ESOP · DOL Form 5500 · 2022
Jay Petroleum, Inc. ESOP
Data updated 2026-08-11
- $28M
- Total assets
- 1,181
- Participants
- 82nd
- Percentile by assets
- $23,413
- Avg per participant
Official DOL plan name: Jay Petroleum Inc. Employee Stock Ownership Plan · Sponsored by Jay Petroleum, Inc. · Indiana · Retail Trade
$28M in assets, 1,181 participants
Jay Petroleum, Inc.'s Jay Petroleum Inc. Employee Stock Ownership Plan reported $28M in total assets and 1,181 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #8,548 in Retail Trade (9,519 peers)
Coverage in Indiana
Jay Petroleum Inc. Employee Stock Ownership Plan covers 1,181 participants in Indiana, 2.2x the typical Indiana plan (state average ~541 per filing). Assets: $28M.
- $28M
- total plan assets (2022 EOY)
- 1,181
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $23,413
- avg assets per participant
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Jay Petroleum Inc. Employee Stock Ownership Plan reports 1,181 participants - 2.2x that state average ($28M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $11M |
| Employer EIN | 351037456 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jay Petroleum, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,489 | $31M |
| 2023 | 2 | 1,492 | $36M |
| 2024 | 2 | 1,620 | $35M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Jay Petroleum Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Jay Petroleum Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Jay Petroleum Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Jay Petroleum 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 Indiana. Compare plans
- Jay Petroleum, Inc.'s sponsor-wide assets have grown 11.9% since 2022 across 3 plan years on file. More Retail Trade plans