Other · DOL Form 5500 · 2023

Jasa Employee Stock Ownership Plan

Data updated 2026-05-15

$15M
Total assets
120
Participants
67th
Percentile by assets
$122,601
Avg per participant

Sponsored by J.a. Street & Associates · Tennessee · Construction

What the 2023 filing shows

Jasa Employee Stock Ownership Plan holds $15M for 120 participants - about $122,601 per participant, above the median plan by assets, up 17.9% over the 2023 plan year.

$15M
total plan assets (2023 EOY)
120
covered participants
67th
percentile by assets (of 126,618 plans)
$122,601
avg assets per participant
State
Industry
Construction

Other · DOL Form 5500 · 2023

What the Filing Says About Jasa Employee Stock Ownership Plan

Jasa Employee Stock Ownership Plan is an Other retirement plan sponsored by J.a. Street & Associates, headquartered in Tennessee. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 120 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 621260393, and the plan has been effective since 2020-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew sharply from $12M at the beginning of 2023 to $15M at year-end - up 17.9%. Net assets (after liabilities) closed the year at $11M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years J.a. Street & Associates has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $22M to $25M, a gain of 14.9%, while reported participants moved from 188 to 201 (+6.9%). Year-by-year, sponsor-wide filings show: 2022 - $22M in assets across 2 plans covering 188 participants; 2023 - $25M in assets across 2 plans covering 201 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Jasa Employee Stock Ownership Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2023)

Total Assets (Beginning of Year)$12M
Total Assets (End of Year)$15M
Net Assets (End of Year)$11M
Net Income$3M
Plan TypeOther
Employer EIN621260393
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

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

Year Plans Participants Total Assets
2022 2 188 $22M
2023 2 201 $25M

Nearby Other Plans in Tennessee

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

Frequently Asked Questions

How much money is in the Jasa Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Jasa Employee Stock Ownership Plan holds $15M in total assets with 120 participants. It is sponsored by J.a. Street & Associates.
What type of plan is Jasa Employee Stock Ownership Plan?
Jasa Employee Stock Ownership Plan is an Other plan. It has been effective since 2020-10-01. The plan is filed with the U.S. Department of Labor under EIN 621260393.
Who sponsors the Jasa Employee Stock Ownership Plan?
Jasa Employee Stock Ownership Plan is sponsored by J.a. Street & Associates, located in Tennessee. The sponsor's EIN is 621260393 and the plan operates in the Construction industry.
How did Jasa Employee Stock Ownership Plan perform in 2023?
Jasa Employee Stock Ownership Plan grew sharply - up 17.9% during 2023, moving from $12M to $15M in total assets. Net income was $3M.

What this filing means

Ways to act on Jasa Employee Stock Ownership Plan's numbers.

  • By total assets, Jasa Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Tennessee. Compare plans
  • J.a. Street & Associates's sponsor-wide assets have grown 14.9% since 2022 across 2 plan years on file. More Construction plans
  • An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.