ESOP · DOL Form 5500 · 2024

Jerry's Building Materials, Inc ESOP

Data updated 2026-07-24

$68M
Total assets: 299
Participants: 87th
Percentile by assets: $228,721
Avg per participant

Official DOL plan name: Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Jerry's Building Materials, Inc · Oregon · Retail Trade

$68M in assets, 299 participants

Jerry's Building Materials, Inc's Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust reported $68M in total assets and 299 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

87th percentile by assets (of 116,472 plans)

Where Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust sits by assets

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $68M for 299 participants (~$228,721/participant), up 5.3% in 2024.

$68M
total plan assets (2024 EOY): 299
covered participants: 87th
percentile by assets (of 116,472 plans): $228,721
avg assets per participant

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 282 in the plan year 2023 filing to 299 in the plan year 2024 filing.
Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $65M in the plan year 2023 filing to $68M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Oregon

Industry

Retail Trade

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust vs the 2024 asset distribution

By assets, Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust outranks 87% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$65M
Net Assets (End of Year)	$60M
Net Income	$4M
Employer EIN	930612307
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jerry's Building Materials, Inc)

Total plan assets by year, all Jerry's Building Materials, Inc plans on file

Year	Plans	Participants	Total Assets
2022	2	614	$78M
2023	2	579	$82M
2024	2	618	$87M

Nearby ESOP Plans in Oregon

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

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $315M · 547
Pacific Industrial Corp. Employee Stock Ownership Plan $251M · 73
Bi-Mart Corporation Employee Stock Ownership Plan $141M · 2,070
Northwest Pump & Equipment Co. Employee Stock Ownership Plan $102M · 209
Northwest Pump & Equipment Co. Employee Stock Ownership Plan $99M · 195

Compare Jerry's Building Materials, Inc. Employe… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Besser Company Employee Stock Ownership Plan (MI) $68M · 406
Bsc Ventures Holdings, Inc. Employee Stock Ownership Plan (VA) $68M · 289
Employees' Stock Ownership Plan of Cenlar Capital Corporation (NJ) $69M · 2,124
Newport Industries, Inc. Employee Stock Ownership Plan (IL) $68M · 124

Frequently Asked Questions

How did Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 5.3% during 2024, from $65M to $68M. Reported net income was $4M.

How have Jerry's Building Materials, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jerry's Building Materials, Inc's sponsor-wide assets grew 11.5%, from $78M to $87M.

Where does Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust ranks in the 87th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Besser Company Employee Stock Ownership Plan in MI ($68M, 406 participants).

Next read for Jerry's Building Materials, Inc. Employe…

Scale reading

Ways to act on Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
Jerry's Building Materials, Inc's sponsor-wide assets have grown 11.5% 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 930612307.

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.