ESOP · DOL Form 5500 · 2023
J. D. Steel Co., Inc. ESOP
Data updated 2026-08-11
- $42M
- Total assets
- 156
- Participants
- 84th
- Percentile by assets
- $271,745
- Avg per participant
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.
- 84th percentile by assets (of 127,072 plans)
- #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.
- $42M
- total plan assets (2023 EOY)
- 156
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $271,745
- avg assets per participant
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.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. J. D. Steel Co., Inc. Employee Stock Ownership Plan reports 156 participants - about 28% of that state average ($42M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $7M |
| Employer EIN | 860226433 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J. D. Steel Co., Inc.)
| 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
- The Sundt Companies Employee Stock Ownership Plan $1.1B · 2,392
- U-Haul Holding Company Employee Stock Ownership Plan $619M · 19,740
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $313M · 253
- Pima Medical Institute Employee Stock Ownership Plan $216M · 1,057
- Wilson Electric Services Corp. Employee Stock Ownership Plan $167M · 726
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to J. D. Steel Co., Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on J. D. Steel Co., Inc. Employee Stock Ownership Plan's numbers.
- By total assets, J. D. Steel Co., Inc. 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 Arizona. Compare plans
- J. D. Steel Co., Inc.'s sponsor-wide assets have grown 65.3% since 2022 across 3 plan years on file. More Other Services plans