ESOP · DOL Form 5500 · 2024

J. O. Cook, Inc ESOP

Data updated 2026-08-25

$32K
Total assets Small plan by assets
9
Participants Small participant base
3rd
Percentile by assets National rank
$3,547
Avg per participant Low balance/head
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Official DOL plan name: J. O. Cook, Inc Employee Stock Ownership Plan · Sponsored by J. O. Cook, Inc · New York · Retail Trade

$32K in assets, 9 participants

J. O. Cook, Inc's J. O. Cook, Inc Employee Stock Ownership Plan reported $32K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.

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

J. O. Cook, Inc multi-year trail

J. O. Cook, Inc's plans moved -31.8% in assets from 2022 to 2024; this filing shows J. O. Cook, Inc Employee Stock Ownership Plan at $32K / 9 participants.

#345
in Retail Trade (8,048 peers)
-25.6%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J. O. Cook, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

J. O. Cook, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$31,925 3rd percentile higher than 3% 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. O. Cook, Inc Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. O. Cook, Inc Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. O. Cook, Inc Employee Stock Ownership Plan reported net income fell from -$4K in the plan year 2023 filing to -$11K in the plan year 2024 filing.
  • J. O. Cook, Inc Employee Stock Ownership Plan end-of-year assets fell from $43K in the plan year 2023 filing to $32K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 160391923 · J. O. Cook, Inc PY 2024 · ESOP

J. O. Cook, Inc Employee Stock Ownership Plan · $32K · 9 · 3rd

  • PHOTO $32K
  • PHOTO 9
  • PHOTO 3rd
  • PHOTO ESOP
  • PHOTO near Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024
  • PHOTO ind #345

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 →

J. O. Cook, Inc Employee Stock Ownership Plan in the asset neighbourhood

J. O. Cook, Inc Employee Stock Ownership PlanJ. O. Cook, Inc Employee Sto…$32KProgram Planning Professionals Inc. Employee Stock Ownership Plan - 2024Program Planning Professiona…$31KPineapple Energy, Inc. Employee Stock Ownership Plan and TrustPineapple Energy, Inc. Emplo…$33KAlarcon Asc, Inc. ESOP$31KWeather Tight Corporation Employee Stock Ownership PlanWeather Tight Corporation Em…$31K
End-of-year total assets ($M) among J. O. Cook, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

J. O. Cook, Inc multi-year asset trail

Sponsor-wide plan assets over time

All J. O. Cook, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$32K 31.795846863783968% vs 2022
2024 filing year
$0.02M$0.03M$0.04M$0.05M$0.06M 202220232024 $0.05M $0.03M ▼ -40.0%
Year Plans Participants Total Assets
2022 1 9 $47K
2023 1 9 $43K
2024 1 9 $32K

J. O. Cook, Inc filing trail (2024)

Total Assets (Beginning of Year)$43K
Net Assets (End of Year)$32K
Net Income-$11K
Employer EIN160391923
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

J. O. Cook, 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 ($M) Participants J. O. Cook, Inc Employee Stock Ownership Plan, Total assets ($M): 0.031925 · Participants: 9J. O. Cook, 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
J. O. Cook, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare J. O. Cook, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

J. O. Cook, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 in MI ($31K); by covered participants it is Commercial Bank of Mott Employee Stock Ownership Plan in ND (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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. O. Cook, Inc Employee Stock Ownership Plan assets move in 2024? ▼
J. O. Cook, Inc Employee Stock Ownership Plan declined sharply - down 25.6% during 2024, from $43K to $32K. Reported net income was -$11K.
How have J. O. Cook, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. O. Cook, Inc's sponsor-wide assets declined 31.8%, from $47K to $32K.
Where does J. O. Cook, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
J. O. Cook, Inc Employee Stock Ownership Plan ranks in the 3rd 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 J. O. Cook, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 in MI ($31K, 74 participants).
Which ESOP plans cover a similar participant headcount to J. O. Cook, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Commercial Bank of Mott Employee Stock Ownership Plan in ND (9 participants, $11M 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 160391923.

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.