ESOP · DOL Form 5500 · 2024

J & L Services, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
23
Participants Small participant base
27th
Percentile by assets National rank
$69,923
Avg per participant Below avg balance/head
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Official DOL plan name: J & L Services Employee Stock Ownership Plan · Sponsored by J & L Services, Inc. · Michigan · Information & Media

$2M in assets, 23 participants

J & L Services, Inc.'s J & L Services Employee Stock Ownership Plan reported $2M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #400 in Information & Media (2,822 peers)

J & L Services, Inc. multi-year trail

J & L Services, Inc.'s plans moved +11.7% in assets from 2022 to 2024; this filing shows J & L Services Employee Stock Ownership Plan at $2M / 23 participants.

#400
in Information & Media (2,822 peers)
+11.5%
assets growth YoY

J & L Services Employee Stock Ownership Plan among the smaller filed plans by assets

J & L Services Employee Stock Ownership Plan vs every filed plan by assets

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

$1,608,228 27th percentile higher than 27% 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

J & L Services Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J & L Services Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J & L Services Employee Stock Ownership Plan reported net income rose from $2K in the plan year 2023 filing to $166K in the plan year 2024 filing.
  • J & L Services Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • J & L Services Employee Stock Ownership Plan reported participants rose from 22 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 382966180 · J & L Services, Inc. PY 2024 · ESOP

J & L Services Employee Stock Ownership Plan · $2M · 23 · 27th

  • RANK $2M
  • RANK 23
  • RANK 27th
  • RANK ESOP
  • RANK near Dart Trucking Company, Inc. Employee Stock Ownership Plan
  • RANK ind #400

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 Michigan →

J & L Services Employee Stock Ownership Plan in the asset neighbourhood

J & L Services Employee Stock Ownership PlanJ & L Services Employee Stoc…$2MDart Trucking Company, Inc. Employee Stock Ownership PlanDart Trucking Company, Inc. …$2MOhio Semitronics Inc Employee Stock Ownership PlanOhio Semitronics Inc Employe…$2MNielsen Norman Group Employee Stock Ownership PlanNielsen Norman Group Employe…$2MCarroll Apothecary, Inc. Employee Stock Ownership PlanCarroll Apothecary, Inc. Emp…$2M
End-of-year total assets ($M) among J & L Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

J & L Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J & L Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.711746755921515% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M 202220232024 $1.44M $1.61M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 17 $1M
2023 1 22 $1M
2024 1 23 $2M

J & L Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$166K
Employer EIN382966180
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

J & L Services Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.52 Total assets ($B) Participants J & L Services Employee Stock Ownership Plan, Total assets ($B): 0.001608228 · Participants: 23J & L Services Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee Contracting, Inc. Employee Stock Ownership Plan
J & L Services Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants

J & L Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Dart Trucking Company, Inc. Employee Stock Ownership Plan in ($2M); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants). Same-state nearby plans are listed separately above.

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 J & L Services Employee Stock Ownership Plan assets move in 2024? ▼
J & L Services Employee Stock Ownership Plan grew at a solid clip - up 11.5% during 2024, from $1M to $2M. Reported net income was $166K.
How have J & L Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & L Services, Inc.'s sponsor-wide assets grew 11.7%, from $1M to $2M.
Which ESOP plans are similar in size to J & L Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dart Trucking Company, Inc. Employee Stock Ownership Plan in ($2M, 109 participants).
Which ESOP plans cover a similar participant headcount to J & L Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants, $11M in assets).