ESOP · DOL Form 5500 · 2022

James Alexander Corporation ESOP

Data updated 2026-08-11

$7M
Total assets
120
Participants
56th
Percentile by assets
$54,333
Avg per participant
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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.

  • 56th percentile by assets (of 139,126 plans)
  • #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.

$7M
total plan assets (2022 EOY)
120
covered participants
56th
percentile by assets (of 139,126 plans)
$54,333
avg assets per participant
State
Industry

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. James Alexander Corporation Employee Stock Ownership Plan and Trust reports 120 participants - about 14% of that state average ($7M EOY assets).

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)

$13M$14M$15M$16M$17M 202220232024 $13.6M $16.2M ▲ +19.2%
Total plan assets by year, all James Alexander Corporation plans on file
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

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 Corp…Johnson and Johnson …Okonite Company Empl…Mathematica Group Ho…Conair LLC Savings a…Investors Bank Amend…
James Alexander Corporation Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in New Jersey, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to James Alexander Corporation Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

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Filing takeaways

Ways to act on James Alexander Corporation Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, James Alexander Corporation Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in New Jersey. Compare plans
  • James Alexander Corporation's sponsor-wide assets have grown 19.2% since 2022 across 3 plan years on file. More Manufacturing plans