ESOP · DOL Form 5500 · 2024

Devon's Jewelers ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
84
Participants Small participant base
73rd
Percentile by assets National rank
$274,298
Avg per participant High balance/head
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Official DOL plan name: Devons Jewelers Employee Stock Ownership Plan · Sponsored by Devon's Jewelers · California · Retail Trade

$23M in assets, 84 participants

Devon's Jewelers's Devons Jewelers Employee Stock Ownership Plan reported $23M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,670 in Retail Trade (8,048 peers)

Devon's Jewelers multi-year trail

Devon's Jewelers's plans moved +16.9% in assets from 2022 to 2024; this filing shows Devons Jewelers Employee Stock Ownership Plan at $23M / 84 participants.

#6,670
in Retail Trade (8,048 peers)
+5.1%
assets growth YoY

Devons Jewelers Employee Stock Ownership Plan's outsized position by total assets

Devons Jewelers Employee Stock Ownership Plan vs every filed plan by assets

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

$23,041,031 Top 27% higher than 73% 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

Devons Jewelers 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. Devons Jewelers Employee Stock Ownership Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Devons Jewelers Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Devons Jewelers Employee Stock Ownership Plan reported participants fell from 92 in the plan year 2023 filing to 84 in the plan year 2024 filing.
  • Devons Jewelers Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941050138 · Devon's Jewelers PY 2024 · ESOP

Devons Jewelers Employee Stock Ownership Plan · $23M · 84 · 73rd

  • 5500 $23M
  • ASSETS 84
  • PCT 73rd
  • EIN ESOP
  • RANK near Backlund Investment Co. Employee Stock Ownership Plan and Trust
  • PHOTO ind #6670

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 California →

Devons Jewelers Employee Stock Ownership Plan in the asset neighbourhood

Devons Jewelers Employee Stock Ownership PlanDevons Jewelers Employee Sto…$23MBacklund Investment Co. Employee Stock Ownership Plan and TrustBacklund Investment Co. Empl…$23MApt Employee Stock Ownership PlanApt Employee Stock Ownership…$23MCornerstone Benefits, Inc. Employee Stock Ownership PlanCornerstone Benefits, Inc. E…$23MBuehler's Fresh Foods Employee Stock Ownership PlanBuehler's Fresh Foods Employ…$23M
End-of-year total assets ($M) among Devons Jewelers Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Devon's Jewelers multi-year asset trail

Sponsor-wide plan assets over time

All Devon's Jewelers plans reported in each filing year

Latest sponsor-wide plan assets
$23M 16.85598534780775% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $19.7M $23M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 89 $20M
2023 1 92 $22M
2024 1 84 $23M

Devon's Jewelers filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN941050138
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Devons Jewelers Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Devons Jewelers Employee Stock Ownership Plan, Total assets ($B): 0.023041031 · Participants: 84Devons Jewelers Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Devons Jewelers Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Devons Jewelers Employee Stock Ownership Plan side-by-side with 3 peers →

Devons Jewelers Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Backlund Investment Co. Employee Stock Ownership Plan and Trust in IL ($23M); by covered participants it is Pay Tel Communications, Inc. Employee Stock Ownership Plan in NC (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Devons Jewelers Employee Stock Ownership Plan assets move in 2024? ▼
Devons Jewelers Employee Stock Ownership Plan grew at a solid clip - up 5.1% during 2024, from $22M to $23M. Reported net income was $2M.
How have Devon's Jewelers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Devon's Jewelers's sponsor-wide assets grew 16.9%, from $20M to $23M.
Which ESOP plans are similar in size to Devons Jewelers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Backlund Investment Co. Employee Stock Ownership Plan and Trust in IL ($23M, 170 participants).
Which ESOP plans cover a similar participant headcount to Devons Jewelers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pay Tel Communications, Inc. Employee Stock Ownership Plan in NC (84 participants, $200K 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 941050138.

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.