401(k) · DOL Form 5500 · 2023

James Machine Works, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
133
Participants Small participant base
73rd
Percentile by assets National rank
$154,707
Avg per participant Above avg balance/head
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Official DOL plan name: James Machine Works, LLC Profit Sharing Plan and Trust · Sponsored by James Machine Works, LLC · Louisiana · Manufacturing

$21M in assets, 133 participants

James Machine Works, LLC's James Machine Works, LLC Profit Sharing Plan and Trust reported $21M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,825 in Manufacturing (18,722 peers)

Coverage in Louisiana

James Machine Works, LLC Profit Sharing Plan and Trust covers 133 participants in Louisiana, about 27% of the average Louisiana filer (state average ~495 per filing). Assets: $21M.

#11,825
in Manufacturing (18,722 peers)
+10.3%
assets growth YoY

James Machine Works, LLC Profit Sharing Plan and Trust's outsized position by total assets

James Machine Works, LLC Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,576,008 Top 27% higher than 73% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

James Machine Works, LLC Profit Sharing 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 Machine Works, LLC Profit Sharing Plan and Trust sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James Machine Works, LLC Profit Sharing Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • James Machine Works, LLC Profit Sharing Plan and Trust end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • James Machine Works, LLC Profit Sharing Plan and Trust reported participants rose from 129 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 720522271 · James Machine Works, LLC PY 2023 · 401(k)

James Machine Works, LLC Profit Sharing Plan and Trust · $21M · 133 · 73rd

  • VS-ST $21M
  • VS-ST 133
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Palmer Johnson Incentive Savings Plan
  • VS-ST ind #11825

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 Louisiana →

James Machine Works, LLC Profit Sharing Plan and Trust in the asset neighbourhood

James Machine Works, LLC Profit Sharing Plan and TrustJames Machine Works, LLC Pro…$21MPalmer Johnson Incentive Savings PlanPalmer Johnson Incentive Sav…$21MAir Lines Pilots Association International Deferred Savings Plan for Bargaining Non-Exempt EmployeeAir Lines Pilots Association…$21MFremont Contract Carriers Inc. 401(k) PspFremont Contract Carriers In…$21MColorado Structures 401(k) PlanColorado Structures 401(k) P…$21M
End-of-year total assets ($M) among James Machine Works, LLC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN720522271
Plan Effective Date1975-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James Machine Works, LLC)

Sponsor-wide plan assets over time

All James Machine Works, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 14.33027630719704% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.7M $21.3M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 129 $19M
2023 1 133 $21M
2024 1 154 $21M

Nearby 401(k) Plans in Louisiana

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

James Machine Works, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants James Machine Works, LLC Profit Sharing Plan and Trust, Total assets ($B): 0.020576008 · Participants: 133James Machine Works, LLC Profit Sharing Plan and TrustLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
James Machine Works, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare James Machine Works, LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

James Machine Works, LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Palmer Johnson Incentive Savings Plan in WI ($21M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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.

Frequently Asked Questions

How did James Machine Works, LLC Profit Sharing Plan and Trust assets move in 2023? ▼
James Machine Works, LLC Profit Sharing Plan and Trust grew at a solid clip - up 10.3% during 2023, from $19M to $21M. Reported net income was $2M.
How have James Machine Works, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Machine Works, LLC's sponsor-wide assets grew 14.3%, from $19M to $21M.
Which 401(k) plans are similar in size to James Machine Works, LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Palmer Johnson Incentive Savings Plan in WI ($21M, 172 participants).
Which 401(k) plans cover a similar participant headcount to James Machine Works, LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants, N/A in assets).

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 720522271.

Read our methodology - how this data is sourced, computed, and verified.

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