ESOP · DOL Form 5500 · 2024

J.S. Braddock Agency ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
34
Participants Small participant base
49th
Percentile by assets National rank
$218,792
Avg per participant Above avg balance/head
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Official DOL plan name: J.S. Braddock Agency Employee Stock Ownership Plan · Sponsored by J.S. Braddock Agency · New Jersey · Finance & Insurance

$7M in assets, 34 participants

J.S. Braddock Agency's J.S. Braddock Agency Employee Stock Ownership Plan reported $7M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,923 in Finance & Insurance (8,549 peers)

J.S. Braddock Agency multi-year trail

J.S. Braddock Agency's plans moved +28.5% in assets from 2022 to 2024; this filing shows J.S. Braddock Agency Employee Stock Ownership Plan at $7M / 34 participants.

#2,923
in Finance & Insurance (8,549 peers)
+3.5%
assets growth YoY

J.S. Braddock Agency Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

J.S. Braddock Agency Employee Stock Ownership Plan vs every filed plan by assets

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

$7,438,941 49th percentile higher than 49% 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

J.S. Braddock Agency 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. J.S. Braddock Agency Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J.S. Braddock Agency Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $254K in the plan year 2024 filing.
  • J.S. Braddock Agency Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2023 filing to 34 in the plan year 2024 filing.
  • J.S. Braddock Agency Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 221897065 · J.S. Braddock Agency PY 2024 · ESOP

J.S. Braddock Agency Employee Stock Ownership Plan · $7M · 34 · 49th

  • EBSA $7M
  • PART 34
  • TYPE 49th
  • NET ESOP
  • BOOK near Ferguson Holdings, Inc. Employee Stock Ownership Plan
  • VS-ST ind #2923

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 New Jersey →

J.S. Braddock Agency Employee Stock Ownership Plan in the asset neighbourhood

J.S. Braddock Agency Employee Stock Ownership PlanJ.S. Braddock Agency Employe…$7MFerguson Holdings, Inc. Employee Stock Ownership PlanFerguson Holdings, Inc. Empl…$7M3d Stone Employee Stock Ownership Plan3d Stone Employee Stock Owne…$7MGround Engineering Consultants, Inc. Employee Stock Ownership PlanGround Engineering Consultan…$7MM. Dyer & Sons, Inc. Employee Stock Ownership PlanM. Dyer & Sons, Inc. Employe…$7M
End-of-year total assets ($M) among J.S. Braddock Agency Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

J.S. Braddock Agency multi-year asset trail

Sponsor-wide plan assets over time

All J.S. Braddock Agency plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.52311447545602% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $5.79M $7.44M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 37 $6M
2023 1 37 $7M
2024 1 34 $7M

J.S. Braddock Agency filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$254K
Employer EIN221897065
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

J.S. Braddock Agency Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants J.S. Braddock Agency Employee Stock Ownership Plan, Total assets ($M): 7.438941 · Participants: 34J.S. Braddock Agency Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
J.S. Braddock Agency Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare J.S. Braddock Agency Employee Stock Ownership Plan side-by-side with 3 peers →

J.S. Braddock Agency Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Ferguson Holdings, Inc. Employee Stock Ownership Plan in MS ($7M); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 J.S. Braddock Agency Employee Stock Ownership Plan assets move in 2024? ▼
J.S. Braddock Agency Employee Stock Ownership Plan edged up modestly - up 3.5% during 2024, from $7M to $7M. Reported net income was $254K.
How have J.S. Braddock Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.S. Braddock Agency's sponsor-wide assets grew 28.5%, from $6M to $7M.
Which ESOP plans are similar in size to J.S. Braddock Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ferguson Holdings, Inc. Employee Stock Ownership Plan in MS ($7M, 80 participants).
Which ESOP plans cover a similar participant headcount to J.S. Braddock Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants, N/A 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 221897065.

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.