ESOP · DOL Form 5500 · 2024
Devon's Jewelers ESOP
Data updated 2026-07-24
- $23M
- Total assets
- 84
- Participants
- 73rd
- Percentile by assets
- $274,298
- Avg per participant
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.
- 73rd percentile by assets (of 116,472 plans)
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.
- $23M
- total plan assets (2024 EOY)
- 84
- covered participants
- 73rd
- percentile by assets (of 116,472 plans)
- $274,298
- avg assets per participant
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.
Devon's Jewelers across 3 plan years on file
Across the 3 plan years Devon's Jewelers has on file (2022-2024), sponsor-wide plan assets have moved from $20M to $23M, a gain of 16.9%, while reported participants moved from 89 to 84 (-5.6%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($20M).
Devon's Jewelers multi-year asset trail
| 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 EIN | 941050138 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING 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
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
- Proponent Employee Stock Ownership Plan $543M · 439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Devons Jewelers Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Devons Jewelers Employee Stock Ownership Plan assets move in 2024? ▼
How have Devon's Jewelers plan assets changed over time? ▼
Which ESOP plans are similar in size to Devons Jewelers Employee Stock Ownership Plan? ▼
Next read for Devons Jewelers Employee Stock Ownership…
Multi-year trail
Ways to act on Devons Jewelers Employee Stock Ownership Plan's numbers.
- By total assets, Devons Jewelers Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Devon's Jewelers's sponsor-wide assets have grown 16.9% since 2022 across 3 plan years on file. More Retail 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 941050138.
Read our methodology - how this data is sourced, computed, and verified.