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Sponsor portfolio

JAY PETROLEUM, INC.

EIN 35-1037456-oil & energy-Latest filing 2025
Plans
2
Retirement
2
$35.0M assets
Welfare
0
Participants
2,177
P.O. BOX 1285 - PORTLAND, IN 47371260-726-9374jaypetroleum.comLinkedIn501-1000 employeesoil & energy
Plans on this EIN
2 filings
#002ESOP-$30.2M - 1,809 part#001401k-$4.9M - 368 part

Retirement portfolio analytics

2 plans aggregated / $35.0M assets / 2,177 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • EMPLOYEE STOCK OWNERSHIP (#002)86%
  • INC. 401K PLAN (#001)14%
Total $35.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • (Not disclosed)86%
  • AMERICAN UNITED LIFE INSURANCE CO14%
Total $35.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)1,809
  • INC. 401K PLAN (#001)368
Total 2,177Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JAY PETROLEUM INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$30.2M
Participants1,809
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JAY PETROLEUM INC. 401K PLAN

401k

Assets$4.9M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JAY PETROLEUM INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$30.2M1,8092025
001JAY PETROLEUM INC. 401K PLAN401k$4.9M3682024
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