ESOP · DOL Form 5500 · 2024

Jax, Inc. ESOP

Data updated 2026-08-25

$277K
Total assets Small plan by assets
222
Participants Below avg headcount
13th
Percentile by assets National rank
$1,249
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jax Mercantile Co. Employee Stock Ownership Plan · Sponsored by Jax, Inc. · Colorado · Retail Trade

$277K in assets, 222 participants

Jax, Inc.'s Jax Mercantile Co. Employee Stock Ownership Plan reported $277K in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,712 in Retail Trade (8,048 peers)

Jax, Inc. multi-year trail

Jax, Inc.'s plans moved +12.1% in assets from 2022 to 2024; this filing shows Jax Mercantile Co. Employee Stock Ownership Plan at $277K / 222 participants.

#1,712
in Retail Trade (8,048 peers)
+25.8%
assets growth YoY

Jax Mercantile Co. Employee Stock Ownership Plan among the smaller filed plans by assets

Jax Mercantile Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$277,356 13th percentile higher than 13% 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

Jax Mercantile Co. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jax Mercantile Co. Employee Stock Ownership Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jax Mercantile Co. Employee Stock Ownership Plan reported net income rose from $32K in the plan year 2023 filing to $119K in the plan year 2024 filing.
  • Jax Mercantile Co. Employee Stock Ownership Plan end-of-year assets rose from $220K in the plan year 2023 filing to $277K in the plan year 2024 filing.
  • Jax Mercantile Co. Employee Stock Ownership Plan reported participants fell from 277 in the plan year 2023 filing to 222 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 841087636 · Jax, Inc. PY 2024 · ESOP

Jax Mercantile Co. Employee Stock Ownership Plan · $277K · 222 · 13th

  • PHOTO $277K
  • IND 222
  • EOY 13th
  • 5500 ESOP
  • ASSETS near National Automobile Club Employee Stock Ownership Plan
  • PCT ind #1712

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 Colorado →

Jax Mercantile Co. Employee Stock Ownership Plan in the asset neighbourhood

Jax Mercantile Co. Employee Stock Ownership PlanJax Mercantile Co. Employee …$277KNational Automobile Club Employee Stock Ownership PlanNational Automobile Club Emp…$277KThe Southern Banc Company, Inc. Employee Stock Ownership PlanThe Southern Banc Company, I…$278KSequoia Medicine and Technology Inc. Employee Stock Ownership PlanSequoia Medicine and Technol…$276KZ, Inc. Employee Stock Ownership PlanZ, Inc. Employee Stock Owner…$274K
End-of-year total assets ($M) among Jax Mercantile Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Jax, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jax, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.135111238337586% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M 202220232024 $3.66M $4.11M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 511 $4M
2023 2 835 $4M
2024 2 623 $4M

Jax, Inc. filing trail (2024)

Total Assets (Beginning of Year)$220K
Net Assets (End of Year)-$1M
Net Income$119K
Employer EIN841087636
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Jax Mercantile Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600800 Total assets ($M) Participants Jax Mercantile Co. Employee Stock Ownership Plan, Total assets ($M): 0.277356 · Participants: 222Jax Mercantile Co. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
Jax Mercantile Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Jax Mercantile Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Jax Mercantile Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is National Automobile Club Employee Stock Ownership Plan in CA ($277K); by covered participants it is Delta Star Employee Stock Ownership Plan in VA (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Jax Mercantile Co. Employee Stock Ownership Plan assets move in 2024? ▼
Jax Mercantile Co. Employee Stock Ownership Plan grew sharply - up 25.8% during 2024, from $220K to $277K. Reported net income was $119K.
How have Jax, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jax, Inc.'s sponsor-wide assets grew 12.1%, from $4M to $4M.
Where does Jax Mercantile Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jax Mercantile Co. Employee Stock Ownership Plan ranks in the 13th 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 Jax Mercantile Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is National Automobile Club Employee Stock Ownership Plan in CA ($277K, 33 participants).
Which ESOP plans cover a similar participant headcount to Jax Mercantile Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Delta Star Employee Stock Ownership Plan in VA (222 participants, $447M 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 841087636.

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.