Department of Labor filing

JAMES MACHINE WORKS, LLC

JAMES MACHINE WORKS, LLC PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 2, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

87filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,198

Reported employer contributions per active participant.

Higher than about 85% of comparable plans

#People in the filing

130

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$22 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 92% of comparable plans

↗Investment performance

Not available

Plan assets changed 3.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202487out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions85th percentileTypical peer $1,709 · based on 1,081 comparable plans

Lower reported administrative expense92nd percentileTypical peer $180 · based on 1,089 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, JAMES MACHINE WORKS, LLC reported $415,775 in employer contributions across the plan and 130 active participants. That works out to $3,198 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy88%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 2.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 53.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context87/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $415,775
Participant contributions: $544,937
Other contributions: Not reported
Employer share of reported contributions: 43.3%
Beginning assets: $20,576,008
Ending assets: $21,331,496
Ending net assets: $21,331,496
Ending liabilities: $0
Total income: $3,359,693
Total expenses: $2,604,205
Administrative expenses: $3,884
Participant loans: $315,707

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,133

2023

$2,705

2024

$3,198

Plan-paid administrative expenses per participant

2022

$48

2023

$39

2024

$22

Active participants

2022

129

2023

140

2024

130

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,198	130	21.3M	20251002100824NAL0000969618001
2023	$2,705	140	20.6M	20241014140221NAL0052582786001
2022	$3,133	129	18.7M	20231013134937NAL0022835635001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 720522271-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Aug 1, 1975
Industry: Industry group 332
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
STANCORP FINANCIAL GROUP	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251002100824NAL0000969618001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗