ESOP · DOL Form 5500 · 2024

Fj Management Inc. ESOP

Data updated 2026-07-24

$94M
Total assets: 28
Participants: 90th
Percentile by assets: $3.4M
Avg per participant

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.

90th percentile by assets (of 116,472 plans)

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.

$94M
total plan assets (2024 EOY): 28
covered participants: 90th
percentile by assets (of 116,472 plans): $3.4M
avg assets per participant

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 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 →

State

Utah

Industry

Wholesale Trade

Fj Management Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Fj Management Inc. Employee Stock Ownership Plan outranks 90% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$103M
Net Assets (End of Year)	$94M
Net Income	-$9M
Employer EIN	941663458
Plan Effective Date	1976-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Fj Management Inc.)

Total plan assets by year, all Fj Management Inc. plans on file

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

Whitaker Construction Co., Inc. Employee Stock Ownership Plan $185M · 772
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $120M · 495
Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $120M · 605
Central Milling Employee Stock Ownership Plan and Trust $55M · 110
Bunnell, Inc. Employee Stock Ownership Plan $39M · 48

Compare Fj Management Inc. Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Fj Management Inc. Employee Stock Ownership Plan by total assets, not by location.

Savanna Industries Employee Stock Ownership Plan (VA) $94M · 149
Triton Employee Stock Ownership Plan (WV) $93M · 75
Fin Feather Fur Outfitters, Inc. Employee Stock Ownership Plan (OH) $94M · 176
D.P. Electric, Inc. Employee Stock Ownership Plan (AZ) $94M · 438

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 116,472 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).

Next read for Fj Management Inc. Employee Stock Owners…

Scale reading

Ways to act on Fj Management Inc. Employee Stock Ownership Plan's numbers.

By total assets, Fj Management Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Utah. Compare plans
Fj Management Inc.'s sponsor-wide assets have grown 61.1% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.