Money Purchase · DOL Form 5500 · 2022

Robert E Jones, Md, Inc Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data

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.

  • #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.

#4,912
in Healthcare & Social Assistance (20,060 peers)
-9.0%
assets change YoY

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.

Robert E Jones, Md, Inc Employees Profit Sharing Plan among the smaller filed plans by assets

Robert E Jones, Md, Inc Employees Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,177,396 27th percentile higher than 27% of 139,123 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 2022

Robert E Jones, Md, Inc Employees Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert E Jones, Md, Inc Employees Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 731036761 · Robert E Jones, Md, Inc PY 2022 · Money Purchase

Robert E Jones, Md, Inc Employees Profit Sharing Plan · $1M · 1 · 27th

  • ASSETS $1M
  • PCT 1
  • EIN 27th
  • RANK Money Purchase
  • PHOTO near Jeral Wayman Hastings
  • IND ind #4912

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Robert E Jones, Md, Inc Employees Profit Sharing Plan in the asset neighbourhood

Robert E Jones, Md, Inc Employees Profit Sharing PlanRobert E Jones, Md, Inc Empl…$1MJeral Wayman Hastings$1MSteinhardt Management Company, Inc. Money Purchase PlanSteinhardt Management Compan…$1MCbd Docusource Profit Sharing PlanCbd Docusource Profit Sharin…$1MNsi, Inc. Pension Plan$1M
End-of-year total assets ($M) among Robert E Jones, Md, Inc Employees Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$117K
Employer EIN731036761
Plan Effective Date1984-04-01
Filing StatusFILING 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 Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Robert E Jones, Md, Inc Employees Profit Sharing Plan, Total assets ($M): 1.177396 · Participants: 1Robert E Jones, Md, Inc Employees Profit Sharing PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 478.658982 · Participants: 2393Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 196.871715 · Participants: 1306Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 95.113597 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 45.724796 · Participants: 745Carteret County General Hospital Money Purchase Pension PlanGoodwill Industries of Northwest North Carolina, Inc Money Purchase Plan, Total assets ($M): 17.472554 · Participants: 1145Goodwill Industries of Northwest North Carolina, Inc Money Purchase Plan
Robert E Jones, Md, Inc Employees Profit Sharing Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
Compare Robert E Jones, Md, Inc Employees Profit Sharing Plan side-by-side with 3 peers →

Robert E Jones, Md, Inc Employees Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Jeral Wayman Hastings in AR ($1M); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert E Jones, Md, Inc Employees Profit Sharing Plan assets move in 2022? ▼
Robert E Jones, Md, Inc Employees Profit Sharing Plan pulled back noticeably - down 9.0% during 2022, from $1M to $1M. Reported net income was -$117K.
Which Money Purchase plans are similar in size to Robert E Jones, Md, Inc Employees Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Jeral Wayman Hastings in AR ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Robert E Jones, Md, Inc Employees Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant, $709K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731036761.

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.