401(k) · DOL Form 5500 · 2023

W. Jordan, Inc. 401(k) Plan

Data updated 2026-08-25

$171K
Total assets Small plan by assets
5
Participants Small participant base
10th
Percentile by assets National rank
$34,132
Avg per participant Low balance/head
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Official DOL plan name: W. Jordan, Inc. 401(k) Profit Sharing Plan · Sponsored by W. Jordan, Inc. · Pennsylvania · Other Services

$171K in assets, 5 participants

W. Jordan, Inc.'s W. Jordan, Inc. 401(k) Profit Sharing Plan reported $171K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,616 in Other Services (7,857 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 $171K / 5 participants.

#1,616
in Other Services (7,857 peers)
-37.4%
assets change YoY

The plan reported a net loss of $102K 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 2023 · DOL Form 5500

$170,661 10th percentile higher than 10% of 127,068 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 2023

W. Jordan, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 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 (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W. Jordan, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • W. Jordan, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $273K in the plan year 2022 filing to $171K in the plan year 2023 filing.
  • W. Jordan, Inc. 401(k) Profit Sharing Plan reported net income rose from -$158K in the plan year 2022 filing to -$102K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 842114742 · W. Jordan, Inc. PY 2023 · 401(k)

W. Jordan, Inc. 401(k) Profit Sharing Plan · $171K · 5 · 10th

  • BOY $171K
  • SCH 5
  • EBSA 10th
  • PART 401(k)
  • TYPE near Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust
  • NET ind #1616

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. 401(k) Profit Sharing PlanW. Jordan, Inc. 401(k) Profi…$171KLifeplan Financial Design 401(k) Profit Sharing Plan & TrustLifeplan Financial Design 40…$171KSamad Enterprise, Inc 401(k) PlanSamad Enterprise, Inc 401(k)…$171KPrivate Client Group Pep$171KSterling Universal Retirement PlanSterling Universal Retiremen…$171K
End-of-year total assets ($M) among W. Jordan, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.27M $0.17M ▼ -37.0%
Year Plans Participants Total Assets
2022 1 2 $273K
2023 1 5 $171K
2024 1 2 $166K

W. Jordan, Inc. filing trail (2023)

Total Assets (Beginning of Year)$273K
Net Assets (End of Year)$171K
Net Income-$102K
Employer EIN842114742
Plan Effective Date2019-06-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

W. Jordan, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants W. Jordan, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000170661 · Participants: 5W. Jordan, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
W. Jordan, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare W. Jordan, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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 Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust in MI ($171K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($171K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did W. Jordan, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
W. Jordan, Inc. 401(k) Profit Sharing Plan contracted severely - down 37.4% during 2023, from $273K to $171K. Reported net income was -$102K.
How have W. Jordan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. Jordan, Inc.'s sponsor-wide assets declined 39.1%, from $273K to $166K.
Where does W. Jordan, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
W. Jordan, Inc. 401(k) Profit Sharing Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to W. Jordan, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust in MI ($171K, 7 participants).
Which 401(k) plans cover a similar participant headcount to W. Jordan, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 842114742.

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.