ESOP · DOL Form 5500 · 2023

Jay Petroleum, Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
1,269
Participants Near avg headcount
80th
Percentile by assets National rank
$25,005
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jay Petroleum Inc. Employee Stock Ownership Plan · Sponsored by Jay Petroleum, Inc. · Indiana · Retail Trade

$32M in assets, 1,269 participants

Jay Petroleum, Inc.'s Jay Petroleum Inc. Employee Stock Ownership Plan reported $32M in total assets and 1,269 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,428 in Retail Trade (8,414 peers)

Coverage in Indiana

Jay Petroleum Inc. Employee Stock Ownership Plan covers 1,269 participants in Indiana, 2.3x the typical Indiana plan (state average ~541 per filing). Assets: $32M.

#7,428
in Retail Trade (8,414 peers)
+14.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jay Petroleum Inc. Employee Stock Ownership Plan's outsized position by total assets

Jay Petroleum Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$31,731,376 Top 20% higher than 80% 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

Jay Petroleum Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jay Petroleum Inc. Employee Stock Ownership Plan lands in the large band (1,269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jay Petroleum Inc. Employee Stock Ownership Plan reported net income fell from $11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Jay Petroleum Inc. Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Jay Petroleum Inc. Employee Stock Ownership Plan reported participants rose from 1,181 in the plan year 2022 filing to 1,269 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 351037456 · Jay Petroleum, Inc. PY 2023 · ESOP

Jay Petroleum Inc. Employee Stock Ownership Plan · $32M · 1,269 · 80th

  • PHOTO $32M
  • PHOTO 1,269
  • PHOTO 80th
  • PHOTO ESOP
  • PHOTO near Duncan Bolt Employee Stock Ownership Plan
  • PHOTO ind #7428

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 Indiana →

Jay Petroleum Inc. Employee Stock Ownership Plan in the asset neighbourhood

2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan2015 Amended and Restated Wa…$32MDuncan Bolt Employee Stock Ownership PlanDuncan Bolt Employee Stock O…$32MJay Petroleum Inc. Employee Stock Ownership PlanJay Petroleum Inc. Employee …$32MThe Burnett Companies Consolidated, Inc.The Burnett Companies Consol…$32MQuartus Engineering Employee Stock Ownership PlanQuartus Engineering Employee…$32M
End-of-year total assets ($M) among Jay Petroleum Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN351037456
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jay Petroleum, Inc.)

Sponsor-wide plan assets over time

All Jay Petroleum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 11.928196669519261% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31.3M $35M ▲ +11.9%
Year Plans Participants Total Assets
2022 2 1,489 $31M
2023 2 1,492 $36M
2024 2 1,620 $35M

Nearby ESOP Plans in Indiana

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

Jay Petroleum Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.522.5 Total assets ($B) Participants Jay Petroleum Inc. Employee Stock Ownership Plan, Total assets ($B): 0.031731376 · Participants: 1269Jay Petroleum Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Jay Petroleum Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Jay Petroleum Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jay Petroleum Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Duncan Bolt Employee Stock Ownership Plan in CA ($32M); by covered participants it is Page Southerland Page, Inc. Employee Stock Ownership Plan in TX (1,271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,269 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 Jay Petroleum Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Jay Petroleum Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.8% during 2023, from $28M to $32M. Reported net income was $5M.
How have Jay Petroleum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jay Petroleum, Inc.'s sponsor-wide assets grew 11.9%, from $31M to $35M.
Where does Jay Petroleum Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jay Petroleum Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Jay Petroleum Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Duncan Bolt Employee Stock Ownership Plan in CA ($32M, 58 participants).
Which ESOP plans cover a similar participant headcount to Jay Petroleum Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Page Southerland Page, Inc. Employee Stock Ownership Plan in TX (1,271 participants, $10M 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 351037456.

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.