ESOP · DOL Form 5500 · 2024

Jacobsen Construction Company, Inc. ESOP

Data updated 2026-07-24

$120M
Total assets: 605
Participants: 92nd
Percentile by assets: $197,916
Avg per participant

Official DOL plan name: Jacobsen Construction Company, Inc. Employee Stock Ownership Plan · Sponsored by Jacobsen Construction Company, Inc. · Utah · Construction

$120M in assets, 605 participants

Jacobsen Construction Company, Inc.'s Jacobsen Construction Company, Inc. Employee Stock Ownership Plan reported $120M in total assets and 605 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 116,472 plans)

Where Jacobsen Construction Company, Inc. Employee Stock Ownership Plan sits by assets

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $120M for 605 participants (~$197,916/participant), up 7.6% in 2024.

$120M
total plan assets (2024 EOY): 605
covered participants: 92nd
percentile by assets (of 116,472 plans): $197,916
avg assets per participant

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan reported net income fell from $14M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Jacobsen Construction Company, Inc. Employee Stock Ownership Plan reported participants rose from 531 in the plan year 2023 filing to 605 in the plan year 2024 filing.
Jacobsen Construction Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $111M in the plan year 2023 filing to $120M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Utah

Industry

Construction

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Jacobsen Construction Company, Inc. Employee Stock Ownership Plan outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$111M
Net Assets (End of Year)	$120M
Net Income	$8M
Employer EIN	870256624
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jacobsen Construction Company, Inc.)

Total plan assets by year, all Jacobsen Construction Company, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,014	$139M
2023	2	1,135	$160M
2024	2	1,301	$176M

Nearby ESOP Plans in Utah

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

Jacobsen Construction Company, 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
Fj Management Inc. Employee Stock Ownership Plan $94M · 28
Central Milling Employee Stock Ownership Plan and Trust $55M · 110
Bunnell, Inc. Employee Stock Ownership Plan $39M · 48

Compare Jacobsen Construction Company, Inc. Empl… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Jacobsen Construction Company, Inc. Employee Stock Ownership Plan by total assets, not by location.

American Mechanical Holdings Employee Stock Ownership Plan (MD) $119M · 273
Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan (OK) $119M · 172
Peopletec, Inc. Employee Stock Ownership Plan (AL) $118M · 562
American Legend Services, Inc. Employee Stock Ownership Plan (TX) $121M · 138

Frequently Asked Questions

How did Jacobsen Construction Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.6% during 2024, from $111M to $120M. Reported net income was $8M.

How have Jacobsen Construction Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jacobsen Construction Company, Inc.'s sponsor-wide assets grew 26.3%, from $139M to $176M.

Where does Jacobsen Construction Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan ranks in the 92nd 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 Jacobsen Construction Company, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is American Mechanical Holdings Employee Stock Ownership Plan in MD ($119M, 273 participants).

Next read for Jacobsen Construction Company, Inc. Empl…

Scale reading

Ways to act on Jacobsen Construction Company, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Jacobsen Construction Company, 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
Jacobsen Construction Company, Inc.'s sponsor-wide assets have grown 26.3% since 2022 across 3 plan years on file. More Construction 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 870256624.

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.