Defined Benefit (Pension) · DOL Form 5500 · 2022

Jones Family Medicine Clinic, PLLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
21
Participants Small participant base
36th
Percentile by assets National rank
$111,536
Avg per participant Below avg balance/head
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Official DOL plan name: Jones Family Medicine Clinic, PLLC Cash Balance Plan · Sponsored by Jones Family Medicine Clinic, PLLC · Mississippi · Healthcare & Social Assistance

$2M in assets, 21 participants

Jones Family Medicine Clinic, PLLC's Jones Family Medicine Clinic, PLLC Cash Balance Plan reported $2M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,677 in Healthcare & Social Assistance (20,060 peers)

Jones Family Medicine Clinic, PLLC multi-year trail

Jones Family Medicine Clinic, PLLC's plans moved +10.7% in assets from 2022 to 2024; this filing shows Jones Family Medicine Clinic, PLLC Cash Balance Plan at $2M / 21 participants.

#7,677
in Healthcare & Social Assistance (20,060 peers)
+23.8%
assets growth YoY

Jones Family Medicine Clinic, PLLC Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jones Family Medicine Clinic, PLLC Cash Balance Plan vs every filed plan by assets

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

$2,342,247 36th percentile higher than 36% 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 Family Medicine Clinic, PLLC Cash Balance 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. Jones Family Medicine Clinic, PLLC Cash Balance Plan is a small filing (21 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 352168757 · Jones Family Medicine Clinic, PLLC PY 2022 · Defined Benefit (Pension)

Jones Family Medicine Clinic, PLLC Cash Balance Plan · $2M · 21 · 36th

  • BOOK $2M
  • BOOK 21
  • BOOK 36th
  • BOOK Defined Benefit (Pension)
  • BOOK near Wood-River Industries Company Hourly Employees' Pension Plan
  • BOOK ind #7677

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 Healthcare & Social Assistance retirement plans → · Plans in Mississippi →

Jones Family Medicine Clinic, PLLC Cash Balance Plan in the asset neighbourhood

I.a.T.S.E. Local 804 Wpvi-Tv Pension PlanI.a.T.S.E. Local 804 Wpvi-Tv…$2MCosmetic Laboratories, Inc. Cash Balance PlanCosmetic Laboratories, Inc. …$2MWhite and Williams Pension Plan & TrustWhite and Williams Pension P…$2MJones Family Medicine Clinic, PLLC Cash Balance PlanJones Family Medicine Clinic…$2MWood-River Industries Company Hourly Employees' Pension PlanWood-River Industries Compan…$2M
End-of-year total assets ($M) among Jones Family Medicine Clinic, PLLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Jones Family Medicine Clinic, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Jones Family Medicine Clinic, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.65143855451624% vs 2022
2024 filing year
$2.3M$2.4M$2.5M$2.6M$2.7M 202220232024 $2.34M $2.59M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 24 $2M
2024 1 24 $3M

Jones Family Medicine Clinic, PLLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$450K
Employer EIN352168757
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jones Family Medicine Clinic, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Jones Family Medicine Clinic, PLLC Cash Balance Plan, Total assets ($M): 2.342247 · Participants: 21Jones Family Medicine Clinic, PLLC Cash Balance PlanHancock Whitney Corporation Pension Plan, Total assets ($M): 700.534746 · Participants: 1855Hancock Whitney Corporation Pension PlanSfb Casualty Ins Co Retirement Plan, Total assets ($M): 429.098015 · Participants: 1485Sfb Casualty Ins Co Retirement PlanNorth Mississippi Health Services Retirement Plan & Trust Agreement, Total assets ($M): 425.139749 · Participants: 2033North Mississippi Health Services Retirement Plan & Trust AgreementCadence Retirement Plan and Trust Agreement, Total assets ($M): 341.628698 · Participants: 3874Cadence Retirement Plan and Trust AgreementSfb Life Insurance Co Retirement Plan and Trust, Total assets ($M): 247.444325 · Participants: 593Sfb Life Insurance Co Retirement Plan and Trust
Jones Family Medicine Clinic, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Jones Family Medicine Clinic, PLLC Cash Balance Plan side-by-side with 3 peers →

Jones Family Medicine Clinic, PLLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Wood-River Industries Company Hourly Employees' Pension Plan in IL ($2M); by covered participants it is Halliburton Retirement Plan in TX (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Family Medicine Clinic, PLLC Cash Balance Plan assets move in 2022? ▼
Jones Family Medicine Clinic, PLLC Cash Balance Plan grew sharply - up 23.8% during 2022, from $2M to $2M. Reported net income was $450K.
How have Jones Family Medicine Clinic, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones Family Medicine Clinic, PLLC's sponsor-wide assets grew 10.7%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Jones Family Medicine Clinic, PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wood-River Industries Company Hourly Employees' Pension Plan in IL ($2M, 20 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jones Family Medicine Clinic, PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Halliburton Retirement Plan in TX (21 participants, $36M 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 352168757.

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.