ESOP · DOL Form 5500 · 2024
Jay Petroleum, Inc. ESOP
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 1,299
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $23,231
- Avg per participant Low balance/head
Official DOL plan name: Jay Petroleum Inc. Employee Stock Ownership Plan · Sponsored by Jay Petroleum, Inc. · Indiana · Retail Trade
$30M in assets, 1,299 participants
Jay Petroleum, Inc.'s Jay Petroleum Inc. Employee Stock Ownership Plan reported $30M in total assets and 1,299 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #6,946 in Retail Trade (8,048 peers)
Coverage in Indiana
Jay Petroleum Inc. Employee Stock Ownership Plan covers 1,299 participants in Indiana, 2.4x the typical Indiana plan (state average ~541 per filing). Assets: $30M.
- #6,946
- in Retail Trade (8,048 peers)
- -4.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $918K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jay Petroleum Inc. Employee Stock Ownership Plan's outsized position by total assets
Jay Petroleum Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,177,236 Top 23% higher than 77% 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
Jay Petroleum Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jay Petroleum Inc. Employee Stock Ownership Plan lands in the large band (1,299 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jay Petroleum Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to -$918K in the plan year 2024 filing.
- Jay Petroleum Inc. Employee Stock Ownership Plan end-of-year assets fell from $32M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Jay Petroleum Inc. Employee Stock Ownership Plan reported participants rose from 1,269 in the plan year 2023 filing to 1,299 in the plan year 2024 filing.
DOL schedule card
Filing strip 351037456 · Jay Petroleum, Inc. PY 2024 · ESOP
Jay Petroleum Inc. Employee Stock Ownership Plan · $30M · 1,299 · 77th
- PCT $30M
- EIN 1,299
- RANK 77th
- PHOTO ESOP
- IND near Davis & Associates, Inc. Employee Stock Ownership Plan and Trust
- EOY ind #6946
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 Indiana →
Jay Petroleum Inc. Employee Stock Ownership Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$918K |
| Employer EIN | 351037456 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jay Petroleum, Inc.)
Sponsor-wide plan assets over time
All Jay Petroleum, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 11.928196669519261% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,489 | $31M |
| 2023 | 2 | 1,492 | $36M |
| 2024 | 2 | 1,620 | $35M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $2.2B · 4,295
- Urschel Laboratories Employee Stock Ownership Plan $432M · 509
- Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
- Ermco, Inc. Employee Stock Ownership Plan $151M · 123
Jay Petroleum Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Davis & Associates, Inc. Employee Stock Ownership Plan and Trust in MN ($30M); by covered participants it is Ccmsi Holdings, Inc. Employee Stock Ownership Plan in IL (1,300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Davis & Associates, Inc. Employee Stock Ownership Plan and Trust (MN) $30M · 36
- Trac-Work, Inc. Employee Stock Ownership Plan (TX) $30M · 140
- Syracuse Label Co., Inc. Employee Stock Ownership Plan (NY) $30M · 155
- Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan (WI) $30M · 388
Similar participant headcount
Nearest other-state filings by covered participants (1,299 participants); asset peers above are excluded.
- Ccmsi Holdings, Inc. Employee Stock Ownership Plan (IL) 1,300 · 1 off
- Metro Builders Supply, Inc. Employee Stock Ownership Plan (OK) 1,300 · 1 off
- Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan (AR) 1,295 · 4 off
- Dwh Owners Plan (TX) 1,292 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.