Defined Benefit (Pension) · DOL Form 5500 · 2022
R.a Jones & Co. Inc. Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $143,034
- Avg per participant Near avg balance/head
Official DOL plan name: R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan · Sponsored by R.a Jones & Co. Inc. · Kentucky · Manufacturing
$11M in assets, 80 participants
R.a Jones & Co. Inc.'s R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan reported $11M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #11,448 in Manufacturing (20,602 peers)
R.a Jones & Co. Inc. multi-year trail
R.a Jones & Co. Inc.'s plans moved +18.5% in assets from 2022 to 2024; this filing shows R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan at $11M / 80 participants.
- #11,448
- in Manufacturing (20,602 peers)
- -36.3%
- assets change YoY
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan's outsized position by total assets
R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,442,691 Top 32% higher than 68% 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
R.a. Jones & Co. Inc. Company Funded Defined Benefit 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. R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan is a small filing (80 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 461783155 · R.a Jones & Co. Inc. PY 2022 · Defined Benefit (Pension)
R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan · $11M · 80 · 68th
- EOY $11M
- EOY 80
- EOY 68th
- EOY Defined Benefit (Pension)
- EOY near Amersham Health Inc. Puerto Rico Pension Plan
- EOY ind #11448
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 Manufacturing retirement plans → · Plans in Kentucky →
R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan in the asset neighbourhood
R.a Jones & Co. Inc. multi-year asset trail
Sponsor-wide plan assets over time
All R.a Jones & Co. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $235M 18.53938975056305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 958 | $199M |
| 2023 | 3 | 935 | $212M |
| 2024 | 3 | 1,018 | $235M |
R.a Jones & Co. Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$7M |
| Employer EIN | 461783155 |
| Plan Effective Date | 1957-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.1B · 983
- Ashland Hercules Pension Plan $946M · 317
- Yum Brands Retirement Plan $754M · 4,539
- Brown-Forman Corporation Salaried Employees Retirement Plan $560M · 1,262
- Ashland Hercules Pension Plan II $415M · 285
R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Amersham Health Inc. Puerto Rico Pension Plan in IL ($11M); by covered participants it is Oneaz Credit Union Defined Benefit Pension Plan in AZ (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 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.