E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

E.W. JAMES & SONS, INC.

This Other plan holds $294K in total assets and serves 179 participants as of 2023. It is sponsored by E.W. JAMES & SONS, INC. in Tennessee. The plan reported a net loss of $187K for the year.

Total Assets (2023)

$294K

Participants

179

State

Tennessee

Industry

Wholesale Trade

What the Filing Says About E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN

E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by E.W. JAMES & SONS, INC., headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $294K in total end-of-year assets and covers 179 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 611028712, and the plan has been effective since 1975-01-10. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $481K at the beginning of 2023 to $294K at year-end — a decline of 39.0%. Net assets (after liabilities) closed the year at $294K, with reported net income of $-187,417 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$481K
Total Assets (End of Year)	$294K
Net Assets (End of Year)	$294K
Net Income	$-187,417
Plan Type	Other
Employer EIN	611028712
Plan Effective Date	1975-01-10
Filing Status	FILING RECEIVED

Sponsor Plan History (E.W. JAMES & SONS, INC.)

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

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BARR BRANDS INTERNATIONAL AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN $427M · 401

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Frequently Asked Questions

How much money is in the E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN? ▼

As of the 2023 Form 5500 filing, E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN holds $294K in total assets with 179 participants. It is sponsored by E.W. JAMES & SONS, INC..

What type of plan is E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN? ▼

E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 1975-01-10. The plan is filed with the U.S. Department of Labor under EIN 611028712.

Who sponsors the E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN? ▼

E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN is sponsored by E.W. JAMES & SONS, INC., located in Tennessee. The sponsor's EIN is 611028712 and the plan operates in the Wholesale Trade industry.

How did E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN perform in 2023? ▼

E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN declined by 39.0% during 2023, moving from $481K to $294K in total assets. Net income was $-187,417.

Where can I find official filings for E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN? ▼

Official Form 5500 filings for E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 611028712 or plan name at efast.dol.gov.

How does E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN compare to other plans? ▼

You can compare E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.