ESOP · DOL Form 5500 · 2024

Jorgensen's Inc ESOP

Data updated 2026-08-25

$15K
Total assets Small plan by assets
20
Participants Small participant base
2nd
Percentile by assets National rank
$725
Avg per participant Low balance/head
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Official DOL plan name: Jorgensen's Inc. Employee Stock Ownership Plan · Sponsored by Jorgensen's Inc · Michigan · Retail Trade

$15K in assets, 20 participants

Jorgensen's Inc's Jorgensen's Inc. Employee Stock Ownership Plan reported $15K in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

  • #227 in Retail Trade (8,048 peers)

Jorgensen's Inc multi-year trail

Jorgensen's Inc's plans moved -14.9% in assets from 2022 to 2024; this filing shows Jorgensen's Inc. Employee Stock Ownership Plan at $15K / 20 participants.

#227
in Retail Trade (8,048 peers)
-8.0%
assets change YoY

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jorgensen's Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Jorgensen's Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,507 2nd percentile higher than 2% 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

Jorgensen's 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. Jorgensen's Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jorgensen's Inc. Employee Stock Ownership Plan end-of-year assets fell from $16K in the plan year 2023 filing to $15K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 382047225 · Jorgensen's Inc PY 2024 · ESOP

Jorgensen's Inc. Employee Stock Ownership Plan · $15K · 20 · 2nd

  • BOOK $15K
  • VS-ST 20
  • BOY 2nd
  • SCH ESOP
  • EBSA near Wo Administrative Services Corp Employee Stock Ownership Plan
  • PART ind #227

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 Michigan →

Jorgensen's Inc. Employee Stock Ownership Plan in the asset neighbourhood

Diablo Country Magazine, Inc. ESOPDiablo Country Magazine, Inc…$16KUnion Financial Group, Ltd. Employee Stock Ownership PlanUnion Financial Group, Ltd. …$16KJorgensen's Inc. Employee Stock Ownership PlanJorgensen's Inc. Employee St…$15KWo Administrative Services Corp Employee Stock Ownership PlanWo Administrative Services C…$14KTax Management Associates Employee Stock Ownership PlanTax Management Associates Em…$12K
End-of-year total assets ($M) among Jorgensen's Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Jorgensen's Inc multi-year asset trail

Sponsor-wide plan assets over time

All Jorgensen's Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15K 14.939900322486075% vs 2022
2024 filing year
$0.01M$0.01M$0.02M$0.02M$0.03M 202220232024 $0.02M $0.01M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 20 $17K
2023 1 20 $16K
2024 1 20 $15K

Jorgensen's Inc filing trail (2024)

Total Assets (Beginning of Year)$16K
Net Assets (End of Year)$15K
Net Income-$1K
Employer EIN382047225
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Jorgensen's Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.52 Total assets ($B) Participants Jorgensen's Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000014507 · Participants: 20Jorgensen's Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee Contracting, Inc. Employee Stock Ownership Plan
Jorgensen's Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Jorgensen's Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jorgensen's Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Wo Administrative Services Corp Employee Stock Ownership Plan in CO ($14K); by covered participants it is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Jorgensen's Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Jorgensen's Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.0% during 2024, from $16K to $15K. Reported net income was -$1K.
How have Jorgensen's Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorgensen's Inc's sponsor-wide assets declined 14.9%, from $17K to $15K.
Where does Jorgensen's Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jorgensen's Inc. Employee Stock Ownership Plan ranks in the 2nd 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 Jorgensen's Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wo Administrative Services Corp Employee Stock Ownership Plan in CO ($14K, N/A participants).
Which ESOP plans cover a similar participant headcount to Jorgensen's Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants, $12M 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 382047225.

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.