ESOP · DOL Form 5500 · 2022

J. D. Steel Co., Inc. ESOP

Data updated 2026-08-11

$30M
Total assets
219
Participants
83rd
Percentile by assets
$136,442
Avg per participant
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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.

  • 83rd percentile by assets (of 139,126 plans)
  • #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.

$30M
total plan assets (2022 EOY)
219
covered participants
83rd
percentile by assets (of 139,126 plans)
$136,442
avg assets per participant

Where J. D. Steel Co., Inc. Employee Stock Ownership Plan sits 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

This plan $0 $2,010,000,000 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

State
Arizona
Industry
Other Services

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. J. D. Steel Co., Inc. Employee Stock Ownership Plan reports 219 participants - about 39% of that state average ($30M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$30M
Net Income$10M
Employer EIN860226433
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. D. Steel Co., Inc.)

$20M$30M$40M$50M$60M 202220232024 $29.9M $49.4M ▲ +65.3%
Total plan assets by year, all J. D. Steel Co., Inc. plans on file
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.

J. D. Steel Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants J. D. Steel Co., Inc…, Total assets ($M): 29.880729 · Participants: 219J. D. Steel Co., Inc…The Sundt Companies …, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies …U-Haul Holding Compa…, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Compa…Spencer's Air Condit…, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Condit…Pima Medical Institu…, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institu…Rvr Employee Stock O…, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock O…
J. D. Steel Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare J. D. Steel Co., Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to J. D. Steel Co., Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did J. D. Steel Co., Inc. Employee Stock Ownership Plan assets move in 2022? ▼
J. D. Steel Co., Inc. Employee Stock Ownership Plan surged - up 46.7% during 2022, from $20M to $30M. Reported net income was $10M.
How have J. D. Steel Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. D. Steel Co., Inc.'s sponsor-wide assets grew 65.3%, from $30M to $49M.
Where does J. D. Steel Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
J. D. Steel Co., Inc. Employee Stock Ownership Plan ranks in the 83rd 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. D. Steel Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Consulting Engineers Group Employee Stock Ownership Plan in IL ($30M, 133 participants).

Next read for J. D. Steel Co., Inc. Employee Stock Own…

Filing takeaways

Ways to act on J. D. Steel Co., Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, J. D. Steel Co., Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
  • J. D. Steel Co., Inc.'s sponsor-wide assets have grown 65.3% since 2022 across 3 plan years on file. More Other Services plans

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 860226433.

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.