ESOP · DOL Form 5500 · 2023

Jensen Builders Ltd. ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
192
Participants Below avg headcount
83rd
Percentile by assets National rank
$200,729
Avg per participant Above avg balance/head
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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.

  • #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.

#7,300
in Construction (9,030 peers)
+162.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jensen Builders Ltd. Employee Stock Ownership Plan's outsized position by total assets

Jensen Builders Ltd. Employee Stock Ownership Plan vs every filed plan by assets

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

$38,540,000 Top 17% higher than 83% 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

Jensen Builders Ltd. 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. Jensen Builders Ltd. Employee Stock Ownership Plan sits mid-pack in the medium band (192 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421204299 · Jensen Builders Ltd. PY 2023 · ESOP

Jensen Builders Ltd. Employee Stock Ownership Plan · $39M · 192 · 83rd

  • VS-ST $39M
  • VS-ST 192
  • VS-ST 83rd
  • VS-ST ESOP
  • VS-ST near Dynabrade, Inc Employee Stock Ownership Plan
  • VS-ST ind #7300

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 Iowa →

Jensen Builders Ltd. Employee Stock Ownership Plan in the asset neighbourhood

Interior Architects, Inc. Employee Stock Ownership PlanInterior Architects, Inc. Em…$39MJensen Builders Ltd. Employee Stock Ownership PlanJensen Builders Ltd. Employe…$39MDynabrade, Inc Employee Stock Ownership PlanDynabrade, Inc Employee Stoc…$39MGcw Holdings, Inc. Employee Stock Ownership PlanGcw Holdings, Inc. Employee …$39MSensient Technologies Corporation Employee Stock Ownership PlanSensient Technologies Corpor…$39M
End-of-year total assets ($M) among Jensen Builders Ltd. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)-$37M
Net Income$24M
Employer EIN421204299
Plan Effective Date2022-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jensen Builders Ltd.)

Sponsor-wide plan assets over time

All Jensen Builders Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 54.68341313856896% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $28.2M $43.7M ▲ +54.7%
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 Scatter plot of 6 data points. 020040060080010001200 -20002004006008001000 Total assets ($M) Participants Jensen Builders Ltd. Employee Stock Ownership Plan, Total assets ($M): 38.54 · Participants: 192Jensen Builders Ltd. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Jensen Builders Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Jensen Builders Ltd. Employee Stock Ownership Plan side-by-side with 3 peers →

Jensen Builders Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Dynabrade, Inc Employee Stock Ownership Plan in NY ($39M); by covered participants it is John Henry Foster Company Employee Stock Ownership Plan in MO (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Jensen Builders Ltd. Employee Stock Ownership Plan assets move in 2023? ▼
Jensen Builders Ltd. Employee Stock Ownership Plan surged - up 162.5% during 2023, from $15M to $39M. Reported net income was $24M.
How have Jensen Builders Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jensen Builders Ltd.'s sponsor-wide assets grew 54.7%, from $28M to $44M.
Where does Jensen Builders Ltd. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jensen Builders Ltd. Employee Stock Ownership Plan ranks in the 83rd 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 Jensen Builders Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dynabrade, Inc Employee Stock Ownership Plan in NY ($39M, 142 participants).
Which ESOP plans cover a similar participant headcount to Jensen Builders Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is John Henry Foster Company Employee Stock Ownership Plan in MO (192 participants, $44M 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 421204299.

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.