ESOP · DOL Form 5500 · 2024

Jay Franco & Sons, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
81
Participants Small participant base
30th
Percentile by assets National rank
$26,786
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jay Franco & Sons, Inc. Employee Stock Ownership Plan · Sponsored by Jay Franco & Sons, Inc. · New York · Wholesale Trade

$2M in assets, 81 participants

Jay Franco & Sons, Inc.'s Jay Franco & Sons, Inc. Employee Stock Ownership Plan reported $2M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,181 in Wholesale Trade (6,080 peers)

Jay Franco & Sons, Inc. multi-year trail

Jay Franco & Sons, Inc.'s plans moved +33.7% in assets from 2022 to 2024; this filing shows Jay Franco & Sons, Inc. Employee Stock Ownership Plan at $2M / 81 participants.

#1,181
in Wholesale Trade (6,080 peers)
+5.1%
assets growth YoY

Jay Franco & Sons, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Jay Franco & Sons, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,169,653 30th percentile higher than 30% 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

Jay Franco & Sons, Inc. 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. Jay Franco & Sons, Inc. Employee Stock Ownership Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jay Franco & Sons, Inc. Employee Stock Ownership Plan reported net income rose from -$88K in the plan year 2023 filing to $106K in the plan year 2024 filing.
  • Jay Franco & Sons, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Jay Franco & Sons, Inc. Employee Stock Ownership Plan reported participants fell from 85 in the plan year 2023 filing to 81 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132501133 · Jay Franco & Sons, Inc. PY 2024 · ESOP

Jay Franco & Sons, Inc. Employee Stock Ownership Plan · $2M · 81 · 30th

  • 5500 $2M
  • ASSETS 81
  • PCT 30th
  • EIN ESOP
  • RANK near Dma Lighting Inc. Employee Stock Ownership Plan
  • PHOTO ind #1181

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 York →

Jay Franco & Sons, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Jay Franco & Sons, Inc. Employee Stock Ownership PlanJay Franco & Sons, Inc. Empl…$2MDma Lighting Inc. Employee Stock Ownership PlanDma Lighting Inc. Employee S…$2MAnaplex Corporation Employee Stock Ownership PlanAnaplex Corporation Employee…$2MThe Peoples Bank Employee Stock Ownership PlanThe Peoples Bank Employee St…$2MSigma Equipment, Inc. Employee Stock Ownership PlanSigma Equipment, Inc. Employ…$2M
End-of-year total assets ($M) among Jay Franco & Sons, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Jay Franco & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jay Franco & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.719999837635% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.13M $10.9M ▲ +33.7%
Year Plans Participants Total Assets
2022 2 184 $8M
2023 2 184 $9M
2024 2 184 $11M

Jay Franco & Sons, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$106K
Employer EIN132501133
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Jay Franco & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Jay Franco & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.169653 · Participants: 81Jay Franco & Sons, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Jay Franco & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Jay Franco & Sons, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jay Franco & Sons, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Dma Lighting Inc. Employee Stock Ownership Plan in ID ($2M); by covered participants it is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Jay Franco & Sons, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Jay Franco & Sons, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.1% during 2024, from $2M to $2M. Reported net income was $106K.
How have Jay Franco & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jay Franco & Sons, Inc.'s sponsor-wide assets grew 33.7%, from $8M to $11M.
Which ESOP plans are similar in size to Jay Franco & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dma Lighting Inc. Employee Stock Ownership Plan in ID ($2M, 14 participants).
Which ESOP plans cover a similar participant headcount to Jay Franco & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (81 participants, $8M 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 132501133.

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.