ESOP · DOL Form 5500 · 2022

J. Lee Milligan, Inc. ESOP

Data updated 2026-08-25

$36M
Total assets Below avg plan size
336
Participants Below avg headcount
85th
Percentile by assets National rank
$107,728
Avg per participant Below avg balance/head
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Official DOL plan name: J. Lee Milligan, Inc. Employee Stock Ownership Plan · Sponsored by J. Lee Milligan, Inc. · Texas · Construction

$36M in assets, 336 participants

J. Lee Milligan, Inc.'s J. Lee Milligan, Inc. Employee Stock Ownership Plan reported $36M in total assets and 336 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,301 in Construction (9,927 peers)

Coverage in Texas

J. Lee Milligan, Inc. Employee Stock Ownership Plan covers 336 participants in Texas, about 49% of the average Texas filer (state average ~688 per filing). Assets: $36M.

#8,301
in Construction (9,927 peers)
+0.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

J. Lee Milligan, Inc. Employee Stock Ownership Plan's outsized position by total assets

J. Lee Milligan, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$36,196,672 Top 15% higher than 85% 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

J. Lee Milligan, 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. Lee Milligan, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (336 participants).

DOL schedule card

Filing strip 750971715 · J. Lee Milligan, Inc. PY 2022 · ESOP

J. Lee Milligan, Inc. Employee Stock Ownership Plan · $36M · 336 · 85th

  • EIN $36M
  • RANK 336
  • PHOTO 85th
  • IND ESOP
  • EOY near Fund Evaluation Group Employee Stock Ownership Plan
  • 5500 ind #8301

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 Texas →

J. Lee Milligan, Inc. Employee Stock Ownership Plan in the asset neighbourhood

J. Lee Milligan, Inc. Employee Stock Ownership PlanJ. Lee Milligan, Inc. Employ…$36MFund Evaluation Group Employee Stock Ownership PlanFund Evaluation Group Employ…$36MBarker-Phillips-Jackson, Inc. Employee Stock Ownership PlanBarker-Phillips-Jackson, Inc…$36MFolience, Inc. Employee Stock Ownership PlanFolience, Inc. Employee Stoc…$36MTriad Manufacturing, Inc. Employee Stock Ownership PlanTriad Manufacturing, Inc. Em…$36M
End-of-year total assets ($M) among J. Lee Milligan, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$34M
Net Income$539K
Employer EIN750971715
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Lee Milligan, Inc.)

Sponsor-wide plan assets over time

All J. Lee Milligan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$92M 99.61015601983306% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $46.1M $92M ▲ +99.6%
Year Plans Participants Total Assets
2022 2 687 $46M
2023 2 645 $72M
2024 2 651 $92M

Nearby ESOP Plans in Texas

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

J. Lee Milligan, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants J. Lee Milligan, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.036196672 · Participants: 336J. Lee Milligan, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
J. Lee Milligan, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare J. Lee Milligan, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

J. Lee Milligan, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Fund Evaluation Group Employee Stock Ownership Plan in OH ($36M); by covered participants it is Milan Institute Employee Stock Ownership Plan in CA (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 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 J. Lee Milligan, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
J. Lee Milligan, Inc. Employee Stock Ownership Plan held essentially flat - up 0.2% during 2022, from $36M to $36M. Reported net income was $539K.
How have J. Lee Milligan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Lee Milligan, Inc.'s sponsor-wide assets grew 99.6%, from $46M to $92M.
Where does J. Lee Milligan, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
J. Lee Milligan, Inc. Employee Stock Ownership Plan ranks in the 85th 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. Lee Milligan, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fund Evaluation Group Employee Stock Ownership Plan in OH ($36M, 118 participants).
Which ESOP plans cover a similar participant headcount to J. Lee Milligan, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Milan Institute Employee Stock Ownership Plan in CA (336 participants, $6M 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 750971715.

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.