401(k) · DOL Form 5500 · 2022

Jones/Covey Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
161
Participants Small participant base
43rd
Percentile by assets National rank
$20,933
Avg per participant Low balance/head
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Official DOL plan name: Jones/Covey Group, Inc. 401(k) Plan · Sponsored by Jones/Covey Group, Inc. · California · Construction

$3M in assets, 161 participants

Jones/Covey Group, Inc.'s Jones/Covey Group, Inc. 401(k) Plan reported $3M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,073 in Construction (9,927 peers)

Coverage in California

Jones/Covey Group, Inc. 401(k) Plan covers 161 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $3M.

#4,073
in Construction (9,927 peers)
+5.2%
assets growth YoY

Jones/Covey Group, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Jones/Covey Group, Inc. 401(k) Plan vs every filed plan by assets

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

$3,370,142 43rd percentile higher than 43% 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

Jones/Covey Group, 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. Jones/Covey Group, Inc. 401(k) Plan sits mid-pack in the medium band (161 participants).

DOL schedule card

Filing strip 330972369 · Jones/Covey Group, Inc. PY 2022 · 401(k)

Jones/Covey Group, Inc. 401(k) Plan · $3M · 161 · 43rd

  • PHOTO $3M
  • IND 161
  • EOY 43rd
  • 5500 401(k)
  • ASSETS near Pascale Industries, Inc. & Affiliates Section 401(k) Profit Sharing Plan
  • PCT ind #4073

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 Construction retirement plans → · Plans in California →

Jones/Covey Group, Inc. 401(k) Plan in the asset neighbourhood

Jones/Covey Group, Inc. 401(k) PlanJones/Covey Group, Inc. 401(…$3MPascale Industries, Inc. & Affiliates Section 401(k) Profit Sharing PlanPascale Industries, Inc. & A…$3MJ. L. Storedahl & Sons, Inc. 401(k) Plan and TrustJ. L. Storedahl & Sons, Inc.…$3MHorizon Mud Holdings Corp. 401(k) PlanHorizon Mud Holdings Corp. 4…$3MBethel Performing Arts Center 401(k) PlanBethel Performing Arts Cente…$3M
End-of-year total assets ($M) among Jones/Covey Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$168K
Employer EIN330972369
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones/Covey Group, Inc.)

Sponsor-wide plan assets over time

All Jones/Covey Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.08060075806895% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.37M $4.79M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 161 $3M
2023 1 216 $4M
2024 2 171 $5M

Nearby 401(k) Plans in California

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

Jones/Covey Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jones/Covey Group, Inc. 401(k) Plan, Total assets ($B): 0.003370142 · Participants: 161Jones/Covey Group, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Jones/Covey Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jones/Covey Group, Inc. 401(k) Plan side-by-side with 3 peers →

Jones/Covey Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pascale Industries, Inc. & Affiliates Section 401(k) Profit Sharing Plan in AR ($3M); by covered participants it is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Jones/Covey Group, Inc. 401(k) Plan assets move in 2022? ▼
Jones/Covey Group, Inc. 401(k) Plan grew at a solid clip - up 5.2% during 2022, from $3M to $3M. Reported net income was $168K.
How have Jones/Covey Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones/Covey Group, Inc.'s sponsor-wide assets grew 42.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Jones/Covey Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pascale Industries, Inc. & Affiliates Section 401(k) Profit Sharing Plan in AR ($3M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Jones/Covey Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 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 330972369.

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.