ESOP · DOL Form 5500 · 2023

J.a. Street & Associates ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
120
Participants Small participant base
67th
Percentile by assets National rank
$122,601
Avg per participant Near avg balance/head
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Official DOL plan name: Jasa Employee Stock Ownership Plan · Sponsored by J.a. Street & Associates · Tennessee · Construction

$15M in assets, 120 participants

J.a. Street & Associates's Jasa Employee Stock Ownership Plan reported $15M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,914 in Construction (9,030 peers)

Coverage in Tennessee

Jasa Employee Stock Ownership Plan covers 120 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $15M.

#5,914
in Construction (9,030 peers)
+17.9%
assets growth YoY

Jasa Employee Stock Ownership Plan's outsized position by total assets

Jasa Employee Stock Ownership Plan vs every filed plan by assets

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

$14,712,149 Top 33% higher than 67% 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

Jasa Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jasa Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jasa Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jasa Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Jasa Employee Stock Ownership Plan reported participants rose from 104 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621260393 · J.a. Street & Associates PY 2023 · ESOP

Jasa Employee Stock Ownership Plan · $15M · 120 · 67th

  • IND $15M
  • IND 120
  • IND 67th
  • IND ESOP
  • IND near Precision Metal Industries, Inc. ESOP 2012
  • IND ind #5914

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 Tennessee →

Jasa Employee Stock Ownership Plan in the asset neighbourhood

Howards Appliances, Inc. Employee Stock Ownership PlanHowards Appliances, Inc. Emp…$15MValkyrie Enterprises, Inc. Employee Stock Ownership PlanValkyrie Enterprises, Inc. E…$15MKoa Corporation 401(k) Plan$15MJasa Employee Stock Ownership PlanJasa Employee Stock Ownershi…$15MPrecision Metal Industries, Inc. ESOP 2012Precision Metal Industries, …$15M
End-of-year total assets ($M) among Jasa Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN621260393
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.a. Street & Associates)

Sponsor-wide plan assets over time

All J.a. Street & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$28M 29.763016873170017% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.8M $28.3M ▲ +29.8%
Year Plans Participants Total Assets
2022 2 188 $22M
2023 2 201 $25M
2024 2 193 $28M

Nearby ESOP Plans in Tennessee

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

Jasa Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Jasa Employee Stock Ownership Plan, Total assets ($M): 14.712149 · Participants: 120Jasa Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Jasa Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Jasa Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Precision Metal Industries, Inc. ESOP 2012 in FL ($15M); by covered participants it is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Jasa Employee Stock Ownership Plan assets move in 2023? ▼
Jasa Employee Stock Ownership Plan grew sharply - up 17.9% during 2023, from $12M to $15M. Reported net income was $3M.
How have J.a. Street & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.a. Street & Associates's sponsor-wide assets grew 29.8%, from $22M to $28M.
Which ESOP plans are similar in size to Jasa Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Precision Metal Industries, Inc. ESOP 2012 in FL ($15M, 80 participants).
Which ESOP plans cover a similar participant headcount to Jasa Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants, $41M 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 621260393.

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.