ESOP · DOL Form 5500 · 2022

James Alexander Corporation ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
120
Participants Small participant base
56th
Percentile by assets National rank
$54,333
Avg per participant Low balance/head
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Official DOL plan name: James Alexander Corporation Employee Stock Ownership Plan and Trust · Sponsored by James Alexander Corporation · New Jersey · Manufacturing

$7M in assets, 120 participants

James Alexander Corporation's James Alexander Corporation Employee Stock Ownership Plan and Trust reported $7M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #8,501 in Manufacturing (20,602 peers)

Coverage in New Jersey

James Alexander Corporation Employee Stock Ownership Plan and Trust covers 120 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $7M.

#8,501
in Manufacturing (20,602 peers)
+1.3%
assets growth YoY

James Alexander Corporation Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

James Alexander Corporation Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,519,987 Top 44% higher than 56% 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

James Alexander Corporation Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Alexander Corporation Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (120 participants).

EBSA filing schedule strip

Filing strip 222063771 · James Alexander Corporation PY 2022 · ESOP

James Alexander Corporation Employee Stock Ownership Plan and Trust · $7M · 120 · 56th

  • NET $7M
  • NET 120
  • NET 56th
  • NET ESOP
  • NET near R & H Mechanical, Inc. Employee Stock Ownership Plan
  • NET ind #8501

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 What is an ESOP? → · Plans in New Jersey →

James Alexander Corporation Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and TrustThe Cool Hardware Company, I…$7MLeighton Enterprises, Inc. Employee Stock Ownership PlanLeighton Enterprises, Inc. E…$7MJames Alexander Corporation Employee Stock Ownership Plan and TrustJames Alexander Corporation …$7MR & H Mechanical, Inc. Employee Stock Ownership PlanR & H Mechanical, Inc. Emplo…$7MLamkin Corporation Employee Stock Ownership PlanLamkin Corporation Employee …$7M
End-of-year total assets ($M) among James Alexander Corporation Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$81K
Employer EIN222063771
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James Alexander Corporation)

Sponsor-wide plan assets over time

All James Alexander Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$16M 19.216586880817673% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.6M $16.2M ▲ +19.2%
Year Plans Participants Total Assets
2022 2 251 $14M
2023 2 264 $15M
2024 2 256 $16M

Nearby ESOP Plans in New Jersey

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

James Alexander Corporation Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants James Alexander Corporation Employee Stock Ownership Plan and Trust, Total assets ($M): 6.519987 · Participants: 120James Alexander Corporation Employee Stock Ownership Plan and TrustJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
James Alexander Corporation Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare James Alexander Corporation Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

James Alexander Corporation Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is R & H Mechanical, Inc. Employee Stock Ownership Plan in CO ($7M); by covered participants it is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 James Alexander Corporation Employee Stock Ownership Plan and Trust assets move in 2022? ▼
James Alexander Corporation Employee Stock Ownership Plan and Trust edged up modestly - up 1.3% during 2022, from $6M to $7M. Reported net income was $81K.
How have James Alexander Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Alexander Corporation's sponsor-wide assets grew 19.2%, from $14M to $16M.
Which ESOP plans are similar in size to James Alexander Corporation Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is R & H Mechanical, Inc. Employee Stock Ownership Plan in CO ($7M, 140 participants).
Which ESOP plans cover a similar participant headcount to James Alexander Corporation Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (120 participants, $29M 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 222063771.

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.