ESOP · DOL Form 5500 · 2024
Jackson Tool Sales Inc ESOP
Data updated 2026-08-25
- $70K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $70,438
- Avg per participant Below avg balance/head
Official DOL plan name: Jackson Tool Sales Inc Employee Stock Ownership Plan · Sponsored by Jackson Tool Sales Inc · Michigan · Transportation & Warehousing
$70K in assets, 1 participants
Jackson Tool Sales Inc's Jackson Tool Sales Inc Employee Stock Ownership Plan reported $70K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.
- #135 in Transportation & Warehousing (3,299 peers)
Jackson Tool Sales Inc multi-year trail
Jackson Tool Sales Inc's plans moved -46.8% in assets from 2022 to 2024; this filing shows Jackson Tool Sales Inc Employee Stock Ownership Plan at $70K / 1 participant.
- #135
- in Transportation & Warehousing (3,299 peers)
- -55.8%
- assets change YoY
The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jackson Tool Sales Inc Employee Stock Ownership Plan among the smaller filed plans by assets
Jackson Tool Sales Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$70,438 5th percentile higher than 5% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Jackson Tool Sales 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. Jackson Tool Sales Inc Employee Stock Ownership Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jackson Tool Sales Inc Employee Stock Ownership Plan reported net income fell from $27K in the plan year 2023 filing to -$89K in the plan year 2024 filing.
- Jackson Tool Sales Inc Employee Stock Ownership Plan end-of-year assets fell from $159K in the plan year 2023 filing to $70K in the plan year 2024 filing.
DOL schedule card
Filing strip 381503190 · Jackson Tool Sales Inc PY 2024 · ESOP
Jackson Tool Sales Inc Employee Stock Ownership Plan · $70K · 1 · 5th
- 5500 $70K
- ASSETS 1
- PCT 5th
- EIN ESOP
- RANK near Hill Administrative Services, Inc. Employee Stock Ownership and Profit Sharing Plan
- PHOTO ind #135
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 →
Jackson Tool Sales Inc Employee Stock Ownership Plan in the asset neighbourhood
Jackson Tool Sales Inc multi-year asset trail
Sponsor-wide plan assets over time
All Jackson Tool Sales Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $70K 46.829614420725264% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $132K |
| 2023 | 1 | 1 | $159K |
| 2024 | 1 | 1 | $70K |
Jackson Tool Sales Inc filing trail (2024)
| Total Assets (Beginning of Year) | $159K |
|---|---|
| Net Assets (End of Year) | $70K |
| Net Income | -$89K |
| Employer EIN | 381503190 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.6B · 1,780
- The Kendall Group Employee Stock Ownership Plan $900M · 1,936
- Project Worldwide, Inc. Employee Stock Ownership Plan $453M · 1,284
- Motor City Electric Co. Employee Stock Ownership Plan $410M · 218
- Lee Contracting, Inc. Employee Stock Ownership Plan $250M · 565
Jackson Tool Sales Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Hill Administrative Services, Inc. Employee Stock Ownership and Profit Sharing Plan in FL ($70K); by covered participants it is Blazer Employee Stock Ownership Plan in CO (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.