ESOP · DOL Form 5500 · 2024

Jc Foodservice, Inc. ESOP

Data updated 2026-07-24

$74M
Total assets
147
Participants
88th
Percentile by assets
$500,964
Avg per participant
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Official DOL plan name: Action Sales Employee Stock Ownership Plan · Sponsored by Jc Foodservice, Inc. · California · Wholesale Trade

$74M in assets, 147 participants

Jc Foodservice, Inc.'s Action Sales Employee Stock Ownership Plan reported $74M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 116,472 plans)

Coverage in California

Action Sales Employee Stock Ownership Plan covers 147 participants in California, about 23% of the average California filer (state average ~637 per filing). Assets: $74M.

$74M
total plan assets (2024 EOY)
147
covered participants
88th
percentile by assets (of 116,472 plans)
$500,964
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Action Sales Employee Stock Ownership Plan end-of-year assets rose from $56M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Action Sales Employee Stock Ownership Plan reported net income rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Action Sales Employee Stock Ownership Plan reported participants rose from 140 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Action Sales Employee Stock Ownership Plan reports 147 participants - about 23% of that state average ($74M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$49M
Net Income$19M
Employer EIN954655620
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jc Foodservice, Inc.)

$70M$80M$90M$100M 202220232024 $78M $95.2M ▲ +22.0%
Total plan assets by year, all Jc Foodservice, Inc. plans on file
Year Plans Participants Total Assets
2022 3 406 $78M
2023 2 268 $76M
2024 2 284 $95M

Nearby ESOP Plans in California

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

Action Sales Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Action Sales 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 Action Sales Employe…Parsons Employee Sto…Rosendin Electric, I…Ecc Employee Stock O…Agron, Inc. Employee…Proponent Employee S…
Action Sales Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Action Sales Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Action Sales Employee Stock Ownership Plan assets move in 2024?
Action Sales Employee Stock Ownership Plan surged - up 30.5% during 2024, from $56M to $74M. Reported net income was $19M.
How have Jc Foodservice, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jc Foodservice, Inc.'s sponsor-wide assets grew 22.0%, from $78M to $95M.
Where does Action Sales Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Action Sales Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Action Sales Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Tcw Holdings, Inc. Employee Stock Ownership Plan in TN ($74M, 502 participants).

Next read for Action Sales Employee Stock Ownership Pl…

Filing takeaways

Ways to act on Action Sales Employee Stock Ownership Plan's numbers.

  • By total assets, Action Sales Employee Stock Ownership Plan 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 California. Compare plans
  • Jc Foodservice, Inc.'s sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Wholesale 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 954655620.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.