ESOP · DOL Form 5500 · 2022

Jasper Holdings, Inc. ESOP

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
3,842
Participants Above avg headcount
99th
Percentile by assets National rank
$396,691
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #20,316 in Manufacturing (20,602 peers)

Coverage in Indiana

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust covers 3,842 participants in Indiana, 7.1x the typical Indiana plan (state average ~541 per filing). Assets: $1.5B.

#20,316
in Manufacturing (20,602 peers)
+11.7%
assets growth YoY
15×
vs typical plan assets (national mean)

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust's outsized position by total assets

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,524,085,669 Top 1% higher than 99% of 139,123 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 2022

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jasper Holdings, Inc Employee Stock Ownership Plan and Trust lands in the large band (3,842 participants).

EBSA filing schedule strip

Filing strip 832826508 · Jasper Holdings, Inc. PY 2022 · ESOP

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust · $1.5B · 3,842 · 99th

  • ASSETS $1.5B
  • PCT 3,842
  • EIN 99th
  • RANK ESOP
  • PHOTO near The Garland Industries, Inc. Employee Stock Ownership Plan & Trust
  • IND ind #20316

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 Indiana →

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust in the asset neighbourhood

Old Dominion 401(k) Retirement PlanOld Dominion 401(k) Retireme…$1.8BSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanSchweitzer Engineering Labor…$1.8BOri 401(k) Savings and Profit Sharing PlanOri 401(k) Savings and Profi…$1.7BJasper Holdings, Inc Employee Stock Ownership Plan and TrustJasper Holdings, Inc Employe…$1.5BThe Garland Industries, Inc. Employee Stock Ownership Plan & TrustThe Garland Industries, Inc.…$1.4B
End-of-year total assets ($B) among Jasper Holdings, Inc Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.3B
Net Income$144M
Employer EIN832826508
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jasper Holdings, Inc.)

Sponsor-wide plan assets over time

All Jasper Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 43.857748926946904% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $1.77B $2.54B ▲ +43.5%
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 Scatter plot of 6 data points. 010002000300040005000 00.511.52 Total assets ($B) Participants Jasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.099810264 · Participants: 503Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Jasper Holdings, Inc Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is The Garland Industries, Inc. Employee Stock Ownership Plan & Trust in OH ($1.4B); by covered participants it is Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan in OH (3,839 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,842 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.

Frequently Asked Questions

How did Jasper Holdings, Inc Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust grew at a solid clip - up 11.7% during 2022, from $1.4B to $1.5B. Reported net income was $144M.
How have Jasper Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jasper Holdings, Inc.'s sponsor-wide assets grew 43.9%, from $1.8B to $2.5B.
Where does Jasper Holdings, Inc Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Jasper Holdings, Inc Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is The Garland Industries, Inc. Employee Stock Ownership Plan & Trust in OH ($1.4B, 1,000 participants).
Which ESOP plans cover a similar participant headcount to Jasper Holdings, Inc Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan in OH (3,839 participants, $410M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832826508.

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.