ESOP · DOL Form 5500 · 2024

Joe Daniels Construction Co., Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
83
Participants Small participant base
58th
Percentile by assets National rank
$131,338
Avg per participant Near avg balance/head
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Official DOL plan name: Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan · Sponsored by Joe Daniels Construction Co., Inc. · Wisconsin · Construction

$11M in assets, 83 participants

Joe Daniels Construction Co., Inc.'s Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan reported $11M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,054 in Construction (9,039 peers)

Joe Daniels Construction Co., Inc. multi-year trail

Joe Daniels Construction Co., Inc.'s plans moved +15.4% in assets from 2022 to 2024; this filing shows Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan at $11M / 83 participants.

#5,054
in Construction (9,039 peers)
+13.0%
assets growth YoY

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,901,094 Top 42% higher than 58% of 123,620 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 2024

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan reported participants rose from 77 in the plan year 2023 filing to 83 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391187059 · Joe Daniels Construction Co., Inc. PY 2024 · ESOP

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan · $11M · 83 · 58th

  • TYPE $11M
  • TYPE 83
  • TYPE 58th
  • TYPE ESOP
  • TYPE near Andrew Davidson & Co., Inc. Employee Stock Ownership Plan
  • TYPE ind #5054

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 Wisconsin →

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Andrew Davidson & Co., Inc. Employee Stock Ownership PlanAndrew Davidson & Co., Inc. …$11MRational 360 Employee Stock Ownership PlanRational 360 Employee Stock …$11MPeninsula Insurance Bureau Employee Stock Ownership PlanPeninsula Insurance Bureau E…$11MMarina Landscape, Inc. ESOP$11MJoe Daniels Construction Co., Inc. Employee Stock Ownership PlanJoe Daniels Construction Co.…$11M
End-of-year total assets ($M) among Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Joe Daniels Construction Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joe Daniels Construction Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 15.428672805701407% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $44.1M $50.9M ▲ +15.4%
Year Plans Participants Total Assets
2022 2 163 $44M
2023 2 154 $49M
2024 2 166 $51M

Joe Daniels Construction Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN391187059
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010901094 · Participants: 83Joe Daniels Construction Co., Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Andrew Davidson & Co., Inc. Employee Stock Ownership Plan in NY ($11M); by covered participants it is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.0% during 2024, from $10M to $11M. Reported net income was $1M.
How have Joe Daniels Construction Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joe Daniels Construction Co., Inc.'s sponsor-wide assets grew 15.4%, from $44M to $51M.
Which ESOP plans are similar in size to Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Andrew Davidson & Co., Inc. Employee Stock Ownership Plan in NY ($11M, 48 participants).
Which ESOP plans cover a similar participant headcount to Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (83 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391187059.

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.