Profit Sharing · DOL Form 5500 · 2022

Jordan & Bondurant Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
28th
Percentile by assets National rank
$120,981
Avg per participant Near avg balance/head
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Official DOL plan name: Drs Jordan and Bondurant Keogh Profit Sharing Plan · Sponsored by Jordan & Bondurant · Tennessee · Healthcare & Social Assistance

$1M in assets, 11 participants

Jordan & Bondurant's Drs Jordan and Bondurant Keogh Profit Sharing Plan reported $1M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,330 in Healthcare & Social Assistance (20,060 peers)

Jordan & Bondurant multi-year trail

Jordan & Bondurant's plans moved +38.5% in assets from 2022 to 2024; this filing shows Drs Jordan and Bondurant Keogh Profit Sharing Plan at $1M / 11 participants.

#5,330
in Healthcare & Social Assistance (20,060 peers)
-19.7%
assets change YoY

The plan reported a net loss of $326K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Drs Jordan and Bondurant Keogh Profit Sharing Plan among the smaller filed plans by assets

Drs Jordan and Bondurant Keogh Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,330,793 28th percentile higher than 28% of 139,123 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 2022

Drs Jordan and Bondurant Keogh Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Drs Jordan and Bondurant Keogh Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 620883088 · Jordan & Bondurant PY 2022 · Profit Sharing

Drs Jordan and Bondurant Keogh Profit Sharing Plan · $1M · 11 · 28th

  • ASSETS $1M
  • PCT 11
  • EIN 28th
  • RANK Profit Sharing
  • PHOTO near Surety Title Agency, Inc Profit Sharing Plan & Trust
  • IND ind #5330

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Drs Jordan and Bondurant Keogh Profit Sharing Plan in the asset neighbourhood

Drs Jordan and Bondurant Keogh Profit Sharing PlanDrs Jordan and Bondurant Keo…$1MSurety Title Agency, Inc Profit Sharing Plan & TrustSurety Title Agency, Inc Pro…$1MEdward Y. Young, D.D.S. Profit Sharing PlanEdward Y. Young, D.D.S. Prof…$1MPerry Kerson, a Sole Proprietor Profit-Sharing PlanPerry Kerson, a Sole Proprie…$1MCrmb Radiology, Csp Retirement PlanCrmb Radiology, Csp Retireme…$1M
End-of-year total assets ($M) among Drs Jordan and Bondurant Keogh Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jordan & Bondurant multi-year asset trail

Sponsor-wide plan assets over time

All Jordan & Bondurant plans reported in each filing year

Latest sponsor-wide plan assets
$2M 38.46481007940378% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.33M $1.84M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 10 $1M
2024 1 14 $2M

Jordan & Bondurant filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$326K
Employer EIN620883088
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Drs Jordan and Bondurant Keogh Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600 Total assets ($M) Participants Drs Jordan and Bondurant Keogh Profit Sharing Plan, Total assets ($M): 1.330793 · Participants: 11Drs Jordan and Bondurant Keogh Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 463.186741 · Participants: 5937Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 77.087682 · Participants: 740Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 65.745095 · Participants: 1451New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 53.69646 · Participants: 236Ulps Employee Savings PlanUniversity School of Nashville Retirement Plan, Total assets ($M): 33.845021 · Participants: 209University School of Nashville Retirement Plan
Drs Jordan and Bondurant Keogh Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Drs Jordan and Bondurant Keogh Profit Sharing Plan side-by-side with 3 peers →

Drs Jordan and Bondurant Keogh Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Surety Title Agency, Inc Profit Sharing Plan & Trust in OH ($1M); by covered participants it is American Century Investments in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Drs Jordan and Bondurant Keogh Profit Sharing Plan assets move in 2022? ▼
Drs Jordan and Bondurant Keogh Profit Sharing Plan declined sharply - down 19.7% during 2022, from $2M to $1M. Reported net income was -$326K.
How have Jordan & Bondurant plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jordan & Bondurant's sponsor-wide assets grew 38.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Drs Jordan and Bondurant Keogh Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Surety Title Agency, Inc Profit Sharing Plan & Trust in OH ($1M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Drs Jordan and Bondurant Keogh Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is American Century Investments in CA (11 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620883088.

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.