Profit Sharing · DOL Form 5500 · 2024

Jeld-Wen Holding, Inc. Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,314
Participants Near avg headcount
60th
Percentile by assets National rank
$9,106
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan · Sponsored by Jeld-Wen Holding, Inc. · North Carolina · Manufacturing

$12M in assets, 1,314 participants

Jeld-Wen Holding, Inc.'s Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan reported $12M in total assets and 1,314 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,237 in Manufacturing (17,777 peers)

Jeld-Wen Holding, Inc. multi-year trail

Jeld-Wen Holding, Inc.'s plans moved +28.2% in assets from 2022 to 2024; this filing shows Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan at $12M / 1,314 participants.

#8,237
in Manufacturing (17,777 peers)
-47.8%
assets change YoY

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan vs every filed plan by assets

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

$11,965,880 Top 40% higher than 60% of 123,620 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 2024

Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 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 (1,314 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan reported net income fell from $6M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
  • Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan end-of-year assets fell from $23M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan reported participants fell from 1,526 in the plan year 2023 filing to 1,314 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 931273278 · Jeld-Wen Holding, Inc. PY 2024 · Profit Sharing

Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan · $12M · 1,314 · 60th

  • ASSETS $12M
  • PCT 1,314
  • EIN 60th
  • RANK Profit Sharing
  • PHOTO near Edmond a Swad PC Profit Sharing Trust
  • IND ind #8237

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

Profit Sharing Plan & Trust Agreement of Driggers, Schultz & Herbst, P.C.Profit Sharing Plan & Trust …$12MJeld-Wen, Inc. Employee Stock Ownership and Retirement PlanJeld-Wen, Inc. Employee Stoc…$12MEdmond a Swad PC Profit Sharing TrustEdmond a Swad PC Profit Shar…$12MCharles Momper, Inc. Profit Sharing PlanCharles Momper, Inc. Profit …$12MOakland Zoo 403(b) Plan$12M
End-of-year total assets ($M) among Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jeld-Wen Holding, Inc. multi-year asset trail

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
$400M$450M$500M$550M 202220232024 $419M $538M ▲ +28.2%
Year Plans Participants Total Assets
2022 3 14,116 $419M
2023 3 13,527 $500M
2024 3 12,198 $538M

Jeld-Wen Holding, Inc. filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$12M
Net Income-$11M
Employer EIN931273278
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan, Total assets ($B): 0.01196588 · Participants: 1314Jeld-Wen, Inc. Employee Stock Ownership and Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

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 Edmond a Swad PC Profit Sharing Trust in MI ($12M); by covered participants it is Kipp DC Retirement Plan in DC (1,310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,314 participants); asset peers above are excluded.

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 Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan assets move in 2024?
Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan contracted severely - down 47.8% during 2024, from $23M to $12M. Reported net income was -$11M.
How have Jeld-Wen Holding, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jeld-Wen Holding, Inc.'s sponsor-wide assets grew 28.2%, from $419M to $538M.
Which Profit Sharing plans are similar in size to Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Edmond a Swad PC Profit Sharing Trust in MI ($12M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Kipp DC Retirement Plan in DC (1,310 participants, $123M in assets).