401(k)
2023 plan-year 401(k) DOL Form 5500

Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan

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

Sponsored by Jeld-Wen Holding, Inc. · North Carolina · Manufacturing

What the 2023 filing shows

Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan holds $23M for 1,526 participants — about $15,023 per participant, up 34.3% over the 2023 plan year.

$23M
total plan assets (2023 EOY)
1,526
covered participants
$15,023
avg assets per participant
+34.3%
assets growth YoY
Total Assets (2023)
$23M
Participants
1,526
Industry
Manufacturing

What the Filing Says About Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan

Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan is a 401(k) retirement plan sponsored by Jeld-Wen Holding, Inc., headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 1,526 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 931273278, and the plan has been effective since 1978-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2023 to $23M at year-end — a gain of 34.3%. Net assets (after liabilities) closed the year at $23M, with reported net income of $6M 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)$17M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$6M
Plan Type401(k)
Employer EIN931273278
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jeld-Wen Holding, Inc.)

Year Plans Participants Total Assets
2022 3 14,116 $419M
2023 3 13,527 $500M
2024 3 12,198 $538M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan?
As of the 2023 Form 5500 filing, Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan holds $23M in total assets with 1,526 participants. It is sponsored by Jeld-Wen Holding, Inc..
What type of plan is Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan?
Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan is a 401(k) plan. It has been effective since 1978-01-01. The plan is filed with the U.S. Department of Labor under EIN 931273278.
Who sponsors the Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan?
Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan is sponsored by Jeld-Wen Holding, Inc., located in North Carolina. The sponsor's EIN is 931273278 and the plan operates in the Manufacturing industry.
How did Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan perform in 2023?
Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan grew by 34.3% during 2023, moving from $17M to $23M in total assets. Net income was $6M.
Where can I find official filings for Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan?
Official Form 5500 filings for Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 931273278 or plan name at efast.dol.gov.
How does Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan compare to other plans?
You can compare Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 931273278.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.