ESOP · DOL Form 5500 · 2023

J. D. Steel Co., Inc. ESOP

Data updated 2026-08-25

$42M
Total assets Below avg plan size
156
Participants Small participant base
84th
Percentile by assets National rank
$271,745
Avg per participant High balance/head
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Official DOL plan name: J. D. Steel Co., Inc. Employee Stock Ownership Plan · Sponsored by J. D. Steel Co., Inc. · Arizona · Other Services

$42M in assets, 156 participants

J. D. Steel Co., Inc.'s J. D. Steel Co., Inc. Employee Stock Ownership Plan reported $42M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,262 in Other Services (7,857 peers)

Coverage in Arizona

J. D. Steel Co., Inc. Employee Stock Ownership Plan covers 156 participants in Arizona, about 28% of the average Arizona filer (state average ~564 per filing). Assets: $42M.

#7,262
in Other Services (7,857 peers)
+41.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

J. D. Steel Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

J. D. Steel Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$42,392,220 Top 16% higher than 84% 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

J. D. Steel Co., Inc. 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. J. D. Steel Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. D. Steel Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $30M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • J. D. Steel Co., Inc. Employee Stock Ownership Plan reported participants fell from 219 in the plan year 2022 filing to 156 in the plan year 2023 filing.
  • J. D. Steel Co., Inc. Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860226433 · J. D. Steel Co., Inc. PY 2023 · ESOP

J. D. Steel Co., Inc. Employee Stock Ownership Plan · $42M · 156 · 84th

  • PHOTO $42M
  • IND 156
  • EOY 84th
  • 5500 ESOP
  • ASSETS near Travel Store Employee Stock Ownership Plan
  • PCT ind #7262

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 Arizona →

J. D. Steel Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

C&k Market, Inc. Employee Stock Ownership PlanC&k Market, Inc. Employee St…$43MPflow Industries, Inc. Employee Stock Ownership PlanPflow Industries, Inc. Emplo…$43MTravel Store Employee Stock Ownership PlanTravel Store Employee Stock …$42MJ. D. Steel Co., Inc. Employee Stock Ownership PlanJ. D. Steel Co., Inc. Employ…$42MEvergreen Trading Employee Stock Ownership PlanEvergreen Trading Employee S…$42M
End-of-year total assets ($M) among J. D. Steel Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$37M
Net Income$7M
Employer EIN860226433
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. D. Steel Co., Inc.)

Sponsor-wide plan assets over time

All J. D. Steel Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 65.32943356234716% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29.9M $49.4M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 219 $30M
2023 1 156 $42M
2024 1 219 $49M

Nearby ESOP Plans in Arizona

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

J. D. Steel Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants J. D. Steel Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.04239222 · Participants: 156J. D. Steel Co., Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
J. D. Steel Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare J. D. Steel Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

J. D. Steel Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Travel Store Employee Stock Ownership Plan in CA ($42M); by covered participants it is Natural Beauty Growers Employee Stock Ownership Plan in WI (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 J. D. Steel Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
J. D. Steel Co., Inc. Employee Stock Ownership Plan surged - up 41.9% during 2023, from $30M to $42M. Reported net income was $7M.
How have J. D. Steel Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. D. Steel Co., Inc.'s sponsor-wide assets grew 65.3%, from $30M to $49M.
Where does J. D. Steel Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
J. D. Steel Co., Inc. Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to J. D. Steel Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Travel Store Employee Stock Ownership Plan in CA ($42M, 103 participants).
Which ESOP plans cover a similar participant headcount to J. D. Steel Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Natural Beauty Growers Employee Stock Ownership Plan in WI (156 participants, $3M 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 860226433.

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.