ESOP · DOL Form 5500 · 2022

Jb Cunningham, Inc. ESOP

Data updated 2026-08-25

$37M
Total assets Below avg plan size
177
Participants Small participant base
85th
Percentile by assets National rank
$209,667
Avg per participant Above avg balance/head
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Official DOL plan name: Indiana Industrial Services Employee Stock Ownership Plan · Sponsored by Jb Cunningham, Inc. · Indiana · Management of Enterprises

$37M in assets, 177 participants

Jb Cunningham, Inc.'s Indiana Industrial Services Employee Stock Ownership Plan reported $37M in total assets and 177 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #798 in Management of Enterprises (1,193 peers)

Coverage in Indiana

Indiana Industrial Services Employee Stock Ownership Plan covers 177 participants in Indiana, about 33% of the average Indiana filer (state average ~541 per filing). Assets: $37M.

#798
in Management of Enterprises (1,193 peers)
-3.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Indiana Industrial Services Employee Stock Ownership Plan's outsized position by total assets

Indiana Industrial Services Employee Stock Ownership Plan vs every filed plan by assets

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

$37,111,003 Top 15% higher than 85% 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

Indiana Industrial Services Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Indiana Industrial Services Employee Stock Ownership Plan sits mid-pack in the medium band (177 participants).

Published 5500 schedule card

Filing strip 352188873 · Jb Cunningham, Inc. PY 2022 · ESOP

Indiana Industrial Services Employee Stock Ownership Plan · $37M · 177 · 85th

  • EBSA $37M
  • EBSA 177
  • EBSA 85th
  • EBSA ESOP
  • EBSA near Interior Architects, Inc. Employee Stock Ownership Plan
  • EBSA ind #798

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 →

Indiana Industrial Services Employee Stock Ownership Plan in the asset neighbourhood

Ke&g Construction, Inc. Employee Stock Ownership PlanKe&g Construction, Inc. Empl…$37MIndiana Industrial Services Employee Stock Ownership PlanIndiana Industrial Services …$37MInterior Architects, Inc. Employee Stock Ownership PlanInterior Architects, Inc. Em…$37MReliable Community Bancshares, Inc. Employee Stock Ownership PlanReliable Community Bancshare…$37MPort Amherst, Ltd. Employee Stock Ownership PlanPort Amherst, Ltd. Employee …$37M
End-of-year total assets ($M) among Indiana Industrial Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$35M
Net Income-$1M
Employer EIN352188873
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jb Cunningham, Inc.)

Sponsor-wide plan assets over time

All Jb Cunningham, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 1.7781572758893096% vs 2022
2024 filing year
$36.2M$36.4M$36.6M$36.8M$37M$37.2M 202220232024 $37.1M $36.5M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 177 $37M
2023 1 144 $37M
2024 1 160 $36M

Nearby ESOP Plans in Indiana

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

Indiana Industrial Services Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Indiana Industrial Services Employee Stock Ownership Plan, Total assets ($B): 0.037111003 · Participants: 177Indiana Industrial Services Employee Stock Ownership PlanJasper 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 Plan
Indiana Industrial Services Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Indiana Industrial Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Interior Architects, Inc. Employee Stock Ownership Plan in CA ($37M); by covered participants it is Pacts Holdings, Inc. Employee Stock Ownership Plan in NC (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Indiana Industrial Services Employee Stock Ownership Plan assets move in 2022? ▼
Indiana Industrial Services Employee Stock Ownership Plan edged down modestly - down 3.1% during 2022, from $38M to $37M. Reported net income was -$1M.
How have Jb Cunningham, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jb Cunningham, Inc.'s sponsor-wide assets declined 1.8%, from $37M to $36M.
Where does Indiana Industrial Services Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Indiana Industrial Services Employee Stock Ownership Plan ranks in the 85th 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 Indiana Industrial Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Interior Architects, Inc. Employee Stock Ownership Plan in CA ($37M, 664 participants).
Which ESOP plans cover a similar participant headcount to Indiana Industrial Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pacts Holdings, Inc. Employee Stock Ownership Plan in NC (177 participants, $4M in assets).