ESOP · DOL Form 5500 · 2023

Jasper Holdings, Inc. ESOP

Data updated 2026-08-11

$1.9B
Total assets: 3,535
Participants: 99th
Percentile by assets: $543,640
Avg per participant

Official DOL plan name: Jasper Holdings, Inc Employee Stock Ownership Plan and Trust · Sponsored by Jasper Holdings, Inc. · Indiana · Manufacturing

$1.9B in assets, 3,535 participants

Jasper Holdings, Inc.'s Jasper Holdings, Inc Employee Stock Ownership Plan and Trust reported $1.9B in total assets and 3,535 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 127,072 plans)
#18,466 in Manufacturing (18,722 peers)

Coverage in Indiana

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust covers 3,535 participants in Indiana, 6.5x the typical Indiana plan (state average ~541 per filing). Assets: $1.9B.

$1.9B
total plan assets (2023 EOY): 3,535
covered participants: 99th
percentile by assets (of 127,072 plans): $543,640
avg assets per participant

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust reported net income rose from $144M in the plan year 2022 filing to $377M in the plan year 2023 filing.
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust end-of-year assets rose from $1.5B in the plan year 2022 filing to $1.9B in the plan year 2023 filing.
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust reported participants fell from 3,842 in the plan year 2022 filing to 3,535 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Indiana

Industry

Manufacturing

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Jasper Holdings, Inc Employee Stock Ownership Plan and Trust reports 3,535 participants - 6.5x that state average ($1.9B EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)	$1.5B
Net Assets (End of Year)	$1.6B
Net Income	$377M
Employer EIN	832826508
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jasper Holdings, Inc.)

Total plan assets by year, all Jasper Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	7,405	$1.8B
2023	2	7,603	$2.2B
2024	2	8,518	$2.5B

Nearby ESOP Plans in Indiana

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

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants

Urschel Laboratories Employee Stock Ownership Plan $366M · 487
Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 509

Compare Jasper Holdings, Inc Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Jasper Holdings, Inc Employee Stock Ownership Plan and Trust by total assets, not by location.

W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan (DE) $1.9B · 7,813
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust (OH) $1.7B · 1,019
Kehe Distributors, Inc. Employee Stock Ownership Plan (IL) $1.6B · 4,251
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement (PA) $1.6B · 342

Frequently Asked Questions

How did Jasper Holdings, Inc Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust grew sharply - up 26.1% during 2023, from $1.5B to $1.9B. Reported net income was $377M.

How have Jasper Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jasper Holdings, Inc.'s sponsor-wide assets grew 43.9%, from $1.8B to $2.5B.

Where does Jasper Holdings, Inc Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).

Which ESOP plans are similar in size to Jasper Holdings, Inc Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan in DE ($1.9B, 7,813 participants).

Next read for Jasper Holdings, Inc Employee Stock Owne…

Filing takeaways

Ways to act on Jasper Holdings, Inc Employee Stock Ownership Plan and Trust's numbers.

By total assets, Jasper Holdings, Inc Employee Stock Ownership Plan and Trust ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
Jasper Holdings, Inc.'s sponsor-wide assets have grown 43.9% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832826508.