ESOP · DOL Form 5500 · 2023

Jim White Group Inc ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
40th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust · Sponsored by Jim White Group Inc · Michigan · Wholesale Trade

$4M in assets, 3 participants

Jim White Group Inc's Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,862 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust holds $4M for 3 participants - about $1.3M per participant, in the lower half of filed plans by assets.

#1,862
in Wholesale Trade (6,309 peers)
+0.0%
assets growth YoY

Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,035,189 40th percentile higher than 40% 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

Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust reported net income fell from $291K in the plan year 2022 filing to $2K in the plan year 2023 filing.
  • Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 382395458 · Jim White Group Inc PY 2023 · ESOP

Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust · $4M · 3 · 40th

  • 5500 $4M
  • ASSETS 3
  • PCT 40th
  • EIN ESOP
  • RANK near Mazzetti, Inc. Employee Stock Ownership Plan
  • PHOTO ind #1862

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 Michigan →

Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in the asset neighbourhood

Auto Wheel & Rim Service Co., Inc.Auto Wheel & Rim Service Co.…$4MJim White Lumber Sales Inc Employee Stock Ownership Plan and TrustJim White Lumber Sales Inc E…$4MMazzetti, Inc. Employee Stock Ownership PlanMazzetti, Inc. Employee Stoc…$4MAntech Systems, Inc. Employee Stock Ownership PlanAntech Systems, Inc. Employe…$4MFairfax Building Supply, Inc. Employee Stock Ownership PlanFairfax Building Supply, Inc…$4M
End-of-year total assets ($M) among Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$2K
Employer EIN382395458
Plan Effective Date1988-02-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Jim White Group Inc)

Sponsor-wide plan assets over time

All Jim White Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 0.5702112593293435% vs 2022
2024 filing year
$4.02M$4.03M$4.04M$4.05M$4.06M$4.07M 202220232024 $4.03M $4.06M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 3 $4M
2024 1 3 $4M

Nearby ESOP Plans in Michigan

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

Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.004035189 · Participants: 3Jim White Lumber Sales Inc Employee Stock Ownership Plan and TrustMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Mazzetti, Inc. Employee Stock Ownership Plan in CA ($4M); by covered participants it is Southern Community Bancshares, Inc. ESOP in AL (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust held essentially flat - up 0.0% during 2023, from $4M to $4M. Reported net income was $2K.
How have Jim White Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim White Group Inc's sponsor-wide assets grew 0.6%, from $4M to $4M.
Which ESOP plans are similar in size to Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Mazzetti, Inc. Employee Stock Ownership Plan in CA ($4M, 225 participants).
Which ESOP plans cover a similar participant headcount to Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Community Bancshares, Inc. ESOP in AL (3 participants, $2M 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 382395458.

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.