ESOP · DOL Form 5500 · 2024

S&j Supply Company, Inc. ESOP

Data updated 2026-08-25

$63M
Total assets Below avg plan size
32
Participants Small participant base
87th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: S&j Supply Company, Inc. Employee Stock Ownership Plan · Sponsored by S&j Supply Company, Inc. · California · Wholesale Trade

$63M in assets, 32 participants

S&j Supply Company, Inc.'s S&j Supply Company, Inc. Employee Stock Ownership Plan reported $63M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,340 in Wholesale Trade (6,080 peers)

Where S&j Supply Company, Inc. Employee Stock Ownership Plan sits by assets

S&j Supply Company, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $63M for 32 participants (~$2.0M/participant), up 13.3% in 2024.

#5,340
in Wholesale Trade (6,080 peers)
+13.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

S&j Supply Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

S&j Supply Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$62,807,995 Top 13% higher than 87% 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

S&j Supply Company, 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. S&j Supply Company, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S&j Supply Company, Inc. Employee Stock Ownership Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • S&j Supply Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $55M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • S&j Supply Company, Inc. Employee Stock Ownership Plan reported participants fell from 33 in the plan year 2023 filing to 32 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954399917 · S&j Supply Company, Inc. PY 2024 · ESOP

S&j Supply Company, Inc. Employee Stock Ownership Plan · $63M · 32 · 87th

  • PHOTO $63M
  • IND 32
  • EOY 87th
  • 5500 ESOP
  • ASSETS near Dansko Holdings, Inc. Employee Stock Ownership Plan
  • PCT ind #5340

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 California →

S&j Supply Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dansko Holdings, Inc. Employee Stock Ownership PlanDansko Holdings, Inc. Employ…$63MS&j Supply Company, Inc. Employee Stock Ownership PlanS&j Supply Company, Inc. Emp…$63MChillco, Inc. Employee Stock Ownership PlanChillco, Inc. Employee Stock…$63MG.W. Lisk Company, Inc. Employee Stock Ownership PlanG.W. Lisk Company, Inc. Empl…$63MVan Kirk Brothers Contracting Employee Stock Ownership PlanVan Kirk Brothers Contractin…$63M
End-of-year total assets ($M) among S&j Supply Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$63M
Net Income$7M
Employer EIN954399917
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S&j Supply Company, Inc.)

Sponsor-wide plan assets over time

All S&j Supply Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 41.830472241449826% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.3M $62.8M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 29 $44M
2023 1 33 $55M
2024 1 32 $63M

Nearby ESOP Plans in California

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

S&j Supply Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants S&j Supply Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.062807995 · Participants: 32S&j Supply Company, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
S&j Supply Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare S&j Supply Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

S&j Supply Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Dansko Holdings, Inc. Employee Stock Ownership Plan in PA ($63M); by covered participants it is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 S&j Supply Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
S&j Supply Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.3% during 2024, from $55M to $63M. Reported net income was $7M.
How have S&j Supply Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S&j Supply Company, Inc.'s sponsor-wide assets grew 41.8%, from $44M to $63M.
Where does S&j Supply Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
S&j Supply Company, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to S&j Supply Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dansko Holdings, Inc. Employee Stock Ownership Plan in PA ($63M, 118 participants).
Which ESOP plans cover a similar participant headcount to S&j Supply Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants, $607K 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 954399917.

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.