Profit Sharing · DOL Form 5500 · 2023
Jeld-Wen Holding, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 1,526
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $15,023
- Avg per participant Low balance/head
Official DOL plan name: Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan · Sponsored by Jeld-Wen Holding, Inc. · North Carolina · Manufacturing
$23M in assets, 1,526 participants
Jeld-Wen Holding, Inc.'s Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan reported $23M in total assets and 1,526 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #12,272 in Manufacturing (18,722 peers)
Where Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan sits by assets
Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 1,526 participants (~$15,023/participant), up 34.3% in 2023.
- #12,272
- in Manufacturing (18,722 peers)
- +34.3%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan's outsized position by total assets
Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,925,846 Top 25% higher than 75% 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
Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan lands in the large band (1,526 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan reported participants fell from 1,663 in the plan year 2022 filing to 1,526 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 931273278 · Jeld-Wen Holding, Inc. PY 2023 · Profit Sharing
Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan · $23M · 1,526 · 75th
- EIN $23M
- EIN 1,526
- EIN 75th
- EIN Profit Sharing
- EIN near The Delta Pension Plan
- EIN ind #12272
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 Manufacturing retirement plans → · Plans in North Carolina →
Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $6M |
| Employer EIN | 931273278 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jeld-Wen Holding, Inc.)
Sponsor-wide plan assets over time
All Jeld-Wen Holding, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $538M 28.23052711311086% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 14,116 | $419M |
| 2023 | 3 | 13,527 | $500M |
| 2024 | 3 | 12,198 | $538M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.2B · 36,057
- Charter Communications, Inc. Retirement Accumulation Plan $1.3B · 96,058
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
- Baker & Taylor Retirement Savings Plan $67M · 1,361
- Intermec Fssp Spinoff Plan $51M · 74
Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is The Delta Pension Plan in PA ($23M); by covered participants it is The Contractors Retirement Plan in TX (1,524 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- The Delta Pension Plan (PA) $23M · 553
- Silvi Concrete Products, Inc. Retirement Plan (PA) $23M · 381
- Siam 403(b) (PA) $23M · 74
- Riverview Healthcare Association Tax Deferred Annuity Plan (MN) $23M · 351
Similar participant headcount
Nearest other-state filings by covered participants (1,526 participants); asset peers above are excluded.
- The Contractors Retirement Plan (TX) 1,524 · 2 off
- American Institutes for Research Tax Deferred Annuity Plan (VA) 1,521 · 5 off
- Lifenet Profit Sharing Plan (VA) 1,515 · 11 off
- Scansource, Inc. 401(k) Plan (SC) 1,515 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.