Plan5500

W. M. Jordan Company, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, W. M. Jordan Company, Inc. (EIN 54-0637212) is a plan sponsor located in Newport News, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-0637212
Location
Newport News, VA
Loaded plans
6
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for W. M. Jordan Company, Inc.

  • 6 loaded plans hold $56.8M in reported assets.
  • The largest, W.M. Jordan Company, Inc. Profit Sharing/401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,517 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56.8MSummed across loaded plans$56,845,238
Total reported assets$56.8M$56,845,238
Total reported participants1.5K1,517
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$56.8M total assets
Net assets$56.8MLiabilities$0
Contributions & income
Employer contributions$308.6K
Participant contributions$3.3M
Total income / additions$12.3M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4.1M
Net increase / (decrease)$8.3M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%W.M. Jordan Company, Inc. Profit Sharing/401(K) Plan
Participants per plan253Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    W.M. Jordan Company, Inc. Profit Sharing/401(K) Plan$56.8M
    Plan #002 · 365 participants · 2023
  2. 2
    W. M. Jordan Company, Inc. Long Term Disability Plannot reported in the loaded dataset
    Plan #502 · 273 participants · 2023
  3. 3
    W.M. Jordan Company, Inc. Life And Ad&D Plannot reported in the loaded dataset
    Plan #503 · 273 participants · 2023
  4. 4
    W. M. Jordan Company, Inc. Dental Plannot reported in the loaded dataset
    Plan #504 · 218 participants · 2023
  5. 5
    W. M. Jordan Company, Inc. Group Health Plannot reported in the loaded dataset
    Plan #501 · 195 participants · 2023
  6. 6
    W.M. Jordan Company, Inc. Vision Plannot reported in the loaded dataset
    Plan #505 · 193 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for W. M. Jordan Company, Inc.. Open one for its full reported snapshot.

  1. 2023
    W. M. Jordan Company, Inc. Group Health Plan195 participants · 2No schedules
    View filing →
  2. 2023
    W. M. Jordan Company, Inc. Dental Plan218 participants · 2No schedules
    View filing →
  3. 2023
    W.M. Jordan Company, Inc. Life And Ad&D Plan273 participants · 2No schedules
    View filing →
  4. 2023
    W. M. Jordan Company, Inc. Long Term Disability Plan273 participants · 2No schedules
    View filing →
  5. 2023
    W.M. Jordan Company, Inc. Vision Plan193 participants · 2No schedules
    View filing →
  6. 2023
    W.M. Jordan Company, Inc. Profit Sharing/401(K) Plan365 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does W. M. Jordan Company, Inc. report on Form 5500?
W. M. Jordan Company, Inc. (EIN 54-0637212) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for W. M. Jordan Company, Inc.?
The Employer Identification Number (EIN) reported for W. M. Jordan Company, Inc. is 54-0637212.
What is the latest Form 5500 filing year for W. M. Jordan Company, Inc.?
The latest loaded Form 5500 filing year for W. M. Jordan Company, Inc. is 2023.

Related Form 5500 pages