ESOP · DOL Form 5500 · 2024
Jasper Holdings, Inc. ESOP
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 4,295
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $508,756
- Avg per participant High balance/head
Official DOL plan name: Jasper Holdings, Inc Employee Stock Ownership Plan and Trust · Sponsored by Jasper Holdings, Inc. · Indiana · Manufacturing
$2.2B in assets, 4,295 participants
Jasper Holdings, Inc.'s Jasper Holdings, Inc Employee Stock Ownership Plan and Trust reported $2.2B in total assets and 4,295 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #17,549 in Manufacturing (17,777 peers)
Coverage in Indiana
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust covers 4,295 participants in Indiana, 7.9x the typical Indiana plan (state average ~541 per filing). Assets: $2.2B.
- #17,549
- in Manufacturing (17,777 peers)
- +13.7%
- assets growth YoY
- 22×
- vs typical plan assets (national mean)
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust's outsized position by total assets
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,185,109,137 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jasper Holdings, Inc Employee Stock Ownership Plan and Trust lands in the large band (4,295 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust reported net income fell from $377M in the plan year 2023 filing to $243M in the plan year 2024 filing.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust reported participants rose from 3,535 in the plan year 2023 filing to 4,295 in the plan year 2024 filing.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust end-of-year assets rose from $1.9B in the plan year 2023 filing to $2.2B in the plan year 2024 filing.
DOL schedule card
Filing strip 832826508 · Jasper Holdings, Inc. PY 2024 · ESOP
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust · $2.2B · 4,295 · 99th
- EOY $2.2B
- EOY 4,295
- EOY 99th
- EOY ESOP
- EOY near Kehe Distributors, Inc. Employee Stock Ownership Plan
- EOY ind #17549
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 Indiana →
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | $243M |
| Employer EIN | 832826508 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jasper Holdings, Inc.)
Sponsor-wide plan assets over time
All Jasper Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 43.857748926946904% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,405 | $1.8B |
| 2023 | 2 | 7,603 | $2.2B |
| 2024 | 2 | 8,518 | $2.5B |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Urschel Laboratories Employee Stock Ownership Plan $432M · 509
- Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
- Ermco, Inc. Employee Stock Ownership Plan $151M · 123
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $148M · 340
Jasper Holdings, Inc Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Kehe Distributors, Inc. Employee Stock Ownership Plan in IL ($2.2B); by covered participants it is The Bank of America Transferred Savings Account Plan in RI (4,298 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- Kehe Distributors, Inc. Employee Stock Ownership Plan (IL) $2.2B · 4,815
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust (OH) $2.0B · 1,118
- W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan (DE) $2.4B · 8,976
- Mccarthy Employee Stock Ownership Plan (MO) $1.8B · 2,983
Similar participant headcount
Nearest other-state filings by covered participants (4,295 participants); asset peers above are excluded.
- The Bank of America Transferred Savings Account Plan (RI) 4,298 · 3 off
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan (WA) 4,281 · 14 off
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan (OH) 4,264 · 31 off
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust (MN) 4,375 · 80 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.