401(k) · DOL Form 5500 · 2022

Jonestrading Institutional Services LLC 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
159
Participants Small participant base
91st
Percentile by assets National rank
$503,007
Avg per participant High balance/head
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Official DOL plan name: Jonestrading Institutional Services LLC 401(k) Plan · Sponsored by Jonestrading Institutional Services LLC · California · Finance & Insurance

$80M in assets, 159 participants

Jonestrading Institutional Services LLC's Jonestrading Institutional Services LLC 401(k) Plan reported $80M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,994 in Finance & Insurance (9,261 peers)

Coverage in California

Jonestrading Institutional Services LLC 401(k) Plan covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $80M.

#7,994
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jonestrading Institutional Services LLC 401(k) Plan's outsized position by total assets

Jonestrading Institutional Services LLC 401(k) Plan vs every filed plan by assets

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

$79,978,040 Top 9% higher than 91% 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

Jonestrading Institutional Services LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jonestrading Institutional Services LLC 401(k) Plan sits mid-pack in the medium band (159 participants).

Form 5500 schedule snapshot

Filing strip 510484896 · Jonestrading Institutional Services LLC PY 2022 · 401(k)

Jonestrading Institutional Services LLC 401(k) Plan · $80M · 159 · 91st

  • ASSETS $80M
  • ASSETS 159
  • ASSETS 91st
  • ASSETS 401(k)
  • ASSETS near Lsi Industries Inc. 401(k) Retirement Savings Plan
  • ASSETS ind #7994

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 Finance & Insurance retirement plans → · Plans in California →

Jonestrading Institutional Services LLC 401(k) Plan in the asset neighbourhood

Unifi Aviation 401(k) Retirement PlanUnifi Aviation 401(k) Retire…$80MGreen Diamond Savings Plan$80MJonestrading Institutional Services LLC 401(k) PlanJonestrading Institutional S…$80MLsi Industries Inc. 401(k) Retirement Savings PlanLsi Industries Inc. 401(k) R…$80MGreen Companies, Inc. 401(k) PlanGreen Companies, Inc. 401(k)…$80M
End-of-year total assets ($M) among Jonestrading Institutional Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$80M
Net Income-$16M
Employer EIN510484896
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jonestrading Institutional Services LLC)

Sponsor-wide plan assets over time

All Jonestrading Institutional Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$107M 34.00179974402974% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $80M $107M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 159 $80M
2023 1 172 $94M
2024 1 164 $107M

Nearby 401(k) Plans in California

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

Jonestrading Institutional Services LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jonestrading Institutional Services LLC 401(k) Plan, Total assets ($B): 0.07997804 · Participants: 159Jonestrading Institutional Services LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Jonestrading Institutional Services LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jonestrading Institutional Services LLC 401(k) Plan side-by-side with 3 peers →

Jonestrading Institutional Services LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lsi Industries Inc. 401(k) Retirement Savings Plan in ME ($80M); by covered participants it is Plymouth Foam 401(k) Retirement Savings Plan & Trust in WI (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Jonestrading Institutional Services LLC 401(k) Plan assets move in 2022? ▼
Jonestrading Institutional Services LLC 401(k) Plan declined sharply - down 16.7% during 2022, from $96M to $80M. Reported net income was -$16M.
How have Jonestrading Institutional Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jonestrading Institutional Services LLC's sponsor-wide assets grew 34.0%, from $80M to $107M.
Where does Jonestrading Institutional Services LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Jonestrading Institutional Services LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Jonestrading Institutional Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lsi Industries Inc. 401(k) Retirement Savings Plan in ME ($80M, 1,249 participants).
Which 401(k) plans cover a similar participant headcount to Jonestrading Institutional Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plymouth Foam 401(k) Retirement Savings Plan & Trust in WI (159 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 510484896.

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.