401(k) · DOL Form 5500 · 2022

Jonestrading Institutional Services LLC 401(k) Plan

Data updated 2026-08-11

$80M
Total assets
159
Participants
91st
Percentile by assets
$503,007
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$80M
total plan assets (2022 EOY)
159
covered participants
91st
percentile by assets (of 139,126 plans)
$503,007
avg assets per participant

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.

Where Jonestrading Institutional Services LLC 401(k) Plan sits 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 $2,010,000,000 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

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Jonestrading Institutional Services LLC 401(k) Plan reports 159 participants - about 25% of that state average ($80M EOY assets).

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)

$70M$80M$90M$100M$110M 202220232024 $80M $107M ▲ +34.0%
Total plan assets by year, all Jonestrading Institutional Services LLC plans on file
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 ($B) Participants Jonestrading Institu…, Total assets ($B): 0.07997804 · Participants: 159Jonestrading Institu…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
Jonestrading Institutional Services LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jonestrading Institutional Services LLC … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Jonestrading Institutional Services LLC 401(k) Plan by total assets, not by location.

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).

Next read for Jonestrading Institutional Services LLC …

Filing takeaways

Ways to act on Jonestrading Institutional Services LLC 401(k) Plan's numbers.

  • By total assets, Jonestrading Institutional Services LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Jonestrading Institutional Services LLC's sponsor-wide assets have grown 34.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.