ESOP · DOL Form 5500 · 2023
J.B. Ventures, Inc. ESOP
Data updated 2026-08-11
- $20M
- Total assets
- 92
- Participants
- 73rd
- Percentile by assets
- $222,261
- Avg per participant
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.
- 73rd percentile by assets (of 127,072 plans)
- #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.
- $20M
- total plan assets (2023 EOY)
- 92
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $222,261
- avg assets per participant
Where J. B. Steel Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
ESOP filing for J. B. Steel Employee Stock Ownership Plan
ESOP filing for plan year 2023: EIN 200750941 ; effective since 2016-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $966K |
| Employer EIN | 200750941 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.B. Ventures, Inc.)
| 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
- 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. B. Steel Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did J. B. Steel Employee Stock Ownership Plan assets move in 2023? ▼
How have J.B. Ventures, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on J. B. Steel Employee Stock Ownership Plan's numbers.
- By total assets, J. B. Steel Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
- J.B. Ventures, Inc.'s sponsor-wide assets have grown 3.1% since 2022 across 3 plan years on file. More Manufacturing plans