Other
2023 plan-year Other DOL Form 5500

Jeo Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by JEO,INC. · Nebraska · Professional & Technical Services

What the 2023 filing shows

Jeo Employee Stock Ownership Plan holds $528K for 215 participants — about $2,457 per participant.

$528K
total plan assets (2023 EOY)
215
covered participants
$2,457
avg assets per participant
$528K
reported net income
Total Assets (2023)
$528K
Participants
215
State
Industry
Professional & Technical Services

What the Filing Says About Jeo Employee Stock Ownership Plan

Jeo Employee Stock Ownership Plan is a Other retirement plan sponsored by JEO,INC., headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $528K in total end-of-year assets and covers 215 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 815000855, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to $528K at year-end. Net assets (after liabilities) closed the year at $528K, with reported net income of $528K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$528K
Net Assets (End of Year)$528K
Net Income$528K
Plan TypeOther
Employer EIN815000855
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JEO,INC.)

Year Plans Participants Total Assets
2022 1 263 $32M
2023 2 499 $43M
2024 2 594 $53M

Nearby Other Plans in Nebraska

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

Frequently Asked Questions

How much money is in the Jeo Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Jeo Employee Stock Ownership Plan holds $528K in total assets with 215 participants. It is sponsored by JEO,INC..
What type of plan is Jeo Employee Stock Ownership Plan?
Jeo Employee Stock Ownership Plan is a Other plan. It has been effective since 2023-01-01. The plan is filed with the U.S. Department of Labor under EIN 815000855.
Who sponsors the Jeo Employee Stock Ownership Plan?
Jeo Employee Stock Ownership Plan is sponsored by JEO,INC., located in Nebraska. The sponsor's EIN is 815000855 and the plan operates in the Professional & Technical Services industry.
How did Jeo Employee Stock Ownership Plan perform in 2023?
Jeo Employee Stock Ownership Plan held $528K in total assets at the end of 2023. Net income was $528K.
Where can I find official filings for Jeo Employee Stock Ownership Plan?
Official Form 5500 filings for Jeo Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 815000855 or plan name at efast.dol.gov.
How does Jeo Employee Stock Ownership Plan compare to other plans?
You can compare Jeo Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Nebraska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 815000855.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.