ESOP · DOL Form 5500 · 2023

Joe Daniels Construction Co., Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
77
Participants Small participant base
58th
Percentile by assets National rank
$125,231
Avg per participant Near avg balance/head
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Official DOL plan name: Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan · Sponsored by Joe Daniels Construction Co., Inc. · Wisconsin · Construction

$10M in assets, 77 participants

Joe Daniels Construction Co., Inc.'s Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan reported $10M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,070 in Construction (9,030 peers)

Joe Daniels Construction Co., Inc. multi-year trail

Joe Daniels Construction Co., Inc.'s plans moved +15.4% in assets from 2022 to 2024; this filing shows Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan at $10M / 77 participants.

#5,070
in Construction (9,030 peers)
+13.7%
assets growth YoY

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,642,769 Top 42% higher than 58% of 127,068 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 2023

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan reported net income rose from -$826K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan reported participants fell from 82 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391187059 · Joe Daniels Construction Co., Inc. PY 2023 · ESOP

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan · $10M · 77 · 58th

  • BOY $10M
  • SCH 77
  • EBSA 58th
  • PART ESOP
  • TYPE near Tcr Industries, Inc. Employee Stock Ownership Plan
  • NET ind #5070

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 Wisconsin →

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Public Affairs Support Services, Inc. Employee Stock Ownership PlanPublic Affairs Support Servi…$10MJoe Daniels Construction Co., Inc. Employee Stock Ownership PlanJoe Daniels Construction Co.…$10MTcr Industries, Inc. Employee Stock Ownership PlanTcr Industries, Inc. Employe…$10MBogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.)Bogh Holdings, Inc. (F/K/a B…$10MEmployee Stock Ownership Plan of Controlled Blasting, Inc.Employee Stock Ownership Pla…$10M
End-of-year total assets ($M) among Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Joe Daniels Construction Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joe Daniels Construction Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 15.428672805701407% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $44.1M $50.9M ▲ +15.4%
Year Plans Participants Total Assets
2022 2 163 $44M
2023 2 154 $49M
2024 2 166 $51M

Joe Daniels Construction Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN391187059
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009642769 · Participants: 77Joe Daniels Construction Co., Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Tcr Industries, Inc. Employee Stock Ownership Plan in CA ($10M); by covered participants it is William Penn Bank Employee Stock Ownership Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.7% during 2023, from $8M to $10M. Reported net income was $1M.
How have Joe Daniels Construction Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joe Daniels Construction Co., Inc.'s sponsor-wide assets grew 15.4%, from $44M to $51M.
Which ESOP plans are similar in size to Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tcr Industries, Inc. Employee Stock Ownership Plan in CA ($10M, 32 participants).
Which ESOP plans cover a similar participant headcount to Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is William Penn Bank Employee Stock Ownership Plan in PA (77 participants, $13M in assets).

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 391187059.

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.