401(k) · DOL Form 5500 · 2022

Edward D. Jones & Co., L.P. 401(k) Plan

Data updated 2026-08-11

$8.7B
Total assets
47,923
Participants
100th
Percentile by assets
$181,242
Avg per participant
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Official DOL plan name: Edward D. Jones & Co. Profit Sharing and 401(k) Plan · Sponsored by Edward D. Jones & Co., L.P. · Missouri · Finance & Insurance

$8.7B in assets, 47,923 participants

Edward D. Jones & Co., L.P.'s Edward D. Jones & Co. Profit Sharing and 401(k) Plan reported $8.7B in total assets and 47,923 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.

  • 100th percentile by assets (of 139,126 plans)
  • #9,244 in Finance & Insurance (9,261 peers)

Coverage in Missouri

Edward D. Jones & Co. Profit Sharing and 401(k) Plan covers 47,923 participants in Missouri, 65x the typical Missouri plan (state average ~737 per filing). Assets: $8.7B.

$8.7B
total plan assets (2022 EOY)
47,923
covered participants
100th
percentile by assets (of 139,126 plans)
$181,242
avg assets per participant

The plan reported a net loss of $1.6B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Edward D. Jones & Co. Profit Sharing and 401(k) Plan sits by total assets

Edward D. Jones & Co. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$8,685,677,709 Top 1% higher than 100% 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
Missouri
Industry
Finance & Insurance

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. Edward D. Jones & Co. Profit Sharing and 401(k) Plan reports 47,923 participants - 65x that state average ($8.7B EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)$10.3B
Net Assets (End of Year)$8.7B
Net Income-$1.6B
Employer EIN430345811
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edward D. Jones & Co., L.P.)

$8B$10B$12B$14B 202220232024 $8.69B $12.4B ▲ +42.3%
Total plan assets by year, all Edward D. Jones & Co., L.P. plans on file
Year Plans Participants Total Assets
2022 1 47,923 $8.7B
2023 1 49,944 $10.6B
2024 1 47,254 $12.4B

Nearby 401(k) Plans in Missouri

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

Edward D. Jones & Co. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 10000200003000040000500006000070000 246810 Total assets ($B) Participants Edward D. Jones & Co…Bayer Corporation Sa…Enterprise Holdings …Centene Management C…Anheuser-Busch 401(k…Emerson Electric Com…
Edward D. Jones & Co. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Edward D. Jones & Co. Profit Sharing and… side-by-side with 3 peers →

Scale composition for Edward D. Jones & Co. Profit Sharing and 401(k) Plan

Edward D. Jones & Co. Profit Sharing and 401(k) Plan reports $8.7B in end-of-year assets across 47,923 participants (0.070% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.051% of 93,925,755 covered participants) - about $181,242 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2022 was -$1.6B.

This plan identity (EIN 430345811, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.7B to $12.4B (+42.4%) while covered participants moved from 47,923 to 47,254 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 47,923 $8.7B This page
2023 49,944 $10.6B Open filing
2024 · index core 47,254 $12.4B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Edward D. Jones & Co. Profit Sharing and 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Edward D. Jones & Co. Profit Sharing and 401(k) Plan assets move in 2022? ▼
Edward D. Jones & Co. Profit Sharing and 401(k) Plan declined sharply - down 15.5% during 2022, from $10.3B to $8.7B. Reported net income was -$1.6B.
How have Edward D. Jones & Co., L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward D. Jones & Co., L.P.'s sponsor-wide assets grew 42.4%, from $8.7B to $12.4B.
Where does Edward D. Jones & Co. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Edward D. Jones & Co. Profit Sharing and 401(k) Plan ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Edward D. Jones & Co. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Usaa Retirement Savings Plan in TX ($8.7B, 37,261 participants).

Next read for Edward D. Jones & Co. Profit Sharing and…

Filing takeaways

Ways to act on Edward D. Jones & Co. Profit Sharing and 401(k) Plan's numbers.

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 430345811.

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.