ESOP · DOL Form 5500 · 2024

Jb Cunningham, Inc. ESOP

Data updated 2026-08-25

$36M
Total assets Below avg plan size
160
Participants Small participant base
80th
Percentile by assets National rank
$227,819
Avg per participant Above avg balance/head
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Official DOL plan name: Indiana Industrial Services Employee Stock Ownership Plan · Sponsored by Jb Cunningham, Inc. · Indiana · Management of Enterprises

$36M in assets, 160 participants

Jb Cunningham, Inc.'s Indiana Industrial Services Employee Stock Ownership Plan reported $36M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #703 in Management of Enterprises (1,133 peers)

Coverage in Indiana

Indiana Industrial Services Employee Stock Ownership Plan covers 160 participants in Indiana, about 30% of the average Indiana filer (state average ~541 per filing). Assets: $36M.

#703
in Management of Enterprises (1,133 peers)
-0.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $145K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Indiana Industrial Services Employee Stock Ownership Plan's outsized position by total assets

Indiana Industrial Services Employee Stock Ownership Plan vs every filed plan by assets

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

$36,451,111 Top 20% higher than 80% 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

Indiana Industrial Services 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. Indiana Industrial Services Employee Stock Ownership Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Indiana Industrial Services Employee Stock Ownership Plan reported net income rose from -$406K in the plan year 2023 filing to -$145K in the plan year 2024 filing.
  • Indiana Industrial Services Employee Stock Ownership Plan reported participants rose from 144 in the plan year 2023 filing to 160 in the plan year 2024 filing.
  • Indiana Industrial Services Employee Stock Ownership Plan end-of-year assets fell from $37M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 352188873 · Jb Cunningham, Inc. PY 2024 · ESOP

Indiana Industrial Services Employee Stock Ownership Plan · $36M · 160 · 80th

  • EOY $36M
  • EOY 160
  • EOY 80th
  • EOY ESOP
  • EOY near The Corken Steel Products Company Employee Stock Ownership Plan
  • EOY ind #703

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 →

Indiana Industrial Services Employee Stock Ownership Plan in the asset neighbourhood

Uniwest Employee Stock Ownership PlanUniwest Employee Stock Owner…$37MThe Corken Steel Products Company Employee Stock Ownership PlanThe Corken Steel Products Co…$37MIndiana Industrial Services Employee Stock Ownership PlanIndiana Industrial Services …$36MD.L. Evans Bank Employees Stock Ownership Plan and TrustD.L. Evans Bank Employees St…$36MUnitek Holdings Inc. Employee Stock Ownership PlanUnitek Holdings Inc. Employe…$36M
End-of-year total assets ($M) among Indiana Industrial Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$35M
Net Income-$145K
Employer EIN352188873
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jb Cunningham, Inc.)

Sponsor-wide plan assets over time

All Jb Cunningham, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 1.7781572758893096% vs 2022
2024 filing year
$36.2M$36.4M$36.6M$36.8M$37M$37.2M 202220232024 $37.1M $36.5M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 177 $37M
2023 1 144 $37M
2024 1 160 $36M

Nearby ESOP Plans in Indiana

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

Indiana Industrial Services Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Indiana Industrial Services Employee Stock Ownership Plan, Total assets ($B): 0.036451111 · Participants: 160Indiana Industrial Services Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Indiana Industrial Services Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Indiana Industrial Services Employee Stock Ownership Plan side-by-side with 3 peers →

Indiana Industrial Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is The Corken Steel Products Company Employee Stock Ownership Plan in KY ($37M); by covered participants it is B S K Associates Employee Stock Ownership Plan in CA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Indiana Industrial Services Employee Stock Ownership Plan assets move in 2024? ▼
Indiana Industrial Services Employee Stock Ownership Plan held essentially flat - down 0.5% during 2024, from $37M to $36M. Reported net income was -$145K.
How have Jb Cunningham, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jb Cunningham, Inc.'s sponsor-wide assets declined 1.8%, from $37M to $36M.
Where does Indiana Industrial Services Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Indiana Industrial Services Employee Stock Ownership Plan ranks in the 80th 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 Indiana Industrial Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Corken Steel Products Company Employee Stock Ownership Plan in KY ($37M, 380 participants).
Which ESOP plans cover a similar participant headcount to Indiana Industrial Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is B S K Associates Employee Stock Ownership Plan in CA (160 participants, $20M 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 352188873.

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.