ESOP · DOL Form 5500 · 2023

J.B. Ventures, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
92
Participants Small participant base
73rd
Percentile by assets National rank
$222,261
Avg per participant Above avg balance/head
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Official DOL plan name: J. B. Steel Employee Stock Ownership Plan · Sponsored by J.B. Ventures, Inc. · Arizona · Manufacturing

$20M in assets, 92 participants

J.B. Ventures, Inc.'s J. B. Steel Employee Stock Ownership Plan reported $20M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,806 in Manufacturing (18,722 peers)

What the 2023 filing shows

J. B. Steel Employee Stock Ownership Plan holds $20M for 92 participants - about $222,261 per participant, above the median plan by assets.

#11,806
in Manufacturing (18,722 peers)
+2.5%
assets growth YoY

J. B. Steel Employee Stock Ownership Plan's outsized position by total assets

J. B. Steel Employee Stock Ownership Plan vs every filed plan by assets

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

$20,448,041 Top 27% higher than 73% 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. B. Steel Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. B. Steel Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. B. Steel Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $966K in the plan year 2023 filing.
  • J. B. Steel Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • J. B. Steel Employee Stock Ownership Plan reported participants fell from 93 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200750941 · J.B. Ventures, Inc. PY 2023 · ESOP

J. B. Steel Employee Stock Ownership Plan · $20M · 92 · 73rd

  • PCT $20M
  • PCT 92
  • PCT 73rd
  • PCT ESOP
  • PCT near Kennie's Markets, Inc. Employee Stock Ownership Plan
  • PCT ind #11806

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. B. Steel Employee Stock Ownership Plan in the asset neighbourhood

Architectural Office Environments, Inc. Employee Stock Ownership PlanArchitectural Office Environ…$20MKennie's Markets, Inc. Employee Stock Ownership PlanKennie's Markets, Inc. Emplo…$20MJ. B. Steel Employee Stock Ownership PlanJ. B. Steel Employee Stock O…$20MAta Engineering, Inc. Employee Stock Ownership PlanAta Engineering, Inc. Employ…$20MR & B Wagner, Inc. Employee Stock Ownership PlanR & B Wagner, Inc. Employee …$20M
End-of-year total assets ($M) among J. B. Steel Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$15M
Net Income$966K
Employer EIN200750941
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.B. Ventures, Inc.)

Sponsor-wide plan assets over time

All J.B. Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 3.089714023006936% vs 2022
2024 filing year
$19.8M$20M$20.2M$20.4M$20.6M$20.8M 202220232024 $20M $20.6M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 93 $20M
2023 1 92 $20M
2024 1 83 $21M

Nearby ESOP Plans in Arizona

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

J. B. Steel 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 ($B) Participants J. B. Steel Employee Stock Ownership Plan, Total assets ($B): 0.020448041 · Participants: 92J. B. Steel 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. B. Steel Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare J. B. Steel Employee Stock Ownership Plan side-by-side with 3 peers →

J. B. Steel Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Kennie's Markets, Inc. Employee Stock Ownership Plan in PA ($20M); by covered participants it is Allen Agency Employee Stock Ownership Plan in ME (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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. B. Steel Employee Stock Ownership Plan assets move in 2023? ▼
J. B. Steel Employee Stock Ownership Plan edged up modestly - up 2.5% during 2023, from $20M to $20M. Reported net income was $966K.
How have J.B. Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.B. Ventures, Inc.'s sponsor-wide assets grew 3.1%, from $20M to $21M.
Which ESOP plans are similar in size to J. B. Steel Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kennie's Markets, Inc. Employee Stock Ownership Plan in PA ($20M, 183 participants).
Which ESOP plans cover a similar participant headcount to J. B. Steel Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allen Agency Employee Stock Ownership Plan in ME (92 participants, $22M 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 200750941.

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.