401(k) · DOL Form 5500 · 2022

Jones Edmunds & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
151
Participants Small participant base
82nd
Percentile by assets National rank
$185,867
Avg per participant Above avg balance/head
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Official DOL plan name: Jones Edmunds & Associates, Inc. 401(k) Plan · Sponsored by Jones Edmunds & Associates, Inc. · Florida · Professional & Technical Services

$28M in assets, 151 participants

Jones Edmunds & Associates, Inc.'s Jones Edmunds & Associates, Inc. 401(k) Plan reported $28M in total assets and 151 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,790 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Jones Edmunds & Associates, Inc. 401(k) Plan covers 151 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $28M.

#17,790
in Professional & Technical Services (21,562 peers)
-17.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jones Edmunds & Associates, Inc. 401(k) Plan's outsized position by total assets

Jones Edmunds & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$28,065,953 Top 18% higher than 82% 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

Jones Edmunds & Associates, Inc. 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. Jones Edmunds & Associates, Inc. 401(k) Plan sits mid-pack in the medium band (151 participants).

Plan-year Form 5500 strip

Filing strip 591533071 · Jones Edmunds & Associates, Inc. PY 2022 · 401(k)

Jones Edmunds & Associates, Inc. 401(k) Plan · $28M · 151 · 82nd

  • SCH $28M
  • SCH 151
  • SCH 82nd
  • SCH 401(k)
  • SCH near Arrowhead Engineered Products 401(k) Plan
  • SCH ind #17790

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 Professional & Technical Services retirement plans → · Plans in Florida →

Jones Edmunds & Associates, Inc. 401(k) Plan in the asset neighbourhood

Jones Edmunds & Associates, Inc. 401(k) PlanJones Edmunds & Associates, …$28MArrowhead Engineered Products 401(k) PlanArrowhead Engineered Product…$28MIdeal Credit Union Capital Accumulation PlanIdeal Credit Union Capital A…$28MIncentive Savings Plan and Trust for Employees of the Kws Seeds GroupIncentive Savings Plan and T…$28MIn-Place Machining Company 401(k) PlanIn-Place Machining Company 4…$28M
End-of-year total assets ($M) among Jones Edmunds & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$28M
Net Income-$6M
Employer EIN591533071
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones Edmunds & Associates, Inc.)

Sponsor-wide plan assets over time

All Jones Edmunds & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 73.63353384080705% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $28.1M $7.4M ▼ -73.6%
Year Plans Participants Total Assets
2022 1 151 $28M
2023 2 150 $1M
2024 1 129 $7M

Nearby 401(k) Plans in Florida

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

Jones Edmunds & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Jones Edmunds & Associates, Inc. 401(k) Plan, Total assets ($B): 0.028065953 · Participants: 151Jones Edmunds & Associates, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Jones Edmunds & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jones Edmunds & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Jones Edmunds & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Arrowhead Engineered Products 401(k) Plan in MN ($28M); by covered participants it is Kent Materials 401(k) in LA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Jones Edmunds & Associates, Inc. 401(k) Plan assets move in 2022? ▼
Jones Edmunds & Associates, Inc. 401(k) Plan declined sharply - down 17.9% during 2022, from $34M to $28M. Reported net income was -$6M.
How have Jones Edmunds & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones Edmunds & Associates, Inc.'s sponsor-wide assets declined 73.6%, from $28M to $7M.
Where does Jones Edmunds & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jones Edmunds & Associates, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jones Edmunds & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arrowhead Engineered Products 401(k) Plan in MN ($28M, 711 participants).
Which 401(k) plans cover a similar participant headcount to Jones Edmunds & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (151 participants, $263K 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 591533071.

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.