401(k) · DOL Form 5500 · 2022

R.a Jones & Co. Savings and Investment Bargaining Plan

Data updated 2026-05-15

$10M
Total assets
42
Participants
65th
Percentile by assets
$236,415
Avg per participant

Sponsored by R.a Jones & Co. · Virginia · Manufacturing

What the 2022 filing shows

R.a Jones & Co. Savings and Investment Bargaining Plan holds $10M for 42 participants - about $236,415 per participant, above the median plan by assets, down 14.0% over the 2022 plan year.

$10M
total plan assets (2022 EOY)
42
covered participants
65th
percentile by assets (of 139,258 plans)
$236,415
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry
Manufacturing

401(k) · DOL Form 5500 · 2022

What the Filing Says About R.a Jones & Co. Savings and Investment Bargaining Plan

R.a Jones & Co. Savings and Investment Bargaining Plan is a 401(k) retirement plan sponsored by R.a Jones & Co., headquartered in Virginia. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 42 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 461783155, and the plan has been effective since 1987-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets pulled back noticeably from $12M at the beginning of 2022 to $10M at year-end - down 14.0%. Net assets (after liabilities) closed the year at $10M, with reported net income of -$2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years R.a Jones & Co. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $199M to $235M, a gain of 18.5%, while reported participants moved from 958 to 1,018 (+6.3%). The strongest year on file by total sponsor assets was 2024 at $235M; the softest was 2022 at $199M. Year-by-year, sponsor-wide filings show: 2022 - $199M in assets across 4 plans covering 958 participants; 2023 - $212M in assets across 3 plans covering 935 participants; 2024 - $235M in assets across 3 plans covering 1,018 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank R.a Jones & Co. Savings and Investment Bargaining Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

Total Assets (Beginning of Year)$12M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income-$2M
Plan Type401(k)
Employer EIN461783155
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R.a Jones & Co.)

Year Plans Participants Total Assets
2022 4 958 $199M
2023 3 935 $212M
2024 3 1,018 $235M

Nearby 401(k) Plans in Virginia

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

Frequently Asked Questions

How much money is in the R.a Jones & Co. Savings and Investment Bargaining Plan?
As of the 2022 Form 5500 filing, R.a Jones & Co. Savings and Investment Bargaining Plan holds $10M in total assets with 42 participants. It is sponsored by R.a Jones & Co..
What type of plan is R.a Jones & Co. Savings and Investment Bargaining Plan?
R.a Jones & Co. Savings and Investment Bargaining Plan is a 401(k) plan. It has been effective since 1987-05-01. The plan is filed with the U.S. Department of Labor under EIN 461783155.
Who sponsors the R.a Jones & Co. Savings and Investment Bargaining Plan?
R.a Jones & Co. Savings and Investment Bargaining Plan is sponsored by R.a Jones & Co., located in Virginia. The sponsor's EIN is 461783155 and the plan operates in the Manufacturing industry.
How did R.a Jones & Co. Savings and Investment Bargaining Plan perform in 2022?
R.a Jones & Co. Savings and Investment Bargaining Plan pulled back noticeably - down 14.0% during 2022, moving from $12M to $10M in total assets. Net income was -$2M.

What this filing means

Ways to act on R.a Jones & Co. Savings and Investment Bargaining 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 461783155.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.