ESOP · DOL Form 5500 · 2024

J. Lee Milligan, Inc. ESOP

Data updated 2026-08-11

$81M
Total assets
320
Participants
89th
Percentile by assets
$253,633
Avg per participant
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Official DOL plan name: J. Lee Milligan, Inc. Employee Stock Ownership Plan · Sponsored by J. Lee Milligan, Inc. · Texas · Construction

$81M in assets, 320 participants

J. Lee Milligan, Inc.'s J. Lee Milligan, Inc. Employee Stock Ownership Plan reported $81M in total assets and 320 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 123,622 plans)
  • #7,871 in Construction (9,039 peers)

Coverage in Texas

J. Lee Milligan, Inc. Employee Stock Ownership Plan covers 320 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $81M.

$81M
total plan assets (2024 EOY)
320
covered participants
89th
percentile by assets (of 123,622 plans)
$253,633
avg assets per participant

Where J. Lee Milligan, Inc. Employee Stock Ownership Plan sits by total assets

J. Lee Milligan, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$81,162,673 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. Lee Milligan, Inc. Employee Stock Ownership Plan reported net income rose from $16M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • J. Lee Milligan, Inc. Employee Stock Ownership Plan end-of-year assets rose from $61M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • J. Lee Milligan, Inc. Employee Stock Ownership Plan reported participants rose from 301 in the plan year 2023 filing to 320 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Texas
Industry
Construction

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. J. Lee Milligan, Inc. Employee Stock Ownership Plan reports 320 participants - about 47% of that state average ($81M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$74M
Net Income$24M
Employer EIN750971715
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Lee Milligan, Inc.)

$40M$60M$80M$100M 202220232024 $46.1M $92M ▲ +99.6%
Total plan assets by year, all J. Lee Milligan, Inc. plans on file
Year Plans Participants Total Assets
2022 2 687 $46M
2023 2 645 $72M
2024 2 651 $92M

Nearby ESOP Plans in Texas

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

J. Lee Milligan, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants J. Lee Milligan, Inc…, Total assets ($B): 0.081162673 · Participants: 320J. Lee Milligan, Inc…Sammons Enterprises,…, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises,…Highland Homes Emplo…, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Emplo…Austin Industries Em…, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Em…Lja Engineering, Inc…, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc…Air Tractor Holdings…, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings…
J. Lee Milligan, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare J. Lee Milligan, Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to J. Lee Milligan, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did J. Lee Milligan, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
J. Lee Milligan, Inc. Employee Stock Ownership Plan surged - up 32.2% during 2024, from $61M to $81M. Reported net income was $24M.
How have J. Lee Milligan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Lee Milligan, Inc.'s sponsor-wide assets grew 99.6%, from $46M to $92M.
Where does J. Lee Milligan, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
J. Lee Milligan, Inc. Employee Stock Ownership Plan ranks in the 89th 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. Lee Milligan, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is United Production Framing, Inc. Employee Stock Ownership Plan in CA ($81M, 1,231 participants).

Next read for J. Lee Milligan, Inc. Employee Stock Own…

Filing takeaways

Ways to act on J. Lee Milligan, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, J. Lee Milligan, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
  • J. Lee Milligan, Inc.'s sponsor-wide assets have grown 99.6% since 2022 across 3 plan years on file. More Construction plans

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 750971715.

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.