ESOP · DOL Form 5500 · 2022

Joelcorp, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
64
Participants Small participant base
61st
Percentile by assets National rank
$130,025
Avg per participant Near avg balance/head
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Official DOL plan name: West Press Employee Stock Ownership Plan · Sponsored by Joelcorp, Inc. · Arizona · Manufacturing

$8M in assets, 64 participants

Joelcorp, Inc.'s West Press Employee Stock Ownership Plan reported $8M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #9,761 in Manufacturing (20,602 peers)

Joelcorp, Inc. multi-year trail

Joelcorp, Inc.'s plans moved +24.8% in assets from 2022 to 2024; this filing shows West Press Employee Stock Ownership Plan at $8M / 64 participants.

#9,761
in Manufacturing (20,602 peers)
+16.6%
assets growth YoY

West Press Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

West Press Employee Stock Ownership Plan vs every filed plan by assets

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

$8,321,622 Top 39% higher than 61% 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

West Press 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. West Press Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 860735384 · Joelcorp, Inc. PY 2022 · ESOP

West Press Employee Stock Ownership Plan · $8M · 64 · 61st

  • ASSETS $8M
  • PCT 64
  • EIN 61st
  • RANK ESOP
  • PHOTO near Rapp Petroleum Employee Stock Ownership Plan
  • IND ind #9761

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 →

West Press Employee Stock Ownership Plan in the asset neighbourhood

Movement for Life Employee Stock Ownership PlanMovement for Life Employee S…$8MWest Press Employee Stock Ownership PlanWest Press Employee Stock Ow…$8MRapp Petroleum Employee Stock Ownership PlanRapp Petroleum Employee Stoc…$8MRebling Plastics Employee Stock Ownership PlanRebling Plastics Employee St…$8MEmployee Stock Ownership Plan of Winona Agency, Inc.Employee Stock Ownership Pla…$8M
End-of-year total assets ($M) among West Press Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Joelcorp, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joelcorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 24.84401478461771% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.32M $10.4M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 64 $8M
2023 1 64 $10M
2024 1 66 $10M

Joelcorp, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN860735384
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

West Press Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants West Press Employee Stock Ownership Plan, Total assets ($M): 8.321622 · Participants: 64West Press 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
West Press Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants

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

Outside Arizona, the nearest ESOP by assets is Rapp Petroleum Employee Stock Ownership Plan in NY ($8M); by covered participants it is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 West Press Employee Stock Ownership Plan assets move in 2022?
West Press Employee Stock Ownership Plan grew sharply - up 16.6% during 2022, from $7M to $8M. Reported net income was $1M.
How have Joelcorp, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Joelcorp, Inc.'s sponsor-wide assets grew 24.8%, from $8M to $10M.
Which ESOP plans are similar in size to West Press Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Rapp Petroleum Employee Stock Ownership Plan in NY ($8M, 128 participants).
Which ESOP plans cover a similar participant headcount to West Press Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants, $5M in assets).