ESOP · DOL Form 5500 · 2023

Jordan Machine Company, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
31
Participants Small participant base
66th
Percentile by assets National rank
$447,402
Avg per participant High balance/head
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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.

  • #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.

#10,034
in Manufacturing (18,722 peers)
+13.5%
assets growth YoY

Jordan Machine Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Jordan Machine Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,869,460 Top 34% higher than 66% 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

Jordan Machine Company, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jordan Machine Company, Inc. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630674849 · Jordan Machine Company, Inc. PY 2023 · ESOP

Jordan Machine Company, Inc. Employee Stock Ownership Plan · $14M · 31 · 66th

  • ASSETS $14M
  • ASSETS 31
  • ASSETS 66th
  • ASSETS ESOP
  • ASSETS near Abatix Corp. Employee Stock Ownership Plan
  • ASSETS ind #10034

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 Alabama →

Jordan Machine Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

National Electrostatics Corp. Employee Stock Ownership PlanNational Electrostatics Corp…$14MGreenspan Adjusters International, Inc. Employee Stock Ownership PlanGreenspan Adjusters Internat…$14MJordan Machine Company, Inc. Employee Stock Ownership PlanJordan Machine Company, Inc.…$14MAbatix Corp. Employee Stock Ownership PlanAbatix Corp. Employee Stock …$14MPritchett Controls, Inc. Employee Stock Ownership PlanPritchett Controls, Inc. Emp…$14M
End-of-year total assets ($M) among Jordan Machine Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Jordan Machine Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jordan Machine Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 12.938454919489592% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.8M $15.6M ▲ +13.0%
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 EIN630674849
Plan Effective Date1997-09-01
Filing StatusFILING 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 Scatter plot of 6 data points. -500050010001500 -2000200400600 Total assets ($M) Participants Jordan Machine Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.86946 · Participants: 31Jordan Machine Company, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Jordan Machine Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Jordan Machine Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jordan Machine Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Abatix Corp. Employee Stock Ownership Plan in TX ($14M); by covered participants it is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Jordan Machine Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Jordan Machine Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.5% during 2023, from $12M to $14M. Reported net income was $1M.
How have Jordan Machine Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jordan Machine Company, Inc.'s sponsor-wide assets grew 12.9%, from $14M to $16M.
Which ESOP plans are similar in size to Jordan Machine Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Abatix Corp. Employee Stock Ownership Plan in TX ($14M, 147 participants).
Which ESOP plans cover a similar participant headcount to Jordan Machine Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants, $11M 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 630674849.

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.