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
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
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.
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
California filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $19M |
| Employer EIN | 954655620 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING 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
| 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.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Woodsman ESOP (FL) 147 · 0 off
- Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust (MN) 147 · 0 off
- Peoplessouth Bancshares, Inc. Employee Stock Ownership Plan (GA) 147 · 0 off
- Story Construction Employee Stock Ownership Plan (IA) 147 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.