ESOP · DOL Form 5500 · 2023
J.E. Dunn Construction Group, Inc. ESOP
Data updated 2026-08-25
- $429M
- Total assets Above avg plan size
- 2,457
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $174,760
- Avg per participant Above avg balance/head
Official DOL plan name: Je Dunn Employee Stock Ownership Plan and Trust · Sponsored by J.E. Dunn Construction Group, Inc. · Missouri · Construction
$429M in assets, 2,457 participants
J.E. Dunn Construction Group, Inc.'s Je Dunn Employee Stock Ownership Plan and Trust reported $429M in total assets and 2,457 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,730 in Construction (9,030 peers)
Coverage in Missouri
Je Dunn Employee Stock Ownership Plan and Trust covers 2,457 participants in Missouri, 3.3x the typical Missouri plan (state average ~737 per filing). Assets: $429M.
- #8,730
- in Construction (9,030 peers)
- +29.2%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
Je Dunn Employee Stock Ownership Plan and Trust's outsized position by total assets
Je Dunn Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$429,385,855 Top 3% higher than 97% 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
Je Dunn Employee Stock Ownership Plan and Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Je Dunn Employee Stock Ownership Plan and Trust lands in the large band (2,457 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Je Dunn Employee Stock Ownership Plan and Trust reported net income rose from $53M in the plan year 2022 filing to $100M in the plan year 2023 filing.
- Je Dunn Employee Stock Ownership Plan and Trust end-of-year assets rose from $332M in the plan year 2022 filing to $429M in the plan year 2023 filing.
- Je Dunn Employee Stock Ownership Plan and Trust reported participants fell from 2,641 in the plan year 2022 filing to 2,457 in the plan year 2023 filing.
DOL schedule card
Filing strip 431245330 · J.E. Dunn Construction Group, Inc. PY 2023 · ESOP
Je Dunn Employee Stock Ownership Plan and Trust · $429M · 2,457 · 97th
- PART $429M
- TYPE 2,457
- NET 97th
- BOOK ESOP
- VS-ST near Ita Group Holdings, Inc. Employees' Stock Ownership Plan
- BOY ind #8730
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 Missouri →
Je Dunn Employee Stock Ownership Plan and Trust in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $332M |
|---|---|
| Net Assets (End of Year) | $429M |
| Net Income | $100M |
| Employer EIN | 431245330 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.E. Dunn Construction Group, Inc.)
Sponsor-wide plan assets over time
All J.E. Dunn Construction Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $621M 86.78592111228878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,641 | $332M |
| 2023 | 1 | 2,457 | $429M |
| 2024 | 1 | 2,825 | $621M |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
- Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
- Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
- Emery Sapp Employee Stock Ownership Plan $313M · 1,947
- Src Employee Stock Ownership Plan and Trust $269M · 1,561
Je Dunn Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Ita Group Holdings, Inc. Employees' Stock Ownership Plan in IA ($428M); by covered participants it is Employee Stock Ownership Plan of the Bank of New York Company, Inc. in PA (2,497 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($429M here).
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan (IA) $428M · 771
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust (MN) $432M · 4,575
- Barr Brands International Amended and Restated Employee Stock Ownership Plan (TN) $427M · 401
- Force America Inc. Employee Stock Ownership Plan (MN) $427M · 412
Similar participant headcount
Nearest other-state filings by covered participants (2,457 participants); asset peers above are excluded.
- Employee Stock Ownership Plan of the Bank of New York Company, Inc. (PA) 2,497 · 40 off
- Trek Bicycle Corporation Employee Stock Ownership Plan (WI) 2,417 · 40 off
- Discount Drug Mart, Inc. Employee Stock Ownership Plan (OH) 2,405 · 52 off
- The Sundt Companies Employee Stock Ownership Plan (AZ) 2,392 · 65 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.