ESOP · DOL Form 5500 · 2022

J.B. Ventures, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
93
Participants Small participant base
77th
Percentile by assets National rank
$214,592
Avg per participant Above avg balance/head
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Official DOL plan name: J. B. Steel Employee Stock Ownership Plan · Sponsored by J.B. Ventures, Inc. · Arizona · Manufacturing

$20M in assets, 93 participants

J.B. Ventures, Inc.'s J. B. Steel Employee Stock Ownership Plan reported $20M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,046 in Manufacturing (20,602 peers)

Where J. B. Steel Employee Stock Ownership Plan sits by assets

J. B. Steel Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $20M for 93 participants (~$214,592/participant), up 12.0% in 2022.

#14,046
in Manufacturing (20,602 peers)
+12.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

J. B. Steel Employee Stock Ownership Plan's outsized position by total assets

J. B. Steel Employee Stock Ownership Plan vs every filed plan by assets

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

$19,957,025 Top 23% higher than 77% 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

J. B. Steel Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. B. Steel Employee Stock Ownership Plan is a small filing (93 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 200750941 · J.B. Ventures, Inc. PY 2022 · ESOP

J. B. Steel Employee Stock Ownership Plan · $20M · 93 · 77th

  • PCT $20M
  • PCT 93
  • PCT 77th
  • PCT ESOP
  • PCT near Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan
  • PCT ind #14046

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 Arizona →

J. B. Steel Employee Stock Ownership Plan in the asset neighbourhood

Okee Industries, Inc. Employee Stock Ownership PlanOkee Industries, Inc. Employ…$20MJ. B. Steel Employee Stock Ownership PlanJ. B. Steel Employee Stock O…$20MWenthe-Davidson Engineering Co. Employee Stock Ownership PlanWenthe-Davidson Engineering …$20MAbm Holdings, Inc. ESOP$20MDecibel Research, Inc. Employee Stock Ownership PlanDecibel Research, Inc. Emplo…$20M
End-of-year total assets ($M) among J. B. Steel Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN200750941
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.B. Ventures, Inc.)

Sponsor-wide plan assets over time

All J.B. Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 3.089714023006936% vs 2022
2024 filing year
$19.8M$20M$20.2M$20.4M$20.6M$20.8M 202220232024 $20M $20.6M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 93 $20M
2023 1 92 $20M
2024 1 83 $21M

Nearby ESOP Plans in Arizona

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

J. B. Steel Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants J. B. Steel Employee Stock Ownership Plan, Total assets ($M): 19.957025 · Participants: 93J. B. Steel Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership Plan
J. B. Steel Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare J. B. Steel Employee Stock Ownership Plan side-by-side with 3 peers →

J. B. Steel Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI ($20M); by covered participants it is Career Strategies, Inc. Employee Stock Ownership Plan in TX (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 J. B. Steel Employee Stock Ownership Plan assets move in 2022? ▼
J. B. Steel Employee Stock Ownership Plan grew at a solid clip - up 12.0% during 2022, from $18M to $20M. Reported net income was $3M.
How have J.B. Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.B. Ventures, Inc.'s sponsor-wide assets grew 3.1%, from $20M to $21M.
Where does J. B. Steel Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
J. B. Steel Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to J. B. Steel Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI ($20M, 237 participants).
Which ESOP plans cover a similar participant headcount to J. B. Steel Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Career Strategies, Inc. Employee Stock Ownership Plan in TX (93 participants, $35M 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 200750941.

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.