E.W. James & Sons, Inc.401(k)
E.W. JAMES & SONS, INC. 401(K) PLAN · UNION CITY, TN · plan year 2022
E.W. James & Sons, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $1,954,361 across 83 participant accounts, with employer contributions averaging $136 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Tennessee (1,315th of 1,496), and 4,043rd of 4,246 in wholesale trade. In 2022, employees put in $2.74 for every $1.00 the employer contributed.
E.W. James & Sons, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 611028712 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.