ESOP · DOL Form 5500 · 2023

JEO,INC. ESOP

Data updated 2026-08-25

$528K
Total assets Small plan by assets
215
Participants Below avg headcount
18th
Percentile by assets National rank
$2,457
Avg per participant Low balance/head
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Official DOL plan name: Jeo Employee Stock Ownership Plan · Sponsored by JEO,INC. · Nebraska · Professional & Technical Services

$528K in assets, 215 participants

JEO,INC.'s Jeo Employee Stock Ownership Plan reported $528K in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,804 in Professional & Technical Services (20,321 peers)

Coverage in Nebraska

Jeo Employee Stock Ownership Plan covers 215 participants in Nebraska, about 39% of the average Nebraska filer (state average ~552 per filing). Assets: $528K.

#2,804
in Professional & Technical Services (20,321 peers)
$528K
reported net income

Jeo Employee Stock Ownership Plan among the smaller filed plans by assets

Jeo Employee Stock Ownership Plan vs every filed plan by assets

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

$528,354 18th percentile higher than 18% 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

Jeo Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeo Employee Stock Ownership Plan sits mid-pack in the medium band (215 participants).

Published 5500 schedule card

Filing strip 815000855 · JEO,INC. PY 2023 · ESOP

Jeo Employee Stock Ownership Plan · $528K · 215 · 18th

  • BOY $528K
  • BOY 215
  • BOY 18th
  • BOY ESOP
  • BOY near The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust
  • BOY ind #2804

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 Nebraska →

Jeo Employee Stock Ownership Plan in the asset neighbourhood

Jeo Employee Stock Ownership PlanJeo Employee Stock Ownership…$528KThe L.S. Starrett Company 2013 Employee Stock Ownership Plan and TrustThe L.S. Starrett Company 20…$528KTrio Investments, Inc. Employees Stock Ownership TrustTrio Investments, Inc. Emplo…$527KPps Administrative Services Inc Employee Stock Ownership and Profit Sharing PlanPps Administrative Services …$531KCompressed Air Power Employee Stock Ownership PlanCompressed Air Power Employe…$525K
End-of-year total assets ($M) among Jeo Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

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

Sponsor Plan History (JEO,INC.)

Sponsor-wide plan assets over time

All JEO,INC. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 61.67592218371093% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.5M $52.5M ▲ +61.7%
Year Plans Participants Total Assets
2022 1 263 $32M
2023 2 499 $43M
2024 2 594 $53M

Nearby ESOP Plans in Nebraska

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

Jeo Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Jeo Employee Stock Ownership Plan, Total assets ($M): 0.528354 · Participants: 215Jeo Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership Plan
Jeo Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Jeo Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest ESOP by assets is The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust in MA ($528K); by covered participants it is Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan in VA (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 JEO,INC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), JEO,INC.'s sponsor-wide assets grew 61.7%, from $32M to $53M.
Where does Jeo Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jeo Employee Stock Ownership Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Jeo Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust in MA ($528K, 300 participants).
Which ESOP plans cover a similar participant headcount to Jeo Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan in VA (215 participants, $7M 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 815000855.

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.