ESOP · DOL Form 5500 · 2024

Fj Management Inc. ESOP

Data updated 2026-08-25

$94M
Total assets Below avg plan size
28
Participants Small participant base
90th
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
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Official DOL plan name: Fj Management Inc. Employee Stock Ownership Plan · Sponsored by Fj Management Inc. · Utah · Wholesale Trade

$94M in assets, 28 participants

Fj Management Inc.'s Fj Management Inc. Employee Stock Ownership Plan reported $94M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,575 in Wholesale Trade (6,080 peers)

Where Fj Management Inc. Employee Stock Ownership Plan sits by assets

Fj Management Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $94M for 28 participants (~$3.4M/participant), down 8.9% in 2024.

#5,575
in Wholesale Trade (6,080 peers)
-8.9%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fj Management Inc. Employee Stock Ownership Plan's outsized position by total assets

Fj Management Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$93,831,351 Top 10% higher than 90% 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

Fj Management Inc. 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. Fj Management Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fj Management Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
  • Fj Management Inc. Employee Stock Ownership Plan end-of-year assets fell from $103M in the plan year 2023 filing to $94M in the plan year 2024 filing.
  • Fj Management Inc. Employee Stock Ownership Plan reported participants fell from 30 in the plan year 2023 filing to 28 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941663458 · Fj Management Inc. PY 2024 · ESOP

Fj Management Inc. Employee Stock Ownership Plan · $94M · 28 · 90th

  • PCT $94M
  • EIN 28
  • RANK 90th
  • PHOTO ESOP
  • IND near Savanna Industries Employee Stock Ownership Plan
  • EOY ind #5575

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 Utah →

Fj Management Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fin Feather Fur Outfitters, Inc. Employee Stock Ownership PlanFin Feather Fur Outfitters, …$94MFj Management Inc. Employee Stock Ownership PlanFj Management Inc. Employee …$94MSavanna Industries Employee Stock Ownership PlanSavanna Industries Employee …$94MTriton Employee Stock Ownership PlanTriton Employee Stock Owners…$93MBay Cities Container Corporation Employee Stock Ownership PlanBay Cities Container Corpora…$93M
End-of-year total assets ($M) among Fj Management Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$94M
Net Income-$9M
Employer EIN941663458
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fj Management Inc.)

Sponsor-wide plan assets over time

All Fj Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$372M 61.11563567124626% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $231M $372M ▲ +61.1%
Year Plans Participants Total Assets
2022 2 4,044 $231M
2023 2 4,662 $269M
2024 2 7,263 $372M

Nearby ESOP Plans in Utah

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

Fj Management Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 050100150200 Total assets ($M) Participants Fj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 93.831351 · Participants: 28Fj Management Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 185.484245 · Participants: 772Whitaker Construction Co., Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.773571 · Participants: 495Rocky Mountain Atv, Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.739328 · Participants: 605Jacobsen Construction Company, Inc. Employee Stock Ownership PlanKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 73.805536 · Participants: 170Kenny Seng Construction Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 54.579927 · Participants: 110Central Milling Employee Stock Ownership Plan and Trust
Fj Management Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Fj Management Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Fj Management Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Savanna Industries Employee Stock Ownership Plan in VA ($94M); by covered participants it is Asu Group Employee Stock Ownership Plan in MI (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Fj Management Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Fj Management Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.9% during 2024, from $103M to $94M. Reported net income was -$9M.
How have Fj Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fj Management Inc.'s sponsor-wide assets grew 61.1%, from $231M to $372M.
Where does Fj Management Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fj Management Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Fj Management Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Savanna Industries Employee Stock Ownership Plan in VA ($94M, 149 participants).
Which ESOP plans cover a similar participant headcount to Fj Management Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Asu Group Employee Stock Ownership Plan in MI (28 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941663458.

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.