401(k)
2022 plan-year 401(k) DOL Form 5500

JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JORDAN CARRIERS, INC.

This 401(k) plan holds $3M in total assets and serves 384 participants as of 2022. It is sponsored by JORDAN CARRIERS, INC. in Mississippi. The plan reported positive net income of $109K for the year.

Total Assets (2023)
$3M
Participants
384
State
Industry
Transportation & Warehousing

What the Filing Says About JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST

JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST is a 401(k) retirement plan sponsored by JORDAN CARRIERS, INC., headquartered in Mississippi. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 384 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 640817788, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2022 to $3M at year-end — a gain of 3.7%. Net assets (after liabilities) closed the year at $3M, with reported net income of $109K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$109K
Plan Type401(k)
Employer EIN640817788
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JORDAN CARRIERS, INC.)

Year Plans Participants Total Assets
2022 1 384 $3M
2023 1 453 $4M
2024 1 435 $6M

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Frequently Asked Questions

How much money is in the JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST?
As of the 2022 Form 5500 filing, JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST holds $3M in total assets with 384 participants. It is sponsored by JORDAN CARRIERS, INC..
What type of plan is JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST?
JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST is a 401(k) plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 640817788.
Who sponsors the JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST?
JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST is sponsored by JORDAN CARRIERS, INC., located in Mississippi. The sponsor's EIN is 640817788 and the plan operates in the Transportation & Warehousing industry.
How did JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST perform in 2022?
JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST grew by 3.7% during 2022, moving from $3M to $3M in total assets. Net income was $109K.
Where can I find official filings for JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST?
Official Form 5500 filings for JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 640817788 or plan name at efast.dol.gov.
How does JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST compare to other plans?
You can compare JORDAN CARRIERS, INC. EMPLOYEES SAVINGS TRUST against other 401(k) plans on the plan type page, or view plans in Mississippi on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 640817788.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.