ESOP · DOL Form 5500 · 2024
Jjf Management Services, Inc. ESOP
Data updated 2026-07-24
- $54M
- Total assets
- 1,850
- Participants
- 85th
- Percentile by assets
- $29,139
- Avg per participant
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.
- 85th percentile by assets (of 116,472 plans)
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.
- $54M
- total plan assets (2024 EOY)
- 1,850
- covered participants
- 85th
- percentile by assets (of 116,472 plans)
- $29,139
- avg assets per participant
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.
Jjf Management Services, Inc. ESOP vs the 2024 asset distribution
By assets, Jjf Management Services, Inc. ESOP outranks 85% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).
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.)
| 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.
Jjf Management Services, Inc. ESOP vs. nearby ESOP plans in Maryland, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Jjf Management Services, Inc. ESOP by total assets, not by location.
- Penmac Staffing Services Inc Employee Stock Ownership Plan (MO) $54M · 850
- Ketchum & Walton Employee Stock Ownership Plan (OH) $54M · 84
- Robin Industries, Inc. Employee Stock Ownership Plan (OH) $54M · 396
- Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan (MN) $54M · 383
Frequently Asked Questions
How did Jjf Management Services, Inc. ESOP assets move in 2024? ▼
How have Jjf Management Services, Inc. plan assets changed over time? ▼
Where does Jjf Management Services, Inc. ESOP rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Jjf Management Services, Inc. ESOP? ▼
Next read for Jjf Management Services, Inc. ESOP
Scale reading
Ways to act on Jjf Management Services, Inc. ESOP's numbers.
- By total assets, Jjf Management Services, Inc. ESOP ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
- Jjf Management Services, Inc.'s sponsor-wide assets have grown 87.7% since 2022 across 3 plan years on file. More Retail Trade plans
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 521044196.
Read our methodology - how this data is sourced, computed, and verified.