ESOP · DOL Form 5500 · 2022
J. D. Steel Co., Inc. ESOP
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 219
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $136,442
- Avg per participant Near avg balance/head
Official DOL plan name: J. D. Steel Co., Inc. Employee Stock Ownership Plan · Sponsored by J. D. Steel Co., Inc. · Arizona · Other Services
$30M in assets, 219 participants
J. D. Steel Co., Inc.'s J. D. Steel Co., Inc. Employee Stock Ownership Plan reported $30M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,670 in Other Services (8,398 peers)
Coverage in Arizona
J. D. Steel Co., Inc. Employee Stock Ownership Plan covers 219 participants in Arizona, about 39% of the average Arizona filer (state average ~564 per filing). Assets: $30M.
- #7,670
- in Other Services (8,398 peers)
- +46.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
J. D. Steel Co., Inc. Employee Stock Ownership Plan's outsized position by total assets
J. D. Steel Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$29,880,729 Top 17% higher than 83% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
J. D. Steel Co., 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. J. D. Steel Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (219 participants).
EBSA filing schedule strip
Filing strip 860226433 · J. D. Steel Co., Inc. PY 2022 · ESOP
J. D. Steel Co., Inc. Employee Stock Ownership Plan · $30M · 219 · 83rd
- EBSA $30M
- EBSA 219
- EBSA 83rd
- EBSA ESOP
- EBSA near Consulting Engineers Group Employee Stock Ownership Plan
- EBSA ind #7670
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. D. Steel Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $10M |
| Employer EIN | 860226433 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J. D. Steel Co., Inc.)
Sponsor-wide plan assets over time
All J. D. Steel Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 65.32943356234716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 219 | $30M |
| 2023 | 1 | 156 | $42M |
| 2024 | 1 | 219 | $49M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
J. D. Steel Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Consulting Engineers Group Employee Stock Ownership Plan in IL ($30M); by covered participants it is Darvin Holding Company Employee Stock Ownership Plan in IL (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (219 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.