401(k) · DOL Form 5500 · 2022

D.W. Jones, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
84
Participants Small participant base
49th
Percentile by assets National rank
$54,066
Avg per participant Low balance/head
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Official DOL plan name: D.W. Jones, Inc. 401(k) Profit Sharing Plan · Sponsored by D.W. Jones, Inc. · Minnesota · Real Estate

$5M in assets, 84 participants

D.W. Jones, Inc.'s D.W. Jones, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,371 in Real Estate (5,057 peers)

2022 asset change

D.W. Jones, Inc. 401(k) Profit Sharing Plan pulled back noticeably 11.7% in 2022 ($5M → $5M) for 84 participants.

#3,371
in Real Estate (5,057 peers)
-11.7%
assets change YoY

The plan reported a net loss of $599K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

D.W. Jones, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

D.W. Jones, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,541,519 49th percentile higher than 49% 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

D.W. Jones, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D.W. Jones, Inc. 401(k) Profit Sharing Plan is a small filing (84 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 411276657 · D.W. Jones, Inc. PY 2022 · 401(k)

D.W. Jones, Inc. 401(k) Profit Sharing Plan · $5M · 84 · 49th

  • EBSA $5M
  • PART 84
  • TYPE 49th
  • NET 401(k)
  • BOOK near Boulevard Automotive Group 401(k) Retirement Plan
  • VS-ST ind #3371

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 Real Estate retirement plans → · Plans in Minnesota →

D.W. Jones, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

D.W. Jones, Inc. 401(k) Profit Sharing PlanD.W. Jones, Inc. 401(k) Prof…$5MBoulevard Automotive Group 401(k) Retirement PlanBoulevard Automotive Group 4…$5MDunham & Jones Attorneys at Law 401(k) PlanDunham & Jones Attorneys at …$5MSouthern Cast Products, Inc. Retirement PlanSouthern Cast Products, Inc.…$5MCps Performance Materials Corp Savings & Retirement PlanCps Performance Materials Co…$5M
End-of-year total assets ($M) among D.W. Jones, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

D.W. Jones, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All D.W. Jones, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.42281117837446% vs 2022
2024 filing year
$4.2M$4.3M$4.4M$4.5M$4.6M 202220232024 $4.54M $4.3M ▼ -5.3%
Year Plans Participants Total Assets
2022 1 84 $5M
2023 1 80 $4M
2024 1 96 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$599K
Employer EIN411276657
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

D.W. Jones, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants D.W. Jones, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004541519 · Participants: 84D.W. Jones, Inc. 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
D.W. Jones, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare D.W. Jones, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

D.W. Jones, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Boulevard Automotive Group 401(k) Retirement Plan in CA ($5M); by covered participants it is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); 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 D.W. Jones, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
D.W. Jones, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 11.7% during 2022, from $5M to $5M. Reported net income was -$599K.
How have D.W. Jones, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.W. Jones, Inc.'s sponsor-wide assets declined 5.4%, from $5M to $4M.
Which 401(k) plans are similar in size to D.W. Jones, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boulevard Automotive Group 401(k) Retirement Plan in CA ($5M, 105 participants).
Which 401(k) plans cover a similar participant headcount to D.W. Jones, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants, N/A 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 411276657.

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.