
Nearby ESOP Plans in Maryland
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,803
- Westat, Inc. Employee Stock Ownership Plan $419M · 3,167
- Kci Technologies, Inc. Employee Stock Ownership Plan $392M · 1,918
- Lockheed Martin Corporation Capital Accumulation Plan $284M · 7,445
- Brown Capital Management ESOP $211M · 35
Jjf Management Services, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside Maryland, the nearest ESOP by assets is Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust in MN ($54M); by covered participants it is Ngroup Employee Stock Ownership Plan in SC (1,859 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,850 participants); asset peers above are excluded.
- Ngroup Employee Stock Ownership Plan (SC) 1,859 · 9 off
- Bancfirst Corporation Employee Stock Ownership Plan (OK) 1,860 · 10 off
- Crowley Holdings, Inc. Employee Stock Ownership Plan (FL) 1,829 · 21 off
- The Resorts Companies, Inc. Employee Stock Ownership Plan (VA) 1,811 · 39 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.