ESOP · DOL Form 5500 · 2022

Jay Petroleum, Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,181
Participants Near avg headcount
82nd
Percentile by assets National rank
$23,413
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,548
in Retail Trade (9,519 peers)
+57.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jay Petroleum Inc. Employee Stock Ownership Plan's outsized position by total assets

Jay Petroleum Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$27,650,860 Top 18% higher than 82% 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

Jay Petroleum Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jay Petroleum Inc. Employee Stock Ownership Plan lands in the large band (1,181 participants).

EBSA filing schedule strip

Filing strip 351037456 · Jay Petroleum, Inc. PY 2022 · ESOP

Jay Petroleum Inc. Employee Stock Ownership Plan · $28M · 1,181 · 82nd

  • SCH $28M
  • EBSA 1,181
  • PART 82nd
  • TYPE ESOP
  • NET near Lightspeed Technologies, Inc. Employee Stock Ownership Plan
  • BOOK ind #8548

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 Indiana →

Jay Petroleum Inc. Employee Stock Ownership Plan in the asset neighbourhood

W&w Glass, Inc. Employee Stock Ownership PlanW&w Glass, Inc. Employee Sto…$28MLodor Enterprises, Inc. Employee Stock Ownership PlanLodor Enterprises, Inc. Empl…$28MParman Holdings Corporation Employee Stock Ownership PlanParman Holdings Corporation …$28MJay Petroleum Inc. Employee Stock Ownership PlanJay Petroleum Inc. Employee …$28MLightspeed Technologies, Inc. Employee Stock Ownership PlanLightspeed Technologies, Inc…$28M
End-of-year total assets ($M) among Jay Petroleum Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$11M
Employer EIN351037456
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jay Petroleum, Inc.)

Sponsor-wide plan assets over time

All Jay Petroleum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 11.928196669519261% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31.3M $35M ▲ +11.9%
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 Scatter plot of 6 data points. 010002000300040005000 -0.500.511.52 Total assets ($B) Participants Jay Petroleum Inc. Employee Stock Ownership Plan, Total assets ($B): 0.02765086 · Participants: 1181Jay Petroleum Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Jay Petroleum Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Jay Petroleum Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Lightspeed Technologies, Inc. Employee Stock Ownership Plan in OR ($28M); by covered participants it is The Haskell Company Employee Stock Ownership Plan in FL (1,182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,181 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 Jay Petroleum Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Jay Petroleum Inc. Employee Stock Ownership Plan surged - up 57.2% during 2022, from $18M to $28M. Reported net income was $11M.
How have Jay Petroleum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jay Petroleum, Inc.'s sponsor-wide assets grew 11.9%, from $31M to $35M.
Where does Jay Petroleum Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jay Petroleum Inc. Employee Stock Ownership Plan ranks in the 82nd 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 Jay Petroleum Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lightspeed Technologies, Inc. Employee Stock Ownership Plan in OR ($28M, 55 participants).
Which ESOP plans cover a similar participant headcount to Jay Petroleum Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Haskell Company Employee Stock Ownership Plan in FL (1,182 participants, $97M in assets).

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 351037456.

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.