401(k) · DOL Form 5500 · 2024
W. Jordan, Inc. 401(k) Plan
Data updated 2026-08-25
- $166K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $82,947
- Avg per participant Below avg balance/head
Official DOL plan name: W. Jordan, Inc. 401(k) Profit Sharing Plan · Sponsored by W. Jordan, Inc. · Pennsylvania · Other Services
$166K in assets, 2 participants
W. Jordan, Inc.'s W. Jordan, Inc. 401(k) Profit Sharing Plan reported $166K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #1,527 in Other Services (7,719 peers)
W. Jordan, Inc. multi-year trail
W. Jordan, Inc.'s plans moved -39.1% in assets from 2022 to 2024; this filing shows W. Jordan, Inc. 401(k) Profit Sharing Plan at $166K / 2 participants.
- #1,527
- in Other Services (7,719 peers)
- -2.8%
- assets change YoY
The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W. Jordan, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
W. Jordan, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$165,894 9th percentile higher than 9% 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
W. Jordan, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W. Jordan, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- W. Jordan, Inc. 401(k) Profit Sharing Plan reported net income rose from -$102K in the plan year 2023 filing to -$5K in the plan year 2024 filing.
- W. Jordan, Inc. 401(k) Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- W. Jordan, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $171K in the plan year 2023 filing to $166K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 842114742 · W. Jordan, Inc. PY 2024 · 401(k)
W. Jordan, Inc. 401(k) Profit Sharing Plan · $166K · 2 · 9th
- PART $166K
- TYPE 2
- NET 9th
- BOOK 401(k)
- VS-ST near Crosshatch Retirement Plan
- BOY ind #1527
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 Other Services retirement plans → · Plans in Pennsylvania →
W. Jordan, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
W. Jordan, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All W. Jordan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $166K 39.12303170193793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $273K |
| 2023 | 1 | 5 | $171K |
| 2024 | 1 | 2 | $166K |
W. Jordan, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $171K |
|---|---|
| Net Assets (End of Year) | $166K |
| Net Income | -$5K |
| Employer EIN | 842114742 |
| Plan Effective Date | 2019-06-12 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
W. Jordan, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Crosshatch Retirement Plan in CA ($166K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($166K here).
- Crosshatch Retirement Plan (CA) $166K · 2
- Schwa Capital Corp. 401(k) Plan (CA) $166K · N/A
- Career Personnel Service, Inc. Profit Sharing Plan (AL) $166K · 6
- Dh Central Solutions Corp. 401(k) Profit Sharing Plan (KS) $166K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.