ESOP · DOL Form 5500 · 2024

Joelcorp, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
66
Participants Small participant base
57th
Percentile by assets National rank
$157,410
Avg per participant Above avg balance/head
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Official DOL plan name: West Press Employee Stock Ownership Plan · Sponsored by Joelcorp, Inc. · Arizona · Manufacturing

$10M in assets, 66 participants

Joelcorp, Inc.'s West Press Employee Stock Ownership Plan reported $10M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,565 in Manufacturing (17,777 peers)

Joelcorp, Inc. multi-year trail

Joelcorp, Inc.'s plans moved +24.8% in assets from 2022 to 2024; this filing shows West Press Employee Stock Ownership Plan at $10M / 66 participants.

#7,565
in Manufacturing (17,777 peers)
+3.9%
assets growth YoY

West Press Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

West Press Employee Stock Ownership Plan vs every filed plan by assets

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

$10,389,047 Top 43% higher than 57% 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

West Press 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. West Press Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • West Press Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $386K in the plan year 2024 filing.
  • West Press Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • West Press Employee Stock Ownership Plan reported participants rose from 64 in the plan year 2023 filing to 66 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860735384 · Joelcorp, Inc. PY 2024 · ESOP

West Press Employee Stock Ownership Plan · $10M · 66 · 57th

  • IND $10M
  • EOY 66
  • 5500 57th
  • ASSETS ESOP
  • PCT near Contegra Employee Stock Ownership Plan
  • EIN ind #7565

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 →

West Press Employee Stock Ownership Plan in the asset neighbourhood

West Press Employee Stock Ownership PlanWest Press Employee Stock Ow…$10MContegra Employee Stock Ownership PlanContegra Employee Stock Owne…$10MClg Holding, Inc. Employee Stock Ownership PlanClg Holding, Inc. Employee S…$10MLender Consulting Services, Inc. Employee Stock Ownership PlanLender Consulting Services, …$10MFpl Advisory Group Holdings Co. Employee Stock Ownership PlanFpl Advisory Group Holdings …$10M
End-of-year total assets ($M) among West Press Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Joelcorp, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joelcorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 24.84401478461771% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.32M $10.4M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 64 $8M
2023 1 64 $10M
2024 1 66 $10M

Joelcorp, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$386K
Employer EIN860735384
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

West Press 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 ($B) Participants West Press Employee Stock Ownership Plan, Total assets ($B): 0.010389047 · Participants: 66West Press 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
West Press Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare West Press Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Contegra Employee Stock Ownership Plan in IL ($10M); by covered participants it is Msa Consulting, Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 West Press Employee Stock Ownership Plan assets move in 2024? ▼
West Press Employee Stock Ownership Plan edged up modestly - up 3.9% during 2024, from $10M to $10M. Reported net income was $386K.
How have Joelcorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joelcorp, Inc.'s sponsor-wide assets grew 24.8%, from $8M to $10M.
Which ESOP plans are similar in size to West Press Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Contegra Employee Stock Ownership Plan in IL ($10M, 64 participants).
Which ESOP plans cover a similar participant headcount to West Press Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Msa Consulting, Inc. Employee Stock Ownership Plan in CA (66 participants, $8M 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 860735384.

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.