401(k) · DOL Form 5500 · 2024

James Tool Machine & Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 76
Participants Small participant base: 49th
Percentile by assets National rank: $96,306
Avg per participant Below avg balance/head

Official DOL plan name: James Tool Machine & Engineering, Inc. 401(k) Plan · Sponsored by James Tool Machine & Engineering, Inc. · North Carolina · Manufacturing

$7M in assets, 76 participants

James Tool Machine & Engineering, Inc.'s James Tool Machine & Engineering, Inc. 401(k) Plan reported $7M in total assets and 76 participants in its 2024 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.

#5,948 in Manufacturing (17,777 peers)

2024 asset change

James Tool Machine & Engineering, Inc. 401(k) Plan grew sharply 20.2% in 2024 ($6M → $7M) for 76 participants.

#5,948
in Manufacturing (17,777 peers): +20.2%
assets growth YoY

James Tool Machine & Engineering, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

James Tool Machine & Engineering, Inc. 401(k) Plan vs every filed plan by assets

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

$7,319,259 49th percentile higher than 49% 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 Tool Machine & Engineering, Inc. 401(k) 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. James Tool Machine & Engineering, Inc. 401(k) Plan is a small filing (76 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%)

Published 5500 schedule card

Filing strip 561544762 · James Tool Machine & Engineering, Inc. PY 2024 · 401(k)

James Tool Machine & Engineering, Inc. 401(k) Plan · $7M · 76 · 49th

EBSA $7M
PART 76
TYPE 49th
NET 401(k)
BOOK near Cytosorbents Medical 401(k) Plan
VS-ST ind #5948

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 →

End-of-year total assets ($M) among James Tool Machine & Engineering, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	561544762
Plan Effective Date	1995-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

James Tool Machine & Engineering, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare James Tool Machine & Engineering, Inc. 401(k) Plan side-by-side with 3 peers →

James Tool Machine & Engineering, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cytosorbents Medical 401(k) Plan in NJ ($7M); by covered participants it is Maxalea, Inc. 401(k) Plan in MD (76 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Cytosorbents Medical 401(k) Plan (NJ) $7M · 100
Civitas Learning, Inc. 401(k) Plan (TX) $7M · 189
Huggins Actuarial Services, Inc. 401(k) Profit Sharing Plan (PA) $7M · 13
Finepoint Capital LP 401(k) Profit Sharing Plan and Trust (MA) $7M · 21

Similar participant headcount

Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.

Maxalea, Inc. 401(k) Plan (MD) 76 · 0 off
Conceptions Reproductive Associates 401(k) Plan (CO) 76 · 0 off
Generations Bank 401(k) Plan (NY) 76 · 0 off
Ursuline Academy Dedham 401(k) Plan (MA) 76 · 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 James Tool Machine & Engineering, Inc. 401(k) Plan assets move in 2024? ▼

James Tool Machine & Engineering, Inc. 401(k) Plan grew sharply - up 20.2% during 2024, from $6M to $7M. Reported net income was $1M.

Which 401(k) plans are similar in size to James Tool Machine & Engineering, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cytosorbents Medical 401(k) Plan in NJ ($7M, 100 participants).

Which 401(k) plans cover a similar participant headcount to James Tool Machine & Engineering, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Maxalea, Inc. 401(k) Plan in MD (76 participants, N/A 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 561544762.