ESOP · DOL Form 5500 · 2022

E.W. James & Sons, Inc. ESOP

Data updated 2026-08-25

$481K
Total assets Small plan by assets
186
Participants Below avg headcount
18th
Percentile by assets National rank
$2,586
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan · Sponsored by E.W. James & Sons, Inc. · Tennessee · Wholesale Trade

$481K in assets, 186 participants

E.W. James & Sons, Inc.'s E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan reported $481K in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #606 in Wholesale Trade (6,843 peers)

Coverage in Tennessee

E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan covers 186 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $481K.

#606
in Wholesale Trade (6,843 peers)
+41.5%
assets growth YoY

E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan among the smaller filed plans by assets

E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan vs every filed plan by assets

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

$480,977 18th percentile higher than 18% 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

E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership 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. Employee Profit Sharing & Stock Ownership Plan sits mid-pack in the medium band (186 participants).

Form 5500 schedule snapshot

Filing strip 611028712 · E.W. James & Sons, Inc. PY 2022 · ESOP

E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan · $481K · 186 · 18th

  • VS-ST $481K
  • VS-ST 186
  • VS-ST 18th
  • VS-ST ESOP
  • VS-ST near Piedmont Drywall Holdings Inc Employee Stock Ownership Plan
  • VS-ST ind #606

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 Tennessee →

E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan in the asset neighbourhood

Franklin Insurance Agency, Inc. Employee Stock Ownership PlanFranklin Insurance Agency, I…$485KRalph Andersen & Associates Employee Stock Ownership PlanRalph Andersen & Associates …$488KE.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership PlanE.W. James & Sons, Inc. Empl…$481KPiedmont Drywall Holdings Inc Employee Stock Ownership PlanPiedmont Drywall Holdings In…$479KLr Services, Inc. ESOP and Profit Sharing PlanLr Services, Inc. ESOP and P…$474K
End-of-year total assets ($M) among E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$340K
Net Assets (End of Year)$481K
Net Income$141K
Employer EIN611028712
Plan Effective Date1975-01-10
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All E.W. James & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52K 97.86382834744089% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.44M $0.05M ▼ -98.0%
Year Plans Participants Total Assets
2022 2 377 $2M
2023 1 179 $294K
2024 1 156 $52K

Nearby ESOP Plans in Tennessee

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

E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -1000100200300400500 Total assets ($M) Participants E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan, Total assets ($M): 0.480977 · Participants: 186E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership Plan
E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan side-by-side with 3 peers →

E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Piedmont Drywall Holdings Inc Employee Stock Ownership Plan in GA ($479K); by covered participants it is First Citizens Financial Corp Employee Stock Ownership Plan in IA (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan assets move in 2022? ▼
E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan surged - up 41.5% during 2022, from $340K to $481K. Reported net income was $141K.
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.
Where does E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan rank by assets among Form 5500 filers? ▼
E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Piedmont Drywall Holdings Inc Employee Stock Ownership Plan in GA ($479K, 19 participants).
Which ESOP plans cover a similar participant headcount to E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Citizens Financial Corp Employee Stock Ownership Plan in IA (186 participants, $34M 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 611028712.

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.