ESOP · DOL Form 5500 · 2024

Jordan Machine Company, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 30
Participants Small participant base: 62nd
Percentile by assets National rank: $442,480
Avg per participant High balance/head

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Official DOL plan name: Jordan Machine Company, Inc. Employee Stock Ownership Plan · Sponsored by Jordan Machine Company, Inc. · Alabama · Manufacturing

$13M in assets, 30 participants

Jordan Machine Company, Inc.'s Jordan Machine Company, Inc. Employee Stock Ownership Plan reported $13M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

#8,713 in Manufacturing (17,777 peers)

Jordan Machine Company, Inc. multi-year trail

Jordan Machine Company, Inc.'s plans moved +12.9% in assets from 2022 to 2024; this filing shows Jordan Machine Company, Inc. Employee Stock Ownership Plan at $13M / 30 participants.

#8,713
in Manufacturing (17,777 peers): -4.3%
assets change YoY

The plan reported a net loss of $292K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jordan Machine Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Jordan Machine Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,274,412 Top 38% higher than 62% of 123,620 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Jordan Machine Company, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jordan Machine Company, Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Jordan Machine Company, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$292K in the plan year 2024 filing.
Jordan Machine Company, Inc. Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Jordan Machine Company, Inc. Employee Stock Ownership Plan reported participants fell from 31 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 630674849 · Jordan Machine Company, Inc. PY 2024 · ESOP

Jordan Machine Company, Inc. Employee Stock Ownership Plan · $13M · 30 · 62nd

TYPE $13M
TYPE 30
TYPE 62nd
TYPE ESOP
TYPE near Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan
TYPE ind #8713

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 Alabama →

End-of-year total assets ($M) among Jordan Machine Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Jordan Machine Company, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $16M 12.938454919489592% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	45	$14M
2023	2	54	$16M
2024	2	54	$16M

Jordan Machine Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$10M
Net Income	-$292K
Employer EIN	630674849
Plan Effective Date	1997-09-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Alabama

Peer ESOP plans, same state, same plan type, ranked by total assets.

Jordan Machine Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants

Starfish Holdings, Inc. Employee Stock Ownership Plan $515M · 1,644
Inline Electric Employee Stock Ownership Plan $243M · 298
Signature Homes Employee Stock Ownership Plan $225M · 125
Radiance Technologies, Inc. Employee Stock Ownership Plan $195M · 1,041
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries $182M · 958

Compare Jordan Machine Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jordan Machine Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan in UT ($13M); by covered participants it is ESOP Partners Employee Stock Ownership Plan in WI (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan (UT) $13M · 117
Small Mine Development Employee Stock Ownership Plan (ID) $13M · 346
Civil Design Concepts Employee Stock Ownership Plan (NC) $13M · 39
Maple Systems, Inc. Employee Stock Ownership Plan and Trust (WA) $13M · 40

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

ESOP Partners Employee Stock Ownership Plan (WI) 30 · 0 off
Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement (IN) 30 · 0 off
Earl Bacon Agency, Inc. Employee Stock Ownership Plan (FL) 30 · 0 off
Rubber Track Solutions, Inc. Employee Stock Ownership Plan (TX) 30 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jordan Machine Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Jordan Machine Company, Inc. Employee Stock Ownership Plan edged down modestly - down 4.3% during 2024, from $14M to $13M. Reported net income was -$292K.

How have Jordan Machine Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jordan Machine Company, Inc.'s sponsor-wide assets grew 12.9%, from $14M to $16M.

Which ESOP plans are similar in size to Jordan Machine Company, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan in UT ($13M, 117 participants).

Which ESOP plans cover a similar participant headcount to Jordan Machine Company, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is ESOP Partners Employee Stock Ownership Plan in WI (30 participants, $695K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630674849.