401(k) · DOL Form 5500 · 2022

E.W. James & Sons, Inc. 401(k) Plan

Q: How did E.W. James & Sons, Inc. 401(k) Plan assets move in 2022?

E.W. James & Sons, Inc. 401(k) Plan pulled back noticeably - down 10.8% during 2022, from $2M to $2M. Reported net income was -$237K.

Q: How have E.W. James & Sons, Inc. plan assets changed over time?

Across 3 plan years on file (2022-2024), E.W. James & Sons, Inc.'s sponsor-wide assets declined 97.9%, from $2M to $52K.

Q: Which 401(k) plans are similar in size to E.W. James & Sons, Inc. 401(k) Plan?

Among 401(k) plans in other states, the closest by assets is Red Rocks Credit Union Profit Sharing Plan in CO ($2M, 56 participants).

Q: Which 401(k) plans cover a similar participant headcount to E.W. James & Sons, Inc. 401(k) Plan?

Among 401(k) plans in other states, the closest by covered participants is Quarterline Consulting Services, LLC 401(k) Plan in VA (191 participants, N/A in assets).

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 191
Participants Below avg headcount: 33rd
Percentile by assets National rank: $10,232
Avg per participant Low balance/head

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Official DOL plan name: E.W. James & Sons, Inc. 401(k) Plan · Sponsored by E.W. James & Sons, Inc. · Tennessee · Retail Trade

$2M in assets, 191 participants

E.W. James & Sons, Inc.'s E.W. James & Sons, Inc. 401(k) Plan reported $2M in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

#4,079 in Retail Trade (9,519 peers)

Coverage in Tennessee

E.W. James & Sons, Inc. 401(k) Plan covers 191 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#4,079
in Retail Trade (9,519 peers): -10.8%
assets change YoY

The plan reported a net loss of $237K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E.W. James & Sons, Inc. 401(k) Plan among the smaller filed plans by assets

E.W. James & Sons, Inc. 401(k) Plan vs every filed plan by assets

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

$1,954,361 33rd percentile higher than 33% of 139,123 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

E.W. James & Sons, Inc. 401(k) Plan 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. E.W. James & Sons, Inc. 401(k) Plan sits mid-pack in the medium band (191 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Form 5500 schedule snapshot

Filing strip 611028712 · E.W. James & Sons, Inc. PY 2022 · 401(k)

E.W. James & Sons, Inc. 401(k) Plan · $2M · 191 · 33rd

TYPE $2M
NET 191
BOOK 33rd
VS-ST 401(k)
BOY near Red Rocks Credit Union Profit Sharing Plan
SCH ind #4079

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 Retail Trade retirement plans → · Plans in Tennessee →

End-of-year total assets ($M) among E.W. James & Sons, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$237K
Employer EIN	611028712
Plan Effective Date	2004-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (E.W. James & Sons, Inc.)

Latest sponsor-wide plan assets: $52K 97.86382834744089% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	377	$2M
2023	1	179	$294K
2024	1	156	$52K

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

E.W. James & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $21.0B · 220,835
Hca 401(k) Plan $18.7B · 280,576
International Paper Company Salaried Savings Plan $4.2B · 11,839
Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485

Compare E.W. James & Sons, Inc. 401(k) Plan side-by-side with 3 peers →

E.W. James & Sons, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Red Rocks Credit Union Profit Sharing Plan in CO ($2M); by covered participants it is Quarterline Consulting Services, LLC 401(k) Plan in VA (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Red Rocks Credit Union Profit Sharing Plan (CO) $2M · 56
Dorsey Group 401(k) Plan (GA) $2M · 86
Fahrney Keedy Memorial Home Inc 401(k) Plan (MD) $2M · 169
American Society of Neuroradiology Retirement Plan (IL) $2M · 17

Similar participant headcount

Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.

Quarterline Consulting Services, LLC 401(k) Plan (VA) 191 · 0 off
Keyport Auto Body Shop Inc. 401(k) Plan (NJ) 191 · 0 off
The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan (WI) 191 · 0 off
U.M.C., Inc Employee 401(k) Plan (MN) 191 · 0 off

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 E.W. James & Sons, Inc. 401(k) Plan assets move in 2022? ▼

E.W. James & Sons, Inc. 401(k) Plan pulled back noticeably - down 10.8% during 2022, from $2M to $2M. Reported net income was -$237K.

How have E.W. James & Sons, Inc. plan assets changed over time? ▼