ESOP · DOL Form 5500 · 2024

Jc Foodservice, Inc. ESOP

Data updated 2026-08-25

$74M
Total assets Below avg plan size
147
Participants Small participant base
88th
Percentile by assets National rank
$500,964
Avg per participant High balance/head
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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.

  • #5,446 in Wholesale Trade (6,080 peers)

Coverage in California

Action Sales Employee Stock Ownership Plan covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $74M.

#5,446
in Wholesale Trade (6,080 peers)
+30.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Action Sales Employee Stock Ownership Plan's outsized position by total assets

Action Sales Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$73,641,724 Top 12% higher than 88% 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

Action Sales Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Action Sales Employee Stock Ownership Plan sits mid-pack in the medium band (147 participants).

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 →

Plan-year Form 5500 strip

Filing strip 954655620 · Jc Foodservice, Inc. PY 2024 · ESOP

Action Sales Employee Stock Ownership Plan · $74M · 147 · 88th

  • EBSA $74M
  • PART 147
  • TYPE 88th
  • NET ESOP
  • BOOK near Tcw Holdings, Inc. Employee Stock Ownership Plan
  • VS-ST ind #5446

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 →

Action Sales Employee Stock Ownership Plan in the asset neighbourhood

Cisco-Eagle, Inc. Employees' Stock Ownership PlanCisco-Eagle, Inc. Employees'…$74MKenny Seng Construction Employee Stock Ownership PlanKenny Seng Construction Empl…$74MTcw Holdings, Inc. Employee Stock Ownership PlanTcw Holdings, Inc. Employee …$74MAction Sales Employee Stock Ownership PlanAction Sales Employee Stock …$74MCornerstone Government Affairs, Inc. Employee Stock Ownership PlanCornerstone Government Affai…$73M
End-of-year total assets ($M) among Action Sales Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Jc Foodservice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 21.97011270367072% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $78M $95.2M ▲ +22.0%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Action Sales Employee Stock Ownership Plan, Total assets ($B): 0.073641724 · Participants: 147Action Sales 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
Action Sales Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Action Sales Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Tcw Holdings, Inc. Employee Stock Ownership Plan in TN ($74M); by covered participants it is Woodsman ESOP in FL (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Action Sales Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Woodsman ESOP in FL (147 participants, $49M in assets).