ESOP · DOL Form 5500 · 2023
J.T. Chapman Company ESOP
Data updated 2026-08-25
- $589K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $73,627
- Avg per participant Below avg balance/head
Official DOL plan name: J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust · Sponsored by J.T. Chapman Company · Texas · Wholesale Trade
$589K in assets, 8 participants
J.T. Chapman Company's J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust reported $589K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #615 in Wholesale Trade (6,309 peers)
J.T. Chapman Company multi-year trail
J.T. Chapman Company's plans moved -43.5% in assets from 2022 to 2024; this filing shows J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust at $589K / 8 participants.
- #615
- in Wholesale Trade (6,309 peers)
- -27.6%
- assets change YoY
The plan reported a net loss of $304K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust among the smaller filed plans by assets
J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$589,014 19th percentile higher than 19% 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
J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust reported net income fell from $18K in the plan year 2022 filing to -$304K in the plan year 2023 filing.
- J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust end-of-year assets fell from $813K in the plan year 2022 filing to $589K in the plan year 2023 filing.
- J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 751057529 · J.T. Chapman Company PY 2023 · ESOP
J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust · $589K · 8 · 19th
- EOY $589K
- 5500 8
- ASSETS 19th
- PCT ESOP
- EIN near Wells Media Group, Inc. Employee Stock Ownership Plan
- RANK ind #615
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 Texas →
J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust in the asset neighbourhood
J.T. Chapman Company multi-year asset trail
Sponsor-wide plan assets over time
All J.T. Chapman Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $460K 43.480057609028535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $813K |
| 2023 | 1 | 8 | $589K |
| 2024 | 1 | 8 | $460K |
J.T. Chapman Company filing trail (2023)
| Total Assets (Beginning of Year) | $813K |
|---|---|
| Net Assets (End of Year) | $507K |
| Net Income | -$304K |
| Employer EIN | 751057529 |
| Plan Effective Date | 1963-09-30 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
J.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Wells Media Group, Inc. Employee Stock Ownership Plan in CA ($585K); by covered participants it is Versailles Savings and Loan Company Employee Stock Ownership Plan in OH (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($589K here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.