Plan Ledger DOL Form 5500 · updated monthly

Jasper Holdings, Inc.ESOP

JASPER HOLDINGS, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · JASPER, IN · plan year 2025

Reported admin expense ratio · 2025
0.00%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Jasper Holdings, Inc. reported $571 in plan administrative expenses for 2025: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,248 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the over $1B size bracket, benchmarked here against 141 comparable plans and shown alongside other manufacturing employers. By assets it is the 7th-largest of 1,562 plans among Indiana employers on file, and the 151st of 13,661 in manufacturing. active participation has grown from 3,526 to 4,007 since 2022.

Plan summary
Net assets, end of year$2,198,679,882
Participants with balances4,963
Active participants4,007
Employer contributions$17,020,990
Employee contributions—
Employer contribution per active participant$4,248
Average account balance$443,014
Benefits paid to participants$39,793,148
Plan auditUnmodified (clean) audit opinion
AuditorBLANKENSHIP CPA GROUP, PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$2.2B · 4,963 accts · $17.0M emplr
2024$1.9B · 4,825 accts · $18.1M emplr
2023$1.6B · 4,607 accts · $20.9M emplr
2022$1.3B · 4,271 accts · $14.8M emplr
Administrative expenses, itemized · 2025
Investment management$571
Total administrative$571
Employer contributions to the Jasper Holdings, Inc. plan · 2025
Employer contribution per active participant$4,248
Median for plans this size$5,084
2025$4,248 per active participant
2024$4,596 per active participant
2023$5,519 per active participant
2022$4,189 per active participant

Jasper Holdings, Inc.'s 2025 employer contribution ran below the $5,084 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$571 · 0.00%
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
JASPER HOLDINGS, INC. 401(K) PLAN401(k)
JASPER HOLDINGS, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
Same employer
Similar plansManufacturing · Indiana
Eli Lilly and Company IN$13.0B · 0.02%
Cummins Inc. IN$7.5B
Steel Dynamics, Inc. IN$3.0B · 0.02%
Cook Group Incorporated IN$1.4B · 0.02%
Berry Global, Inc. IN$1.2B · 0.02%
Schlage Lock Company LLC IN$976.1M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 832826508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.