ESOP · DOL Form 5500 · 2023
Jteam Inc ESOP
Data updated 2026-08-11
- $63M
- Total assets
- 117
- Participants
- 88th
- Percentile by assets
- $534,786
- Avg per participant
Official DOL plan name: Jteam Inc Employee Stock Ownership Plan · Sponsored by Jteam Inc · North Carolina · Wholesale Trade
$63M in assets, 117 participants
Jteam Inc's Jteam Inc Employee Stock Ownership Plan reported $63M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 127,072 plans)
- #5,624 in Wholesale Trade (6,309 peers)
Coverage in North Carolina
Jteam Inc Employee Stock Ownership Plan covers 117 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $63M.
- $63M
- total plan assets (2023 EOY)
- 117
- covered participants
- 88th
- percentile by assets (of 127,072 plans)
- $534,786
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jteam Inc Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Jteam Inc Employee Stock Ownership Plan end-of-year assets rose from $58M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Jteam Inc Employee Stock Ownership Plan reported participants rose from 115 in the plan year 2022 filing to 117 in the plan year 2023 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Jteam Inc Employee Stock Ownership Plan reports 117 participants - about 14% of that state average ($63M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $4M |
| Employer EIN | 201895713 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jteam Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $58M |
| 2023 | 1 | 117 | $63M |
| 2024 | 1 | 127 | $55M |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
Jteam Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $182M · 1,330
- Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
- Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $102M · 273
- State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Jteam Inc Employee Stock Ownership Plan by total assets, not by location.
- Dondlinger & Sons Construction Co., Inc. Employee Stock Ownership Plan (KS) $63M · 355
- Point B, Inc. Employee Stock Ownership Plan and Trust (WA) $63M · 840
- Commercial Contracting Corporation Employee Stock Ownership Plan (MI) $63M · 489
- Markey's Audio/Visual Employee Stock Ownership Plan (IN) $62M · 233
Frequently Asked Questions
How did Jteam Inc Employee Stock Ownership Plan assets move in 2023? ▼
How have Jteam Inc plan assets changed over time? ▼
Where does Jteam Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Jteam Inc Employee Stock Ownership Plan? ▼
Next read for Jteam Inc Employee Stock Ownership Plan
Filing takeaways
Ways to act on Jteam Inc Employee Stock Ownership Plan's numbers.
- By total assets, Jteam 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 North Carolina. Compare plans
- Jteam Inc's sponsor-wide assets have declined 5.7% since 2022 across 3 plan years on file. More Wholesale Trade plans