ESOP · DOL Form 5500 · 2023

Klai Juba Wald ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
57
Participants Small participant base
28th
Percentile by assets National rank
$27,100
Avg per participant Low balance/head
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Official DOL plan name: Klai Juba Wald Employee Stock Ownership Plan · Sponsored by Klai Juba Wald · Nevada · Professional & Technical Services

$2M in assets, 57 participants

Klai Juba Wald's Klai Juba Wald Employee Stock Ownership Plan reported $2M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,709 in Professional & Technical Services (20,321 peers)

Klai Juba Wald multi-year trail

Klai Juba Wald's plans moved +109.1% in assets from 2023 to 2024; this filing shows Klai Juba Wald Employee Stock Ownership Plan at $2M / 57 participants.

#4,709
in Professional & Technical Services (20,321 peers)
-$12M
reported net income

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Klai Juba Wald Employee Stock Ownership Plan among the smaller filed plans by assets

Klai Juba Wald Employee Stock Ownership Plan vs every filed plan by assets

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

$1,544,701 28th percentile higher than 28% 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

Klai Juba Wald 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. Klai Juba Wald Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 880345158 · Klai Juba Wald PY 2023 · ESOP

Klai Juba Wald Employee Stock Ownership Plan · $2M · 57 · 28th

  • EIN $2M
  • EIN 57
  • EIN 28th
  • EIN ESOP
  • EIN near C & J Well Drilling Company Employee Stock Ownership Plan and Trust Agreement
  • EIN ind #4709

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 Nevada →

Klai Juba Wald Employee Stock Ownership Plan in the asset neighbourhood

Dave Fox Remodeling, Inc. ESOPDave Fox Remodeling, Inc. ES…$2MPackaging Specialties, Inc. Employee Stock Ownership Plan and TrustPackaging Specialties, Inc. …$2MKlai Juba Wald Employee Stock Ownership PlanKlai Juba Wald Employee Stoc…$2MC & J Well Drilling Company Employee Stock Ownership Plan and Trust AgreementC & J Well Drilling Company …$2MFirst National Bank of Dryden Employees Stock Ownership PlanFirst National Bank of Dryde…$2M
End-of-year total assets ($M) among Klai Juba Wald Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Klai Juba Wald multi-year asset trail

Sponsor-wide plan assets over time

All Klai Juba Wald plans reported in each filing year

Latest sponsor-wide plan assets
$3M 109.09095028746663% vs 2023
2024 filing year
$1M$2M$3M$4M 20232024 $1.54M $3.23M ▲ +109.7%
Year Plans Participants Total Assets
2023 1 57 $2M
2024 1 63 $3M

Klai Juba Wald filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$12M
Net Income-$12M
Employer EIN880345158
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Nevada

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

Klai Juba Wald Employee Stock Ownership Plan vs. nearby ESOP plans in Nevada, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150200250 Total assets ($M) Participants Klai Juba Wald Employee Stock Ownership Plan, Total assets ($M): 1.544701 · Participants: 57Klai Juba Wald Employee Stock Ownership PlanClc Employee Stock Ownership Plan, Total assets ($M): 195.25743 · Participants: 42Clc Employee Stock Ownership PlanRancho Mesquite Casino, Inc. Employee Stock Ownership Plan, Total assets ($M): 146.494033 · Participants: 422Rancho Mesquite Casino, Inc. Employee Stock Ownership PlanAdams and Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.601238 · Participants: 1662Adams and Associates, Inc. Employee Stock Ownership PlanGcw Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 38.525092 · Participants: 115Gcw Holdings, Inc. Employee Stock Ownership PlanParamount Marketing Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.730483 · Participants: 282Paramount Marketing Consultants, Inc. Employee Stock Ownership Plan
Klai Juba Wald Employee Stock Ownership Plan vs. nearby ESOP plans in Nevada, assets vs. participants
Compare Klai Juba Wald Employee Stock Ownership Plan side-by-side with 3 peers →

Klai Juba Wald Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nevada, the nearest ESOP by assets is C & J Well Drilling Company Employee Stock Ownership Plan and Trust Agreement in IN ($2M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 have Klai Juba Wald plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Klai Juba Wald's sponsor-wide assets grew 109.1%, from $2M to $3M.
Which ESOP plans are similar in size to Klai Juba Wald Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is C & J Well Drilling Company Employee Stock Ownership Plan and Trust Agreement in IN ($2M, 61 participants).
Which ESOP plans cover a similar participant headcount to Klai Juba Wald Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants, $10M 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 880345158.

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.