ESOP · DOL Form 5500 · 2024
James Alexander Corporation ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $51,097
- 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, 123 participants
James Alexander Corporation's James Alexander Corporation Employee Stock Ownership Plan and Trust reported $6M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #5,293 in Manufacturing (17,777 peers)
Coverage in New Jersey
James Alexander Corporation Employee Stock Ownership Plan and Trust covers 123 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $6M.
- #5,293
- in Manufacturing (17,777 peers)
- -1.0%
- assets change YoY
The plan reported a net loss of $66K 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 2024 · DOL Form 5500
$6,284,943 46th percentile higher than 46% 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
James Alexander Corporation Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 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 (123 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James Alexander Corporation Employee Stock Ownership Plan and Trust reported net income rose from -$169K in the plan year 2023 filing to -$66K in the plan year 2024 filing.
- James Alexander Corporation Employee Stock Ownership Plan and Trust reported participants fell from 128 in the plan year 2023 filing to 123 in the plan year 2024 filing.
- James Alexander Corporation Employee Stock Ownership Plan and Trust end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 222063771 · James Alexander Corporation PY 2024 · ESOP
James Alexander Corporation Employee Stock Ownership Plan and Trust · $6M · 123 · 46th
- IND $6M
- IND 123
- IND 46th
- IND ESOP
- IND near Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan
- IND ind #5293
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) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$66K |
| 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 $446M · 1,176
- Conair LLC Savings and Investment Plan $303M · 1,275
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $281M · 1,740
- Amboy Bancorporation Employee Stock Ownership Plan $105M · 199
- Railroad Construction Company, Inc. Employee Stock Ownership Plan $88M · 144
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 Gish, Sherwood & Friends, Inc. Employee Stock Ownership Plan in TN ($6M); by covered participants it is Pems Employee Stock Ownership Plan in MI (123 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 (123 participants); asset peers above are excluded.
- Pems Employee Stock Ownership Plan (MI) 123 · 0 off
- Ermco, Inc. Employee Stock Ownership Plan (IN) 123 · 0 off
- Fund Evaluation Group Employee Stock Ownership Plan (OH) 123 · 0 off
- Pennian Bank Employee Stock Ownership Plan (PA) 123 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.