401(k) · DOL Form 5500 · 2024

James Machine Works, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
154
Participants Small participant base
71st
Percentile by assets National rank
$138,516
Avg per participant Near 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, 154 participants

James Machine Works, LLC's James Machine Works, LLC Profit Sharing Plan and Trust reported $21M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #10,898 in Manufacturing (17,777 peers)

Coverage in Louisiana

James Machine Works, LLC Profit Sharing Plan and Trust covers 154 participants in Louisiana, about 31% of the average Louisiana filer (state average ~495 per filing). Assets: $21M.

#10,898
in Manufacturing (17,777 peers)
+3.7%
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 2024 · DOL Form 5500

$21,331,496 Top 29% higher than 71% 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

James Machine Works, LLC Profit Sharing 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 Machine Works, LLC Profit Sharing Plan and Trust sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James Machine Works, LLC Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $755K in the plan year 2024 filing.
  • James Machine Works, LLC Profit Sharing Plan and Trust reported participants rose from 133 in the plan year 2023 filing to 154 in the plan year 2024 filing.
  • James Machine Works, LLC Profit Sharing Plan and Trust end-of-year assets rose from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 720522271 · James Machine Works, LLC PY 2024 · 401(k)

James Machine Works, LLC Profit Sharing Plan and Trust · $21M · 154 · 71st

  • PCT $21M
  • PCT 154
  • PCT 71st
  • PCT 401(k)
  • PCT near Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan
  • PCT ind #10898

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…$21MIowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) PlanIowa Beverage Systems, Inc. …$21MClawson & Staubes, LLC 401(k) PlanClawson & Staubes, LLC 401(k…$21MMunchkin, Inc. 401(k) Plan$21MEast Bay Tire Co. 401(k) Profit Sharing PlanEast Bay Tire Co. 401(k) Pro…$21M
End-of-year total assets ($M) among James Machine Works, LLC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income$755K
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): 0.021331496 · Participants: 154James Machine Works, LLC Profit Sharing Plan and TrustLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys 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 Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan in IA ($21M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 James Machine Works, LLC Profit Sharing Plan and Trust assets move in 2024? ▼
James Machine Works, LLC Profit Sharing Plan and Trust edged up modestly - up 3.7% during 2024, from $21M to $21M. Reported net income was $755K.
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 Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan in IA ($21M, 309 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 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M 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 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.