ESOP · DOL Form 5500 · 2024

J.D. Steel Co., Inc. ESOP

Data updated 2026-08-25

$49M
Total assets Below avg plan size
219
Participants Below avg headcount
84th
Percentile by assets National rank
$225,578
Avg per participant Above avg balance/head
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Official DOL plan name: J.D. Steel Co., Inc. Employee Stock Ownership Plan · Sponsored by J.D. Steel Co., Inc. · Arizona · Other Services

$49M in assets, 219 participants

J.D. Steel Co., Inc.'s J.D. Steel Co., Inc. Employee Stock Ownership Plan reported $49M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,162 in Other Services (7,719 peers)

Coverage in Arizona

J.D. Steel Co., Inc. Employee Stock Ownership Plan covers 219 participants in Arizona, about 39% of the average Arizona filer (state average ~564 per filing). Assets: $49M.

#7,162
in Other Services (7,719 peers)
+16.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

J.D. Steel Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

J.D. Steel Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$49,401,640 Top 16% higher than 84% 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

J.D. Steel Co., 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. J.D. Steel Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J.D. Steel Co., Inc. Employee Stock Ownership Plan reported participants rose from 156 in the plan year 2023 filing to 219 in the plan year 2024 filing.
  • J.D. Steel Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $42M in the plan year 2023 filing to $49M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860226433 · J.D. Steel Co., Inc. PY 2024 · ESOP

J.D. Steel Co., Inc. Employee Stock Ownership Plan · $49M · 219 · 84th

  • TYPE $49M
  • TYPE 219
  • TYPE 84th
  • TYPE ESOP
  • TYPE near Rcb Holding Company, Inc. Employee Stock Ownership Plan
  • TYPE ind #7162

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.D. Steel Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hallmark Building Supplies, Inc. Employee Stock Ownership PlanHallmark Building Supplies, …$50MRcb Holding Company, Inc. Employee Stock Ownership PlanRcb Holding Company, Inc. Em…$50MJ.D. Steel Co., Inc. Employee Stock Ownership PlanJ.D. Steel Co., Inc. Employe…$49MPortland Air Freight, Inc. Employee Stock Ownership PlanPortland Air Freight, Inc. E…$49MDe Corp. Employee Stock Ownership PlanDe Corp. Employee Stock Owne…$49M
End-of-year total assets ($M) among J.D. Steel Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$44M
Net Income$7M
Employer EIN860226433
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.D. Steel Co., Inc.)

Sponsor-wide plan assets over time

All J.D. Steel Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 65.32943356234716% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29.9M $49.4M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 219 $30M
2023 1 156 $42M
2024 1 219 $49M

Nearby ESOP Plans in Arizona

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

J.D. Steel Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants J.D. Steel Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.04940164 · Participants: 219J.D. Steel Co., Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
J.D. Steel Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare J.D. Steel Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

J.D. Steel Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Rcb Holding Company, Inc. Employee Stock Ownership Plan in OK ($50M); by covered participants it is Matrix Design Group, Inc. Employee Stock Ownership Plan in CO (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 J.D. Steel Co., Inc. Employee Stock Ownership Plan assets move in 2024? ▼
J.D. Steel Co., Inc. Employee Stock Ownership Plan grew sharply - up 16.5% during 2024, from $42M to $49M. Reported net income was $7M.
How have J.D. Steel Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.D. Steel Co., Inc.'s sponsor-wide assets grew 65.3%, from $30M to $49M.
Where does J.D. Steel Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
J.D. Steel Co., Inc. Employee Stock Ownership Plan ranks in the 84th 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 J.D. Steel Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rcb Holding Company, Inc. Employee Stock Ownership Plan in OK ($50M, 616 participants).
Which ESOP plans cover a similar participant headcount to J.D. Steel Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Matrix Design Group, Inc. Employee Stock Ownership Plan in CO (219 participants, $22M 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 860226433.

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.