ESOP · DOL Form 5500 · 2022
Jasper Holdings, Inc. ESOP
Data updated 2026-08-06
- $1.5B
- Total assets
- 3,842
- Participants
- 99th
- Percentile by assets
- $396,691
- Avg per participant
Official DOL plan name: Jasper Holdings, Inc Employee Stock Ownership Plan and Trust · Sponsored by Jasper Holdings, Inc. · Indiana · Manufacturing
$1.5B in assets, 3,842 participants
Jasper Holdings, Inc.'s Jasper Holdings, Inc Employee Stock Ownership Plan and Trust reported $1.5B in total assets and 3,842 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #20,343 in Manufacturing (20,629 peers)
Coverage in Indiana
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust covers 3,842 participants in Indiana, 6.9x the typical Indiana plan (state average ~555 per filing). Assets: $1.5B.
- $1.5B
- total plan assets (2022 EOY)
- 3,842
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $396,691
- avg assets per participant
Participants vs Indiana filers
In Indiana, the average filing covers about 555 participants across 2,178 plans. Jasper Holdings, Inc Employee Stock Ownership Plan and Trust reports 3,842 participants - 6.9x that state average ($1.5B EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $144M |
| Employer EIN | 832826508 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jasper Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,405 | $1.8B |
| 2023 | 2 | 7,603 | $2.2B |
| 2024 | 2 | 8,518 | $2.5B |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $100M · 503
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Jasper Holdings, Inc Employee Stock Ownership Plan and Trust by total assets, not by location.
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust (OH) $1.4B · 1,000
- Ori 401(k) Savings and Profit Sharing Plan (IL) $1.7B · 10,023
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan (WA) $1.8B · 3,621
- Old Dominion 401(k) Retirement Plan (NC) $1.8B · 24,080
Frequently Asked Questions
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Filing takeaways
Ways to act on Jasper Holdings, Inc Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Jasper Holdings, Inc Employee Stock Ownership Plan and Trust ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Jasper Holdings, Inc.'s sponsor-wide assets have grown 43.9% since 2022 across 3 plan years on file. More Manufacturing plans