ESOP · DOL Form 5500 · 2023
Jordan Machine Company, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 31
- Participants
- 66th
- Percentile by assets
- $447,402
- Avg per participant
Official DOL plan name: Jordan Machine Company, Inc. Employee Stock Ownership Plan · Sponsored by Jordan Machine Company, Inc. · Alabama · Manufacturing
$14M in assets, 31 participants
Jordan Machine Company, Inc.'s Jordan Machine Company, Inc. Employee Stock Ownership Plan reported $14M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 127,072 plans)
- #10,034 in Manufacturing (18,722 peers)
Jordan Machine Company, Inc. multi-year trail
Jordan Machine Company, Inc.'s plans moved +12.9% in assets from 2022 to 2024; this filing shows Jordan Machine Company, Inc. Employee Stock Ownership Plan at $14M / 31 participants.
- $14M
- total plan assets (2023 EOY)
- 31
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $447,402
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jordan Machine Company, Inc. Employee Stock Ownership Plan reported net income rose from -$840K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Jordan Machine Company, Inc. Employee Stock Ownership Plan reported participants rose from 25 in the plan year 2022 filing to 31 in the plan year 2023 filing.
- Jordan Machine Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Jordan Machine Company, Inc. across 3 plan years on file
Across the 3 plan years Jordan Machine Company, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $16M, a gain of 12.9%, while reported participants moved from 45 to 54 (+20.0%). Peak year by sponsor assets: 2023 ($16M); trough: 2022 ($14M).
Jordan Machine Company, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 45 | $14M |
| 2023 | 2 | 54 | $16M |
| 2024 | 2 | 54 | $16M |
Jordan Machine Company, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 630674849 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Alabama
Peer ESOP plans, same state, same plan type, ranked by total assets.
Jordan Machine Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
- Starfish Holdings, Inc. Employee Stock Ownership Plan $470M · 1,360
- Inline Electric Employee Stock Ownership Plan $196M · 287
- Radiance Technologies, Inc. Employee Stock Ownership Plan $168M · 874
- Signature Homes Employee Stock Ownership Plan $168M · 123
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub $127M · 909
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Jordan Machine Company, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Jordan Machine Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Jordan Machine Company, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Jordan Machine Company, Inc. Employee Stock Ownership Plan? ▼
Next read for Jordan Machine Company, Inc. Employee St…
Multi-year trail
Ways to act on Jordan Machine Company, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Jordan Machine Company, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Alabama. Compare plans
- Jordan Machine Company, Inc.'s sponsor-wide assets have grown 12.9% since 2022 across 3 plan years on file. More Manufacturing plans