ESOP · DOL Form 5500 · 2022

Jteam Inc ESOP

Data updated 2026-08-25

$58M
Total assets Below avg plan size
115
Participants Small participant base
89th
Percentile by assets National rank
$506,087
Avg per participant High balance/head
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Official DOL plan name: Jteam Inc Employee Stock Ownership Plan · Sponsored by Jteam Inc · North Carolina · Wholesale Trade

$58M in assets, 115 participants

Jteam Inc's Jteam Inc Employee Stock Ownership Plan reported $58M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #6,193 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Jteam Inc Employee Stock Ownership Plan covers 115 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $58M.

#6,193
in Wholesale Trade (6,843 peers)
+11.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Jteam Inc Employee Stock Ownership Plan's outsized position by total assets

Jteam Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$58,200,015 Top 11% higher than 89% 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

Jteam Inc 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. Jteam Inc Employee Stock Ownership Plan sits mid-pack in the medium band (115 participants).

Published 5500 schedule card

Filing strip 201895713 · Jteam Inc PY 2022 · ESOP

Jteam Inc Employee Stock Ownership Plan · $58M · 115 · 89th

  • TYPE $58M
  • NET 115
  • BOOK 89th
  • VS-ST ESOP
  • BOY near Metro Sales, Inc. Employee Stock Ownership Plan
  • SCH ind #6193

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 North Carolina →

Jteam Inc Employee Stock Ownership Plan in the asset neighbourhood

Jteam Inc Employee Stock Ownership PlanJteam Inc Employee Stock Own…$58MMetro Sales, Inc. Employee Stock Ownership PlanMetro Sales, Inc. Employee S…$58MHinderliter, De Llamas & Associates ESOPHinderliter, De Llamas & Ass…$58MG.W. Lisk Company, Inc. Employee Stock Ownership PlanG.W. Lisk Company, Inc. Empl…$58MCommercial Contracting Corporation Employee Stock Ownership PlanCommercial Contracting Corpo…$58M
End-of-year total assets ($M) among Jteam Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$58M
Net Income$6M
Employer EIN201895713
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jteam Inc)

Sponsor-wide plan assets over time

All Jteam Inc plans reported in each filing year

Latest sponsor-wide plan assets
$55M 5.6997940636269595% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $58.2M $54.9M ▼ -5.7%
Year Plans Participants Total Assets
2022 1 115 $58M
2023 1 117 $63M
2024 1 127 $55M

Nearby ESOP Plans in North Carolina

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

Jteam Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Jteam Inc Employee Stock Ownership Plan, Total assets ($B): 0.058200015 · Participants: 115Jteam Inc Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Jteam Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants

Jteam Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Metro Sales, Inc. Employee Stock Ownership Plan in MN ($58M); by covered participants it is Rose & Kiernan Emp Stock Ownership Pl & Tr in NY (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Jteam Inc Employee Stock Ownership Plan assets move in 2022? ▼
Jteam Inc Employee Stock Ownership Plan grew at a solid clip - up 11.5% during 2022, from $52M to $58M. Reported net income was $6M.
How have Jteam Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jteam Inc's sponsor-wide assets declined 5.7%, from $58M to $55M.
Where does Jteam Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jteam Inc Employee Stock Ownership Plan ranks in the 89th 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 Jteam Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Metro Sales, Inc. Employee Stock Ownership Plan in MN ($58M, 232 participants).
Which ESOP plans cover a similar participant headcount to Jteam Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rose & Kiernan Emp Stock Ownership Pl & Tr in NY (115 participants, N/A in assets).