401(k) · DOL Form 5500 · 2022

Charles D. Jones & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
164
Participants Small participant base
68th
Percentile by assets National rank
$71,262
Avg per participant Below avg balance/head
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Official DOL plan name: Charles D. Jones & Company, Inc. 401(k) Plan · Sponsored by Charles D. Jones & Company, Inc. · Missouri · Wholesale Trade

$12M in assets, 164 participants

Charles D. Jones & Company, Inc.'s Charles D. Jones & Company, Inc. 401(k) Plan reported $12M in total assets and 164 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.

  • #4,192 in Wholesale Trade (6,843 peers)

Coverage in Missouri

Charles D. Jones & Company, Inc. 401(k) Plan covers 164 participants in Missouri, about 22% of the average Missouri filer (state average ~737 per filing). Assets: $12M.

#4,192
in Wholesale Trade (6,843 peers)
-20.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles D. Jones & Company, Inc. 401(k) Plan's outsized position by total assets

Charles D. Jones & Company, Inc. 401(k) Plan vs every filed plan by assets

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

$11,686,903 Top 32% higher than 68% 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

Charles D. Jones & Company, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles D. Jones & Company, Inc. 401(k) Plan sits mid-pack in the medium band (164 participants).

DOL schedule card

Filing strip 440538292 · Charles D. Jones & Company, Inc. PY 2022 · 401(k)

Charles D. Jones & Company, Inc. 401(k) Plan · $12M · 164 · 68th

  • 5500 $12M
  • 5500 164
  • 5500 68th
  • 5500 401(k)
  • 5500 near Espey Mfg & Electronics Corp. 401(k) Savings Plan
  • 5500 ind #4192

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 Wholesale Trade retirement plans → · Plans in Missouri →

Charles D. Jones & Company, Inc. 401(k) Plan in the asset neighbourhood

Charles D. Jones & Company, Inc. 401(k) PlanCharles D. Jones & Company, …$12MEspey Mfg & Electronics Corp. 401(k) Savings PlanEspey Mfg & Electronics Corp…$12MIndustrial Supply Company, Inc. 401(k) PlanIndustrial Supply Company, I…$12MConsolidated Citrus 401(k) Savings PlanConsolidated Citrus 401(k) S…$12MAgbiome 401(k) Plan$12M
End-of-year total assets ($M) among Charles D. Jones & Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN440538292
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles D. Jones & Company, Inc.)

Sponsor-wide plan assets over time

All Charles D. Jones & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 66.84373209160178% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $53.3M $88.9M ▲ +66.9%
Year Plans Participants Total Assets
2022 2 301 $53M
2023 2 318 $78M
2024 2 353 $89M

Nearby 401(k) Plans in Missouri

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

Charles D. Jones & Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Charles D. Jones & Company, Inc. 401(k) Plan, Total assets ($B): 0.011686903 · Participants: 164Charles D. Jones & Company, Inc. 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Charles D. Jones & Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Charles D. Jones & Company, Inc. 401(k) Plan side-by-side with 3 peers →

Charles D. Jones & Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Espey Mfg & Electronics Corp. 401(k) Savings Plan in NY ($12M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Charles D. Jones & Company, Inc. 401(k) Plan assets move in 2022? ▼
Charles D. Jones & Company, Inc. 401(k) Plan declined sharply - down 20.9% during 2022, from $15M to $12M. Reported net income was -$3M.
How have Charles D. Jones & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles D. Jones & Company, Inc.'s sponsor-wide assets grew 66.8%, from $53M to $89M.
Which 401(k) plans are similar in size to Charles D. Jones & Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Espey Mfg & Electronics Corp. 401(k) Savings Plan in NY ($12M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Charles D. Jones & Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants, N/A 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 440538292.

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.