ESOP · DOL Form 5500 · 2022

J.L. Rogers & Callcott Engineers, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
39
Participants Small participant base
42nd
Percentile by assets National rank
$82,775
Avg per participant Below avg balance/head
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Official DOL plan name: J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan · Sponsored by J.L. Rogers & Callcott Engineers, Inc. · South Carolina · Professional & Technical Services

$3M in assets, 39 participants

J.L. Rogers & Callcott Engineers, Inc.'s J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan reported $3M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,419 in Professional & Technical Services (21,562 peers)

J.L. Rogers & Callcott Engineers, Inc. multi-year trail

J.L. Rogers & Callcott Engineers, Inc.'s plans moved +164.5% in assets from 2022 to 2024; this filing shows J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan at $3M / 39 participants.

#8,419
in Professional & Technical Services (21,562 peers)
+25.3%
assets growth YoY

J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,228,215 42nd percentile higher than 42% of 139,123 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 2022

J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 570621794 · J.L. Rogers & Callcott Engineers, Inc. PY 2022 · ESOP

J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan · $3M · 39 · 42nd

  • NET $3M
  • BOOK 39
  • VS-ST 42nd
  • BOY ESOP
  • SCH near Smith & Boucher, Inc. Employee Stock Ownership Plan
  • EBSA ind #8419

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 South Carolina →

J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan in the asset neighbourhood

J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership PlanJ.L. Rogers & Callcott Engin…$3MSmith & Boucher, Inc. Employee Stock Ownership PlanSmith & Boucher, Inc. Employ…$3MExpresscare Employee Stock Ownership PlanExpresscare Employee Stock O…$3MPreferred Drilling Solutions, Inc. Employee Stock Ownership PlanPreferred Drilling Solutions…$3MEls, Inc. Employee Stock Ownership PlanEls, Inc. Employee Stock Own…$3M
End-of-year total assets ($M) among J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

J.L. Rogers & Callcott Engineers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J.L. Rogers & Callcott Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 164.50307677772392% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.23M $8.54M ▲ +164.4%
Year Plans Participants Total Assets
2022 1 39 $3M
2023 1 41 $3M
2024 2 87 $9M

J.L. Rogers & Callcott Engineers, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$653K
Employer EIN570621794
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400500 01020304050 Total assets ($M) Participants J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan, Total assets ($M): 3.228215 · Participants: 39J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership Plan
J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan side-by-side with 3 peers →

J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Smith & Boucher, Inc. Employee Stock Ownership Plan in KS ($3M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan assets move in 2022? ▼
J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan grew sharply - up 25.3% during 2022, from $3M to $3M. Reported net income was $653K.
How have J.L. Rogers & Callcott Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.L. Rogers & Callcott Engineers, Inc.'s sponsor-wide assets grew 164.5%, from $3M to $9M.
Which ESOP plans are similar in size to J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Smith & Boucher, Inc. Employee Stock Ownership Plan in KS ($3M, 28 participants).
Which ESOP plans cover a similar participant headcount to J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 570621794.

Read our methodology - how this data is sourced, computed, and verified.

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