ESOP · DOL Form 5500 · 2024

Narragansett Jewelry Co., Inc. ESOP

Data updated 2026-08-25

$684K
Total assets Small plan by assets
56
Participants Small participant base
20th
Percentile by assets National rank
$12,214
Avg per participant Low balance/head
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Official DOL plan name: Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust · Sponsored by Narragansett Jewelry Co., Inc. · Rhode Island · Wholesale Trade

$684K in assets, 56 participants

Narragansett Jewelry Co., Inc.'s Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust reported $684K in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #630 in Wholesale Trade (6,080 peers)

Narragansett Jewelry Co., Inc. multi-year trail

Narragansett Jewelry Co., Inc.'s plans moved -10.5% in assets from 2022 to 2024; this filing shows Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust at $684K / 56 participants.

#630
in Wholesale Trade (6,080 peers)
-32.9%
assets change YoY

The plan reported a net loss of $331K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$684,000 20th percentile higher than 20% 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

Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust reported net income fell from $261K in the plan year 2023 filing to -$331K in the plan year 2024 filing.
  • Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $1M in the plan year 2023 filing to $684K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 050505179 · Narragansett Jewelry Co., Inc. PY 2024 · ESOP

Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust · $684K · 56 · 20th

  • PART $684K
  • PART 56
  • PART 20th
  • PART ESOP
  • PART near Heritage Community Bank Employee Stock Ownership Plan
  • PART ind #630

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 Rhode Island →

Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Corporate Web Services, Inc. Employee Stock Ownership PlanCorporate Web Services, Inc.…$688KTrainor Builders Employee Stock Ownership PlanTrainor Builders Employee St…$689KNarragansett Jewelry Co., Inc. Employee Stock Ownership Plan and TrustNarragansett Jewelry Co., In…$684KHeritage Community Bank Employee Stock Ownership PlanHeritage Community Bank Empl…$682KPdq Food Stores, Inc Employee Stock Ownership PlanPdq Food Stores, Inc Employe…$681K
End-of-year total assets ($M) among Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Narragansett Jewelry Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Narragansett Jewelry Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$684K 10.471204188481675% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.76M $0.68M ▼ -10.5%
Year Plans Participants Total Assets
2022 1 50 $764K
2023 1 56 $1M
2024 1 56 $684K

Narragansett Jewelry Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$511K
Net Income-$331K
Employer EIN050505179
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Rhode Island

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

Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000684 · Participants: 56Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and TrustThe Bank of America Transferred Savings Account Plan, Total assets ($B): 1.120678048 · Participants: 4298The Bank of America Transferred Savings Account PlanNewport Harbor Corporation Employee Stock Ownership Plan, Total assets ($B): 0.071215587 · Participants: 1124Newport Harbor Corporation Employee Stock Ownership PlanThielsch Engineering Employee Stock Ownership Plan, Total assets ($B): 0.068017958 · Participants: 470Thielsch Engineering Employee Stock Ownership PlanCentury Drywall, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.065892408 · Participants: 44Century Drywall, Inc. Employee Stock Ownership PlanBeta Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.030087119 · Participants: 173Beta Group, Inc. Employee Stock Ownership Plan
Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Rhode Island, assets vs. participants
Compare Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Rhode Island, the nearest ESOP by assets is Heritage Community Bank Employee Stock Ownership Plan in TN ($682K); by covered participants it is Admix, Inc. Employee Stock Ownership Plan in NH (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust contracted severely - down 32.9% during 2024, from $1M to $684K. Reported net income was -$331K.
How have Narragansett Jewelry Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Narragansett Jewelry Co., Inc.'s sponsor-wide assets declined 10.5%, from $764K to $684K.
Where does Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Heritage Community Bank Employee Stock Ownership Plan in TN ($682K, 37 participants).
Which ESOP plans cover a similar participant headcount to Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Admix, Inc. Employee Stock Ownership Plan in NH (56 participants, $10M 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 050505179.

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.