ESOP · DOL Form 5500 · 2024

J.a. Street & Associates ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
111
Participants Small participant base
69th
Percentile by assets National rank
$172,485
Avg per participant Above avg balance/head
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Official DOL plan name: Jasa Employee Stock Ownership Plan · Sponsored by J.a. Street & Associates · Tennessee · Construction

$19M in assets, 111 participants

J.a. Street & Associates's Jasa Employee Stock Ownership Plan reported $19M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,168 in Construction (9,039 peers)

Coverage in Tennessee

Jasa Employee Stock Ownership Plan covers 111 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $19M.

#6,168
in Construction (9,039 peers)
+30.1%
assets growth YoY

Jasa Employee Stock Ownership Plan's outsized position by total assets

Jasa Employee Stock Ownership Plan vs every filed plan by assets

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

$19,145,829 Top 31% higher than 69% 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

Jasa 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. Jasa Employee Stock Ownership Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jasa Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Jasa Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Jasa Employee Stock Ownership Plan reported participants fell from 120 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 621260393 · J.a. Street & Associates PY 2024 · ESOP

Jasa Employee Stock Ownership Plan · $19M · 111 · 69th

  • SCH $19M
  • EBSA 111
  • PART 69th
  • TYPE ESOP
  • NET near Trinity Group Holdings, Inc. Employee Stock Ownership Plan
  • BOOK ind #6168

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 Tennessee →

Jasa Employee Stock Ownership Plan in the asset neighbourhood

March-Westin Company, Inc. Employee Stock Ownership PlanMarch-Westin Company, Inc. E…$19MJasa Employee Stock Ownership PlanJasa Employee Stock Ownershi…$19MTrinity Group Holdings, Inc. Employee Stock Ownership PlanTrinity Group Holdings, Inc.…$19MMsl Electric, Inc. Employee Stock Ownership Stock PlanMsl Electric, Inc. Employee …$19MIndiana Professional Management Group, Inc. Employee Stock Ownership PlanIndiana Professional Managem…$19M
End-of-year total assets ($M) among Jasa Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$5M
Employer EIN621260393
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.a. Street & Associates)

Sponsor-wide plan assets over time

All J.a. Street & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$28M 29.763016873170017% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.8M $28.3M ▲ +29.8%
Year Plans Participants Total Assets
2022 2 188 $22M
2023 2 201 $25M
2024 2 193 $28M

Nearby ESOP Plans in Tennessee

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

Jasa Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Jasa Employee Stock Ownership Plan, Total assets ($M): 19.145829 · Participants: 111Jasa Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Jasa Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Jasa Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Trinity Group Holdings, Inc. Employee Stock Ownership Plan in MO ($19M); by covered participants it is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Jasa Employee Stock Ownership Plan assets move in 2024? ▼
Jasa Employee Stock Ownership Plan surged - up 30.1% during 2024, from $15M to $19M. Reported net income was $5M.
How have J.a. Street & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.a. Street & Associates's sponsor-wide assets grew 29.8%, from $22M to $28M.
Which ESOP plans are similar in size to Jasa Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Trinity Group Holdings, Inc. Employee Stock Ownership Plan in MO ($19M, 231 participants).
Which ESOP plans cover a similar participant headcount to Jasa Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants, $4M 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 621260393.

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.