ESOP · DOL Form 5500 · 2024

Jteam Inc ESOP

Data updated 2026-08-25

$55M
Total assets Below avg plan size
127
Participants Small participant base
85th
Percentile by assets National rank
$432,148
Avg per participant High balance/head
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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.

  • #5,257 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Jteam Inc Employee Stock Ownership Plan covers 127 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $55M.

#5,257
in Wholesale Trade (6,080 peers)
-12.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Jteam Inc Employee Stock Ownership Plan's outsized position by total assets

Jteam Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$54,882,734 Top 15% higher than 85% 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

Jteam Inc Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jteam Inc Employee Stock Ownership Plan sits mid-pack in the medium band (127 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 201895713 · Jteam Inc PY 2024 · ESOP

Jteam Inc Employee Stock Ownership Plan · $55M · 127 · 85th

  • EIN $55M
  • EIN 127
  • EIN 85th
  • EIN ESOP
  • EIN near Viking Drill & Tool, Inc. Employee Stock Ownership Plan
  • EIN ind #5257

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 North Carolina →

Jteam Inc Employee Stock Ownership Plan in the asset neighbourhood

Bayer Construction Company, Inc. Employee Stock Ownership TrustBayer Construction Company, …$55MJteam Inc Employee Stock Ownership PlanJteam Inc Employee Stock Own…$55MViking Drill & Tool, Inc. Employee Stock Ownership PlanViking Drill & Tool, Inc. Em…$55MSc&h Group, Inc. Employee Stock Ownership PlanSc&h Group, Inc. Employee St…$55MTri Dal Employee Stock Ownership PlanTri Dal Employee Stock Owner…$55M
End-of-year total assets ($M) among Jteam Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$55M
Net Income-$8M
Employer EIN201895713
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jteam Inc)

Sponsor-wide plan assets over time

All Jteam Inc plans reported in each filing year

Latest sponsor-wide plan assets
$55M 5.6997940636269595% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $58.2M $54.9M ▼ -5.7%
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 Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Jteam Inc Employee Stock Ownership Plan, Total assets ($M): 54.882734 · Participants: 127Jteam Inc Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Jteam Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Jteam Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Jteam Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Viking Drill & Tool, Inc. Employee Stock Ownership Plan in MN ($55M); by covered participants it is Dave Carter & Associates, Inc. Employee Stock Ownership Plan in FL (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Jteam Inc Employee Stock Ownership Plan assets move in 2024? ▼
Jteam Inc Employee Stock Ownership Plan pulled back noticeably - down 12.3% during 2024, from $63M to $55M. Reported net income was -$8M.
How have Jteam Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jteam Inc's sponsor-wide assets declined 5.7%, from $58M to $55M.
Where does Jteam Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jteam Inc Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Jteam Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Viking Drill & Tool, Inc. Employee Stock Ownership Plan in MN ($55M, 273 participants).
Which ESOP plans cover a similar participant headcount to Jteam Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dave Carter & Associates, Inc. Employee Stock Ownership Plan in FL (127 participants, $7M 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 201895713.

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.