Money Purchase · DOL Form 5500 · 2022
Robert E Jones, Md, Inc Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 1
- Participants
- 27th
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: Robert E Jones, Md, Inc Employees Profit Sharing Plan · Sponsored by Robert E Jones, Md, Inc · North Carolina · Healthcare & Social Assistance
$1M in assets, 1 participants
Robert E Jones, Md, Inc's Robert E Jones, Md, Inc Employees Profit Sharing Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- 27th percentile by assets (of 139,126 plans)
- #4,912 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Robert E Jones, Md, Inc Employees Profit Sharing Plan pulled back noticeably 9.0% in 2022 ($1M → $1M) for 1 participant.
- $1M
- total plan assets (2022 EOY)
- 1
- covered participants
- 27th
- percentile by assets (of 139,126 plans)
- $1.2M
- avg assets per participant
The plan reported a net loss of $117K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
2022 asset move for Robert E Jones, Md, Inc Employees Profit Sharing Plan
Year over year, total assets pulled back noticeably from $1M at the start of 2022 to $1M at year-end (down 9.0%). Net assets closed at $1M; reported net income -$117K.
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$117K |
| Employer EIN | 731036761 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Robert E Jones, Md, Inc Employees Profit Sharing Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
- Money Purchase Pension Plan of Wake Forest University Health Sciences $479M · 2,393
- Fhi 360 Employees' Pension Plan $197M · 1,306
- New England Life Insurance Company Agents' Retirement Plan and Trust $95M · N/A
- Carteret County General Hospital Money Purchase Pension Plan $46M · 745
- Goodwill Industries of Northwest North Carolina, Inc Money Purchase Plan $17M · 1,145
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Money Purchase plans in other states closest to Robert E Jones, Md, Inc Employees Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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2022 change
Ways to act on Robert E Jones, Md, Inc Employees Profit Sharing Plan's numbers.
- By total assets, Robert E Jones, Md, Inc Employees Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in North Carolina. Compare plans