ESOP · DOL Form 5500 · 2022
P.B.E. Jobbers Warehouse, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 47th
- Percentile by assets National rank
Official DOL plan name: P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan · Sponsored by P.B.E. Jobbers Warehouse, Inc. · Wisconsin · Wholesale Trade
$4M in assets, N/A participants
P.B.E. Jobbers Warehouse, Inc.'s P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan reported $4M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #2,379 in Wholesale Trade (6,843 peers)
P.B.E. Jobbers Warehouse, Inc. multi-year trail
P.B.E. Jobbers Warehouse, Inc.'s plans moved -31.6% in assets from 2022 to 2024; this filing shows P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan at $4M / N/A participants.
- #2,379
- in Wholesale Trade (6,843 peers)
- -21.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,223,080 47th percentile higher than 47% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 391286965 · P.B.E. Jobbers Warehouse, Inc. PY 2022 · ESOP
P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan · $4M · N/A · 47th
- EBSA $4M
- EBSA N/A
- EBSA 47th
- EBSA ESOP
- EBSA near Elliott/Drinkward Construction, Inc. Employee Stock Ownership Plan
- EBSA ind #2379
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 →
P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan in the asset neighbourhood
P.B.E. Jobbers Warehouse, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All P.B.E. Jobbers Warehouse, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 31.634683690576548% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $4M |
| 2023 | 1 | N/A | $4M |
| 2024 | 1 | N/A | $3M |
P.B.E. Jobbers Warehouse, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 391286965 |
| Plan Effective Date | 2011-12-24 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside Wisconsin, the nearest ESOP by end-of-year assets is Elliott/Drinkward Construction, Inc. Employee Stock Ownership Plan in CA at $4M (this filing: $4M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Elliott/Drinkward Construction, Inc. Employee Stock Ownership Plan (CA) $4M · 31
- Midwest Transatlantic Lines, Inc. Employee Stock Ownership Plan (OH) $4M · 47
- Oconee Savings & Loan Association Employee Stock Ownership Plan (SC) $4M · 69
- Hatfield and Company, Inc. Employee Stock Ownership Plan (TX) $4M · 108
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.