Profit Sharing · DOL Form 5500 · 2023

Jordan & Bondurant Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
27th
Percentile by assets National rank
$148,699
Avg per participant Above avg balance/head
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Official DOL plan name: Drs Jordan and Bondurant Keogh Profit Sharing Plan · Sponsored by Jordan & Bondurant · Tennessee · Healthcare & Social Assistance

$1M in assets, 10 participants

Jordan & Bondurant's Drs Jordan and Bondurant Keogh Profit Sharing Plan reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,290 in Healthcare & Social Assistance (17,684 peers)

Jordan & Bondurant multi-year trail

Jordan & Bondurant's plans moved +38.5% in assets from 2022 to 2024; this filing shows Drs Jordan and Bondurant Keogh Profit Sharing Plan at $1M / 10 participants.

#4,290
in Healthcare & Social Assistance (17,684 peers)
+11.7%
assets growth YoY

Drs Jordan and Bondurant Keogh Profit Sharing Plan among the smaller filed plans by assets

Drs Jordan and Bondurant Keogh Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,486,988 27th percentile higher than 27% of 127,068 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 2023

Drs Jordan and Bondurant Keogh Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Drs Jordan and Bondurant Keogh Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Drs Jordan and Bondurant Keogh Profit Sharing Plan reported net income rose from -$326K in the plan year 2022 filing to $156K in the plan year 2023 filing.
  • Drs Jordan and Bondurant Keogh Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Drs Jordan and Bondurant Keogh Profit Sharing Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620883088 · Jordan & Bondurant PY 2023 · Profit Sharing

Drs Jordan and Bondurant Keogh Profit Sharing Plan · $1M · 10 · 27th

  • VS-ST $1M
  • VS-ST 10
  • VS-ST 27th
  • VS-ST Profit Sharing
  • VS-ST near Lubna Enterprises, Inc. Retirement Plan
  • VS-ST ind #4290

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Drs Jordan and Bondurant Keogh Profit Sharing Plan in the asset neighbourhood

Drs Jordan and Bondurant Keogh Profit Sharing PlanDrs Jordan and Bondurant Keo…$1MLubna Enterprises, Inc. Retirement PlanLubna Enterprises, Inc. Reti…$1MAmp Electric Landscape Co Inc Profit Sharing PlanAmp Electric Landscape Co In…$1MK.Fisher & Associates Inc Retirement PlanK.Fisher & Associates Inc Re…$1MJuan H. Vazquez Retirement PlanJuan H. Vazquez Retirement P…$1M
End-of-year total assets ($M) among Drs Jordan and Bondurant Keogh Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jordan & Bondurant multi-year asset trail

Sponsor-wide plan assets over time

All Jordan & Bondurant plans reported in each filing year

Latest sponsor-wide plan assets
$2M 38.46481007940378% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.33M $1.84M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 10 $1M
2024 1 14 $2M

Jordan & Bondurant filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$156K
Employer EIN620883088
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Drs Jordan and Bondurant Keogh Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Drs Jordan and Bondurant Keogh Profit Sharing Plan, Total assets ($M): 1.486988 · Participants: 10Drs Jordan and Bondurant Keogh Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Drs Jordan and Bondurant Keogh Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Drs Jordan and Bondurant Keogh Profit Sharing Plan side-by-side with 3 peers →

Drs Jordan and Bondurant Keogh Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Lubna Enterprises, Inc. Retirement Plan in NJ ($1M); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Drs Jordan and Bondurant Keogh Profit Sharing Plan assets move in 2023? ▼
Drs Jordan and Bondurant Keogh Profit Sharing Plan grew at a solid clip - up 11.7% during 2023, from $1M to $1M. Reported net income was $156K.
How have Jordan & Bondurant plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jordan & Bondurant's sponsor-wide assets grew 38.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Drs Jordan and Bondurant Keogh Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lubna Enterprises, Inc. Retirement Plan in NJ ($1M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Drs Jordan and Bondurant Keogh Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dibs Co. Retirement Plan in MA (10 participants, $348K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620883088.

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.