ESOP · DOL Form 5500 · 2022
Jim White Group Inc ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust · Sponsored by Jim White Group Inc · Michigan · Wholesale Trade
$4M in assets, 4 participants
Jim White Group Inc's Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #2,293 in Wholesale Trade (6,843 peers)
What the 2022 filing shows
Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust holds $4M for 4 participants - about $1.0M per participant, in the lower half of filed plans by assets.
- #2,293
- in Wholesale Trade (6,843 peers)
- +7.8%
- assets growth YoY
Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,033,242 46th percentile higher than 46% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 382395458 · Jim White Group Inc PY 2022 · ESOP
Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust · $4M · 4 · 46th
- PART $4M
- PART 4
- PART 46th
- PART ESOP
- PART near Northeast Indiana Bancorp Inc. ESOP Plan
- PART ind #2293
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 →
Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $291K |
| Employer EIN | 382395458 |
| Plan Effective Date | 1988-02-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jim White Group Inc)
Sponsor-wide plan assets over time
All Jim White Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 0.5702112593293435% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $4M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $4M |
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 $1.1B · 1,155
- The Kendall Group Employee Stock Ownership Plan $726M · 1,817
- Project Worldwide, Inc. Employee Stock Ownership Plan $395M · 977
- Motor City Electric Co. Employee Stock Ownership Plan $191M · 209
- Bandit Holding Company, Inc. Employee Stock Ownership Plan $182M · 591
Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Northeast Indiana Bancorp Inc. ESOP Plan in IN ($4M); by covered participants it is Ckbp LLC Employee Stock Ownership Plan in IL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.