ESOP · DOL Form 5500 · 2024
Jteam Inc ESOP
Data updated 2026-07-24
- $55M
- Total assets
- 127
- Participants
- 85th
- Percentile by assets
- $432,148
- Avg per participant
Official DOL plan name: Jteam Inc Employee Stock Ownership Plan · Sponsored by Jteam Inc · North Carolina · Wholesale Trade
$55M in assets, 127 participants
Jteam Inc's Jteam Inc Employee Stock Ownership Plan reported $55M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 116,472 plans)
Coverage in North Carolina
Jteam Inc Employee Stock Ownership Plan covers 127 participants in North Carolina, about 15% of the average North Carolina filer (state average ~846 per filing). Assets: $55M.
- $55M
- total plan assets (2024 EOY)
- 127
- covered participants
- 85th
- percentile by assets (of 116,472 plans)
- $432,148
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jteam Inc Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- Jteam Inc Employee Stock Ownership Plan end-of-year assets fell from $63M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Jteam Inc Employee Stock Ownership Plan reported participants rose from 117 in the plan year 2023 filing to 127 in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 846 participants across 3,325 plans. Jteam Inc Employee Stock Ownership Plan reports 127 participants - about 15% of that state average ($55M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$8M |
| Employer EIN | 201895713 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jteam Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $58M |
| 2023 | 1 | 117 | $63M |
| 2024 | 1 | 127 | $55M |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
Jteam Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,396
- Ecmd, Inc. Employee Stock Ownership Plan $154M · 969
- Precision Walls, Inc. Employee Stock Ownership Plan $143M · 1,228
- State Utility Contractors, Inc. Employee Stock Ownership Plan $123M · 158
- Recore Employee Stock Ownership Plan $109M · 140
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Jteam Inc Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Jteam Inc Employee Stock Ownership Plan assets move in 2024? ▼
How have Jteam Inc plan assets changed over time? ▼
Where does Jteam Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Jteam Inc Employee Stock Ownership Plan? ▼
Next read for Jteam Inc Employee Stock Ownership Plan
Filing takeaways
Ways to act on Jteam Inc Employee Stock Ownership Plan's numbers.
- By total assets, Jteam Inc 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 North Carolina. Compare plans
- Jteam Inc's sponsor-wide assets have declined 5.7% since 2022 across 3 plan years on file. More Wholesale Trade plans
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 201895713.
Read our methodology - how this data is sourced, computed, and verified.