401(k) · DOL Form 5500 · 2022
Edward D. Jones & Co., L.P. 401(k) Plan
Data updated 2026-08-25
- $8.7B
- Total assets Very large vs avg
- 47,923
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $181,242
- Avg per participant Above avg balance/head
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.
- #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.
- #9,244
- in Finance & Insurance (9,261 peers)
- -15.5%
- assets change YoY
- 87×
- vs typical plan assets (national mean)
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.
Edward D. Jones & Co. Profit Sharing and 401(k) Plan's outsized position 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 Highest reported value at or above every one 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
Edward D. Jones & Co. Profit Sharing and 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edward D. Jones & Co. Profit Sharing and 401(k) Plan is a mega filing (47,923 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 430345811 · Edward D. Jones & Co., L.P. PY 2022 · 401(k)
Edward D. Jones & Co. Profit Sharing and 401(k) Plan · $8.7B · 47,923 · 100th
- PART $8.7B
- TYPE 47,923
- NET 100th
- BOOK 401(k)
- VS-ST near Usaa Retirement Savings Plan
- BOY ind #9244
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 Finance & Insurance retirement plans → · Plans in Missouri →
Edward D. Jones & Co. Profit Sharing and 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $10.3B |
|---|---|
| Net Assets (End of Year) | $8.7B |
| Net Income | -$1.6B |
| Employer EIN | 430345811 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Edward D. Jones & Co., L.P.)
Sponsor-wide plan assets over time
All Edward D. Jones & Co., L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.4B 42.398585134976024% vs 2022
- 2024 filing year
| 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.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
- Emerson Electric Company Employee Savings Investment Plan $3.0B · 14,241
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:
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan (401(k), $12.4B, 47,254 participants)
Edward D. Jones & Co. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Usaa Retirement Savings Plan in TX ($8.7B); by covered participants it is Petsmart, Inc. Savesmart 401(k) Plan in AZ (47,601 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8.7B here).
- Usaa Retirement Savings Plan (TX) $8.7B · 37,261
- John Deere Savings and Investment Plan (IL) $8.7B · 18,052
- Leidos, Inc. Retirement Plan (VA) $8.7B · 26,125
- Liberty Mutual 401(k) Plan (MA) $8.8B · 32,843
Similar participant headcount
Nearest other-state filings by covered participants (47,923 participants); asset peers above are excluded.
- Petsmart, Inc. Savesmart 401(k) Plan (AZ) 47,601 · 322 off
- Dell Inc. 401(k) Plan (TX) 47,532 · 391 off
- The Quest Diagnostics Profit Sharing Plan (NJ) 48,564 · 641 off
- Menard, Inc. 401(k) Plan (WI) 47,135 · 788 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.