ESOP · DOL Form 5500 · 2023

Jones Machine & Welding Co., Inc ESOP

Data updated 2026-08-25

$988K
Total assets Small plan by assets
5
Participants Small participant base
24th
Percentile by assets National rank
$197,568
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan · Sponsored by Jones Machine & Welding Co., Inc · Alabama · Manufacturing

$988K in assets, 5 participants

Jones Machine & Welding Co., Inc's Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan reported $988K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,914 in Manufacturing (18,722 peers)

Jones Machine & Welding Co., Inc multi-year trail

Jones Machine & Welding Co., Inc's plans moved +46.4% in assets from 2023 to 2024; this filing shows Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan at $988K / 5 participants.

#1,914
in Manufacturing (18,722 peers)
$988K
reported net income

Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$987,840 24th percentile higher than 24% 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

Jones Machine & Welding Co., Inc. Employee Stock Ownership 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. Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 630717822 · Jones Machine & Welding Co., Inc PY 2023 · ESOP

Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan · $988K · 5 · 24th

  • EBSA $988K
  • EBSA 5
  • EBSA 24th
  • EBSA ESOP
  • EBSA near Mmr Research Associates, Inc. Employee Stock Ownership Plan
  • EBSA ind #1914

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 Alabama →

Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Jones Machine & Welding Co., Inc. Employee Stock Ownership PlanJones Machine & Welding Co.,…$988KMmr Research Associates, Inc. Employee Stock Ownership PlanMmr Research Associates, Inc…$989KEmcs, Inc. Employee Stock Ownership PlanEmcs, Inc. Employee Stock Ow…$987KTwisthink, Inc. Employee Stock Ownership PlanTwisthink, Inc. Employee Sto…$993KCitizen Auto Stage Company Employee Stock Ownership Plan and TrustCitizen Auto Stage Company E…$993K
End-of-year total assets ($M) among Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Jones Machine & Welding Co., Inc multi-year asset trail

Sponsor-wide plan assets over time

All Jones Machine & Welding Co., Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.365808228053126% vs 2023
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 20232024 $0.99M $1.45M ▲ +46.5%
Year Plans Participants Total Assets
2023 1 5 $988K
2024 1 56 $1M

Jones Machine & Welding Co., Inc filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$988K
Net Income$988K
Employer EIN630717822
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

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

Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600 Total assets ($M) Participants Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 0.98784 · Participants: 5Jones Machine & Welding Co., Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Mmr Research Associates, Inc. Employee Stock Ownership Plan in GA ($989K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

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 have Jones Machine & Welding Co., Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jones Machine & Welding Co., Inc's sponsor-wide assets grew 46.4%, from $988K to $1M.
Where does Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan ranks in the 24th 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 ESOP plans are similar in size to Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mmr Research Associates, Inc. Employee Stock Ownership Plan in GA ($989K, 33 participants).
Which ESOP plans cover a similar participant headcount to Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $730K 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 630717822.

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.