ESOP · DOL Form 5500 · 2023
James Alexander Corporation ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $49,620
- Avg per participant Low balance/head
Official DOL plan name: James Alexander Corporation Employee Stock Ownership Plan and Trust · Sponsored by James Alexander Corporation · New Jersey · Manufacturing
$6M in assets, 128 participants
James Alexander Corporation's James Alexander Corporation Employee Stock Ownership Plan and Trust reported $6M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #6,145 in Manufacturing (18,722 peers)
Coverage in New Jersey
James Alexander Corporation Employee Stock Ownership Plan and Trust covers 128 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $6M.
- #6,145
- in Manufacturing (18,722 peers)
- -2.6%
- assets change YoY
The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
James Alexander Corporation Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers
James Alexander Corporation Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,351,408 49th percentile higher than 49% 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
James Alexander Corporation Employee Stock Ownership Plan and Trust 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. James Alexander Corporation Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- James Alexander Corporation Employee Stock Ownership Plan and Trust reported net income fell from $81K in the plan year 2022 filing to -$169K in the plan year 2023 filing.
- James Alexander Corporation Employee Stock Ownership Plan and Trust reported participants rose from 120 in the plan year 2022 filing to 128 in the plan year 2023 filing.
- James Alexander Corporation Employee Stock Ownership Plan and Trust end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222063771 · James Alexander Corporation PY 2023 · ESOP
James Alexander Corporation Employee Stock Ownership Plan and Trust · $6M · 128 · 49th
- EBSA $6M
- EBSA 128
- EBSA 49th
- EBSA ESOP
- EBSA near Eastex Environmental Laboratory, Inc. Employee Stock Ownership Plan
- EBSA ind #6145
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 New Jersey →
James Alexander Corporation Employee Stock Ownership Plan and Trust in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$169K |
| Employer EIN | 222063771 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James Alexander Corporation)
Sponsor-wide plan assets over time
All James Alexander Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 19.216586880817673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 251 | $14M |
| 2023 | 2 | 264 | $15M |
| 2024 | 2 | 256 | $16M |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Okonite Company Employees Stock Ownership Plan $421M · 1,127
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $309M · 1,571
- Conair LLC Savings and Investment Plan $301M · 1,050
- Amboy Bancorporation Employee Stock Ownership Plan $107M · 193
- Columbia Bank Employee Stock Ownership Plan $86M · 729
James Alexander Corporation Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside New Jersey, the nearest ESOP by assets is Eastex Environmental Laboratory, Inc. Employee Stock Ownership Plan in TX ($6M); by covered participants it is Electric Supply Employee Stock Ownership Plan in FL (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Electric Supply Employee Stock Ownership Plan (FL) 128 · 0 off
- 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan (WI) 128 · 0 off
- Archer/Malmo, Inc. Employee Stock Ownership Plan (TN) 128 · 0 off
- Forum One Communications Corporation Employee Stock Ownership Plan (CO) 128 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.