401(k) · DOL Form 5500 · 2022
Jones & Jones Management Group 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $14,709
- Avg per participant Low balance/head
Official DOL plan name: Jones & Jones Management Group 401(k) · Sponsored by Jones & Jones Management Group · California · Real Estate
$1M in assets, 90 participants
Jones & Jones Management Group's Jones & Jones Management Group 401(k) reported $1M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #2,310 in Real Estate (5,057 peers)
2022 asset change
Jones & Jones Management Group 401(k) declined sharply 23.4% in 2022 ($2M → $1M) for 90 participants.
- #2,310
- in Real Estate (5,057 peers)
- -23.4%
- assets change YoY
The plan reported a net loss of $404K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jones & Jones Management Group 401(k) among the smaller filed plans by assets
Jones & Jones Management Group 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,323,770 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jones & Jones Management Group 401(k) among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jones & Jones Management Group 401(k) is a small filing (90 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 952754836 · Jones & Jones Management Group PY 2022 · 401(k)
Jones & Jones Management Group 401(k) · $1M · 90 · 28th
- TYPE $1M
- TYPE 90
- TYPE 28th
- TYPE 401(k)
- TYPE near Family Optometric Associates P 401(k) Profit Sharing Plan & Trust
- TYPE ind #2310
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 California →
Jones & Jones Management Group 401(k) in the asset neighbourhood
Jones & Jones Management Group years around the 2022 move
Sponsor-wide plan assets over time
All Jones & Jones Management Group plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $1M |
| 2023 | 1 | 94 | $2M |
| 2024 | 1 | 95 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$404K |
| Employer EIN | 952754836 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Jones & Jones Management Group 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Family Optometric Associates P 401(k) Profit Sharing Plan & Trust in MD ($1M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). 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 (90 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.