ESOP · DOL Form 5500 · 2024
J.B. Ventures, Inc. ESOP
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $247,875
- Avg per participant Above avg balance/head
Official DOL plan name: J. B. Steel Employee Stock Ownership Plan · Sponsored by J.B. Ventures, Inc. · Arizona · Manufacturing
$21M in assets, 83 participants
J.B. Ventures, Inc.'s J. B. Steel Employee Stock Ownership Plan reported $21M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #10,746 in Manufacturing (17,777 peers)
What the 2024 filing shows
J. B. Steel Employee Stock Ownership Plan holds $21M for 83 participants - about $247,875 per participant, above the median plan by assets.
- #10,746
- in Manufacturing (17,777 peers)
- +0.6%
- assets growth YoY
J. B. Steel Employee Stock Ownership Plan's outsized position by total assets
J. B. Steel Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,573,640 Top 29% higher than 71% 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
J. B. Steel Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. B. Steel Employee Stock Ownership Plan is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J. B. Steel Employee Stock Ownership Plan reported net income fell from $966K in the plan year 2023 filing to $601K in the plan year 2024 filing.
- J. B. Steel Employee Stock Ownership Plan reported participants fell from 92 in the plan year 2023 filing to 83 in the plan year 2024 filing.
- J. B. Steel Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.
DOL schedule card
Filing strip 200750941 · J.B. Ventures, Inc. PY 2024 · ESOP
J. B. Steel Employee Stock Ownership Plan · $21M · 83 · 71st
- NET $21M
- NET 83
- NET 71st
- NET ESOP
- NET near Uscb, Inc. Employee Stock Ownership Plan
- NET ind #10746
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 Arizona →
J. B. Steel Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $601K |
| Employer EIN | 200750941 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.B. Ventures, Inc.)
Sponsor-wide plan assets over time
All J.B. Ventures, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 3.089714023006936% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $20M |
| 2023 | 1 | 92 | $20M |
| 2024 | 1 | 83 | $21M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
J. B. Steel Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Uscb, Inc. Employee Stock Ownership Plan in CA ($21M); by covered participants it is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.
- Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan (NE) 83 · 0 off
- F & H Food Equipment Co. Employee Stock Ownership Plan (MO) 83 · 0 off
- Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan (WI) 83 · 0 off
- Knowles Industrial Services Corporation Employee Stock Ownership Plan (ME) 83 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.