ESOP · DOL Form 5500 · 2023
E.W. James & Sons, Inc. ESOP
Data updated 2026-08-25
- $294K
- Total assets Small plan by assets
- 179
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $1,640
- Avg per participant Low balance/head
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
$294K in assets, 179 participants
E.W. James & Sons, Inc.'s E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan reported $294K in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.
- #410 in Wholesale Trade (6,309 peers)
Coverage in Tennessee
E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan covers 179 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $294K.
- #410
- in Wholesale Trade (6,309 peers)
- -39.0%
- assets change YoY
The plan reported a net loss of $187K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2023 · DOL Form 5500
$293,560 14th percentile higher than 14% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 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 (179 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan reported net income fell from $141K in the plan year 2022 filing to -$187K in the plan year 2023 filing.
- E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan end-of-year assets fell from $481K in the plan year 2022 filing to $294K in the plan year 2023 filing.
- E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan reported participants fell from 186 in the plan year 2022 filing to 179 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 611028712 · E.W. James & Sons, Inc. PY 2023 · ESOP
E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan · $294K · 179 · 14th
- EBSA $294K
- PART 179
- TYPE 14th
- NET ESOP
- BOOK near Lake Placid Advertisers Workshop, Inc. Employee Stock Ownership Plan
- VS-ST ind #410
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
Tennessee filing particulars
| Total Assets (Beginning of Year) | $481K |
|---|---|
| Net Assets (End of Year) | $294K |
| Net Income | -$187K |
| Employer EIN | 611028712 |
| Plan Effective Date | 1975-01-10 |
| Filing Status | FILING 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
| 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.
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $221M · 190
- National Health Corp Leveraged Employee Stock Ownership Plan $144M · 1,470
- 3ls, Inc. Employee Stock Ownership Plan $134M · 424
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $99M · 483
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 Lake Placid Advertisers Workshop, Inc. Employee Stock Ownership Plan in NY ($295K); by covered participants it is Fin Feather Fur Outfitters, Inc. Employee Stock Ownership Plan in OH (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($294K here).
Similar participant headcount
Nearest other-state filings by covered participants (179 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.