ESOP · DOL Form 5500 · 2023

P.B.E. Jobbers Warehouse, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets: N/A
Participants Small participant base: 38th
Percentile by assets National rank

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Official DOL plan name: P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan · Sponsored by P.B.E. Jobbers Warehouse, Inc. · Wisconsin · Wholesale Trade

$4M in assets, N/A participants

P.B.E. Jobbers Warehouse, Inc.'s P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan reported $4M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

#1,736 in Wholesale Trade (6,309 peers)

P.B.E. Jobbers Warehouse, Inc. multi-year trail

P.B.E. Jobbers Warehouse, Inc.'s plans moved -31.6% in assets from 2022 to 2024; this filing shows P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan at $4M / N/A participants.

#1,736
in Wholesale Trade (6,309 peers): -15.0%
assets change YoY

The plan reported a net loss of $632K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,590,792 38th percentile higher than 38% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$632K in the plan year 2023 filing.
P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391286965 · P.B.E. Jobbers Warehouse, Inc. PY 2023 · ESOP

P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan · $4M · N/A · 38th

BOOK $4M
BOOK N/A
BOOK 38th
BOOK ESOP
BOOK near California Medical Services, Inc. Employee Stock Ownership Plan and Trust
BOOK ind #1736

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 →

End-of-year total assets ($M) among P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

P.B.E. Jobbers Warehouse, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 31.634683690576548% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$4M
2023	1	N/A	$4M
2024	1	N/A	$3M

P.B.E. Jobbers Warehouse, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	-$632K
Employer EIN	391286965
Plan Effective Date	2011-12-24
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
Ki Employee Stock Ownership Plan $511M · 1,624
Trachte Building Systems Employee Stock Ownership Plan $331M · 228
Wausau Supply Company Employee Stock Ownership Plan $315M · 808

Compare P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Wisconsin, the nearest ESOP by end-of-year assets is California Medical Services, Inc. Employee Stock Ownership Plan and Trust in CA at $4M (this filing: $4M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

California Medical Services, Inc. Employee Stock Ownership Plan and Trust (CA) $4M · 1
Pwp Employee Stock Ownership Plan (CA) $4M · 26
Falcon Industries, Inc. Employee St Ock Ownership Plan and Trust (MN) $4M · 73
Bwe, Inc. Employee Stock Ownership Plan (CA) $4M · 43

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan pulled back noticeably - down 15.0% during 2023, from $4M to $4M. Reported net income was -$632K.

How have P.B.E. Jobbers Warehouse, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), P.B.E. Jobbers Warehouse, Inc.'s sponsor-wide assets declined 31.6%, from $4M to $3M.

Which ESOP plans are similar in size to P.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is California Medical Services, Inc. Employee Stock Ownership Plan and Trust in CA ($4M, 1 participant).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391286965.