ESOP · DOL Form 5500 · 2023
Jensen Builders Ltd. ESOP
Data updated 2026-08-11
- $39M
- Total assets
- 192
- Participants
- 83rd
- Percentile by assets
- $200,729
- Avg per participant
Official DOL plan name: Jensen Builders Ltd. Employee Stock Ownership Plan · Sponsored by Jensen Builders Ltd. · Iowa · Construction
$39M in assets, 192 participants
Jensen Builders Ltd.'s Jensen Builders Ltd. Employee Stock Ownership Plan reported $39M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 127,072 plans)
- #7,300 in Construction (9,030 peers)
Coverage in Iowa
Jensen Builders Ltd. Employee Stock Ownership Plan covers 192 participants in Iowa, about 32% of the average Iowa filer (state average ~609 per filing). Assets: $39M.
- $39M
- total plan assets (2023 EOY)
- 192
- covered participants
- 83rd
- percentile by assets (of 127,072 plans)
- $200,729
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jensen Builders Ltd. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Jensen Builders Ltd. Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Jensen Builders Ltd. Employee Stock Ownership Plan reported participants rose from 185 in the plan year 2022 filing to 192 in the plan year 2023 filing.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Jensen Builders Ltd. Employee Stock Ownership Plan reports 192 participants - about 32% of that state average ($39M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | -$37M |
| Net Income | $24M |
| Employer EIN | 421204299 |
| Plan Effective Date | 2022-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jensen Builders Ltd.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 185 | $28M |
| 2023 | 1 | 192 | $39M |
| 2024 | 1 | 207 | $44M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
Jensen Builders Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $864M · 802
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $596M · 801
- Precision, Inc. Employee Stock Ownership Plan and Trust $438M · 667
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $428M · 771
- Vgm Group, Inc. Employee Stock Ownership Plan $406M · 1,070
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Jensen Builders Ltd. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Jensen Builders Ltd. Employee Stock Ownership Plan's numbers.
- By total assets, Jensen Builders Ltd. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
- Jensen Builders Ltd.'s sponsor-wide assets have grown 54.7% since 2022 across 3 plan years on file. More Construction plans