ESOP · DOL Form 5500 · 2023
Jb Cunningham, Inc. ESOP
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 144
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $254,521
- Avg per participant Above avg balance/head
Official DOL plan name: Indiana Industrial Services Employee Stock Ownership Plan · Sponsored by Jb Cunningham, Inc. · Indiana · Management of Enterprises
$37M in assets, 144 participants
Jb Cunningham, Inc.'s Indiana Industrial Services Employee Stock Ownership Plan reported $37M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #718 in Management of Enterprises (1,137 peers)
Coverage in Indiana
Indiana Industrial Services Employee Stock Ownership Plan covers 144 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $37M.
- #718
- in Management of Enterprises (1,137 peers)
- -1.2%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $406K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Indiana Industrial Services Employee Stock Ownership Plan's outsized position by total assets
Indiana Industrial Services Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,651,053 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Indiana Industrial Services 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. Indiana Industrial Services Employee Stock Ownership Plan sits mid-pack in the medium band (144 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Indiana Industrial Services Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$406K in the plan year 2023 filing.
- Indiana Industrial Services Employee Stock Ownership Plan reported participants fell from 177 in the plan year 2022 filing to 144 in the plan year 2023 filing.
- Indiana Industrial Services Employee Stock Ownership Plan end-of-year assets fell from $37M in the plan year 2022 filing to $37M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 352188873 · Jb Cunningham, Inc. PY 2023 · ESOP
Indiana Industrial Services Employee Stock Ownership Plan · $37M · 144 · 82nd
- VS-ST $37M
- VS-ST 144
- VS-ST 82nd
- VS-ST ESOP
- VS-ST near Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust
- VS-ST ind #718
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 Indiana →
Indiana Industrial Services Employee Stock Ownership Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$406K |
| Employer EIN | 352188873 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jb Cunningham, Inc.)
Sponsor-wide plan assets over time
All Jb Cunningham, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 1.7781572758893096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $37M |
| 2023 | 1 | 144 | $37M |
| 2024 | 1 | 160 | $36M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Indiana Industrial Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust in AL ($37M); by covered participants it is Burwood Group, Inc. Employee Stock Ownership Plan in IL (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust (AL) $37M · 194
- General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust (VA) $37M · 170
- Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan (IL) $37M · 148
- Mike Brown Electric Co. Employee Stock Ownership Plan (CA) $37M · 19
Similar participant headcount
Nearest other-state filings by covered participants (144 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.