ESOP · DOL Form 5500 · 2023
Jb Cunningham, Inc. ESOP
Data updated 2026-08-11
- $37M
- Total assets
- 144
- Participants
- 82nd
- Percentile by assets
- $254,521
- Avg per participant
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.
- 82nd percentile by assets (of 127,072 plans)
- #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.
- $37M
- total plan assets (2023 EOY)
- 144
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $254,521
- avg assets per participant
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.
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Indiana Industrial Services Employee Stock Ownership Plan reports 144 participants - about 27% of that state average ($37M EOY assets).
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.)
| 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.
Indiana Industrial Services Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Indiana Industrial Services Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Indiana Industrial Services Employee Stock Ownership Plan assets move in 2023? ▼
How have Jb Cunningham, Inc. plan assets changed over time? ▼
Where does Indiana Industrial Services Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Indiana Industrial Services Employee Stock Ownership Plan? ▼
Next read for Indiana Industrial Services Employee Sto…
Filing takeaways
Ways to act on Indiana Industrial Services Employee Stock Ownership Plan's numbers.
- By total assets, Indiana Industrial Services Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Jb Cunningham, Inc.'s sponsor-wide assets have declined 1.8% since 2022 across 3 plan years on file. More Management of Enterprises plans