ESOP · DOL Form 5500 · 2023

Joelcorp, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
64
Participants Small participant base
59th
Percentile by assets National rank
$156,294
Avg per participant Above avg balance/head
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Official DOL plan name: West Press Employee Stock Ownership Plan · Sponsored by Joelcorp, Inc. · Arizona · Manufacturing

$10M in assets, 64 participants

Joelcorp, Inc.'s West Press Employee Stock Ownership Plan reported $10M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,397 in Manufacturing (18,722 peers)

Joelcorp, Inc. multi-year trail

Joelcorp, Inc.'s plans moved +24.8% in assets from 2022 to 2024; this filing shows West Press Employee Stock Ownership Plan at $10M / 64 participants.

#8,397
in Manufacturing (18,722 peers)
+20.2%
assets growth YoY

West Press Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

West Press Employee Stock Ownership Plan vs every filed plan by assets

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

$10,002,806 Top 41% higher than 59% 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

West Press 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. West Press Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Press Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • West Press Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860735384 · Joelcorp, Inc. PY 2023 · ESOP

West Press Employee Stock Ownership Plan · $10M · 64 · 59th

  • SCH $10M
  • SCH 64
  • SCH 59th
  • SCH ESOP
  • SCH near Acme Rigging Company, Inc. Employee Stock Ownership Plan
  • SCH ind #8397

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 →

West Press Employee Stock Ownership Plan in the asset neighbourhood

Donley Companies, Inc. Employee Stock Ownership PlanDonley Companies, Inc. Emplo…$10MWest Press Employee Stock Ownership PlanWest Press Employee Stock Ow…$10MAcme Rigging Company, Inc. Employee Stock Ownership PlanAcme Rigging Company, Inc. E…$10MStandard Golf Company Employee Stock Ownership PlanStandard Golf Company Employ…$10MDave Carter & Associates, Inc. Employee Stock Ownership PlanDave Carter & Associates, In…$10M
End-of-year total assets ($M) among West Press Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Joelcorp, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joelcorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 24.84401478461771% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.32M $10.4M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 64 $8M
2023 1 64 $10M
2024 1 66 $10M

Joelcorp, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN860735384
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

West Press 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 ($B) Participants West Press Employee Stock Ownership Plan, Total assets ($B): 0.010002806 · Participants: 64West Press 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
West Press Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare West Press Employee Stock Ownership Plan side-by-side with 3 peers →

West Press Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Acme Rigging Company, Inc. Employee Stock Ownership Plan in CA ($10M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 West Press Employee Stock Ownership Plan assets move in 2023? ▼
West Press Employee Stock Ownership Plan grew sharply - up 20.2% during 2023, from $8M to $10M. Reported net income was $2M.
How have Joelcorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joelcorp, Inc.'s sponsor-wide assets grew 24.8%, from $8M to $10M.
Which ESOP plans are similar in size to West Press Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Acme Rigging Company, Inc. Employee Stock Ownership Plan in CA ($10M, 22 participants).
Which ESOP plans cover a similar participant headcount to West Press Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants, $26M 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 860735384.

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.