ESOP · DOL Form 5500 · 2024

Jordano's, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
120
Participants Small participant base
43rd
Percentile by assets National rank
$43,413
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jordano's Inc. Profit Sharing Plan · Sponsored by Jordano's, Inc. · California · Wholesale Trade

$5M in assets, 120 participants

Jordano's, Inc.'s Jordano's Inc. Profit Sharing Plan reported $5M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,981 in Wholesale Trade (6,080 peers)

Coverage in California

Jordano's Inc. Profit Sharing Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $5M.

#1,981
in Wholesale Trade (6,080 peers)
-31.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jordano's Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Jordano's Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,209,595 43rd percentile higher than 43% 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

Jordano's Inc. Profit Sharing Plan 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. Jordano's Inc. Profit Sharing Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jordano's Inc. Profit Sharing Plan reported net income fell from -$700K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Jordano's Inc. Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Jordano's Inc. Profit Sharing Plan reported participants fell from 124 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 951519497 · Jordano's, Inc. PY 2024 · ESOP

Jordano's Inc. Profit Sharing Plan · $5M · 120 · 43rd

  • 5500 $5M
  • ASSETS 120
  • PCT 43rd
  • EIN ESOP
  • RANK near Henick-Lane, Inc. Employee Stock Ownership Plan
  • PHOTO ind #1981

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 California →

Jordano's Inc. Profit Sharing Plan in the asset neighbourhood

Alpine Testing Solutions, Inc. Employee Stock Ownership PlanAlpine Testing Solutions, In…$5MBrait Builders Corporation Employee Stock Ownership PlanBrait Builders Corporation E…$5MHenick-Lane, Inc. Employee Stock Ownership PlanHenick-Lane, Inc. Employee S…$5MS.a. Miro, Inc. Employee Stock Ownership PlanS.a. Miro, Inc. Employee Sto…$5MJordano's Inc. Profit Sharing PlanJordano's Inc. Profit Sharin…$5M
End-of-year total assets ($M) among Jordano's Inc. Profit Sharing Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN951519497
Plan Effective Date1962-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Jordano's, Inc.)

Sponsor-wide plan assets over time

All Jordano's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 16.60981977974387% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $81.9M $95.6M ▲ +16.6%
Year Plans Participants Total Assets
2022 2 585 $82M
2023 2 619 $93M
2024 2 648 $96M

Nearby ESOP Plans in California

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

Jordano's Inc. Profit Sharing Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Jordano's Inc. Profit Sharing Plan, Total assets ($B): 0.005209595 · Participants: 120Jordano's Inc. Profit Sharing PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Jordano's Inc. Profit Sharing Plan vs. nearby ESOP plans in California, assets vs. participants

Jordano's Inc. Profit Sharing Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Henick-Lane, Inc. Employee Stock Ownership Plan in NY ($5M); by covered participants it is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX (120 participants). Same-state nearby plans are listed separately above.

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 Jordano's Inc. Profit Sharing Plan assets move in 2024?
Jordano's Inc. Profit Sharing Plan contracted severely - down 31.6% during 2024, from $8M to $5M. Reported net income was -$2M.
How have Jordano's, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jordano's, Inc.'s sponsor-wide assets grew 16.6%, from $82M to $96M.
Which ESOP plans are similar in size to Jordano's Inc. Profit Sharing Plan?
Among ESOP plans in other states, the closest by assets is Henick-Lane, Inc. Employee Stock Ownership Plan in NY ($5M, 76 participants).
Which ESOP plans cover a similar participant headcount to Jordano's Inc. Profit Sharing Plan?
Among ESOP plans in other states, the closest by covered participants is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX (120 participants, $14M in assets).