ESOP · DOL Form 5500 · 2023
J.L. Rogers & Callcott Engineers, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 41
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $76,275
- Avg per participant Below avg balance/head
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, 41 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 41 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #6,716 in Professional & Technical Services (20,321 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 / 41 participants.
- #6,716
- in Professional & Technical Services (20,321 peers)
- -3.1%
- assets change YoY
The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2023 · DOL Form 5500
$3,127,282 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 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 (41 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan reported net income fell from $653K in the plan year 2022 filing to -$101K in the plan year 2023 filing.
- J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2022 filing to 41 in the plan year 2023 filing.
- J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 570621794 · J.L. Rogers & Callcott Engineers, Inc. PY 2023 · ESOP
J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan · $3M · 41 · 36th
- IND $3M
- EOY 41
- 5500 36th
- ASSETS ESOP
- PCT near Manufacturing Maintenance Solutions, Inc. Employee Stock Ownership Plan
- EIN ind #6716
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. 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
| 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 (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$101K |
| Employer EIN | 570621794 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in South Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bonitz, Inc. Employee Stock Ownership Plan $62M · 342
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $23M · 50
- Synergi Employee Stock Ownership Plan $21M · 263
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $14M · 25
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $14M · 367
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 Manufacturing Maintenance Solutions, Inc. Employee Stock Ownership Plan in IL ($3M); by covered participants it is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.