401(k) · DOL Form 5500 · 2022

Forrest T. Jones & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
298
Participants Below avg headcount
82nd
Percentile by assets National rank
$96,946
Avg per participant Below avg balance/head
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Official DOL plan name: Forrest T. Jones & Company, Inc Employees 401(k) Plan · Sponsored by Forrest T. Jones & Company, Inc. · Missouri · Finance & Insurance

$29M in assets, 298 participants

Forrest T. Jones & Company, Inc.'s Forrest T. Jones & Company, Inc Employees 401(k) Plan reported $29M in total assets and 298 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,625 in Finance & Insurance (9,261 peers)

Coverage in Missouri

Forrest T. Jones & Company, Inc Employees 401(k) Plan covers 298 participants in Missouri, about 40% of the average Missouri filer (state average ~737 per filing). Assets: $29M.

#6,625
in Finance & Insurance (9,261 peers)
-11.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forrest T. Jones & Company, Inc Employees 401(k) Plan's outsized position by total assets

Forrest T. Jones & Company, Inc Employees 401(k) Plan vs every filed plan by assets

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

$28,889,901 Top 18% higher than 82% 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

Forrest T. Jones & Company, Inc Employees 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. Forrest T. Jones & Company, Inc Employees 401(k) Plan sits mid-pack in the medium band (298 participants).

Form 5500 schedule snapshot

Filing strip 431451185 · Forrest T. Jones & Company, Inc. PY 2022 · 401(k)

Forrest T. Jones & Company, Inc Employees 401(k) Plan · $29M · 298 · 82nd

  • EBSA $29M
  • PART 298
  • TYPE 82nd
  • NET 401(k)
  • BOOK near Rebuild Manufacturing 401(k) Plan
  • VS-ST ind #6625

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 →

Forrest T. Jones & Company, Inc Employees 401(k) Plan in the asset neighbourhood

Savings and Retirement Plan of Mitsubishi Materials USA Corp.Savings and Retirement Plan …$29MEnjet Aero, LLC 401(k) Plan$29MForrest T. Jones & Company, Inc Employees 401(k) PlanForrest T. Jones & Company, …$29MRebuild Manufacturing 401(k) PlanRebuild Manufacturing 401(k)…$29MPcb Bank 401(k) Plan$29M
End-of-year total assets ($M) among Forrest T. Jones & Company, Inc Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$29M
Net Income-$4M
Employer EIN431451185
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forrest T. Jones & Company, Inc.)

Sponsor-wide plan assets over time

All Forrest T. Jones & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 24.758537594157904% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.9M $36M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 298 $29M
2023 1 317 $33M
2024 1 324 $36M

Nearby 401(k) Plans in Missouri

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

Forrest T. Jones & Company, Inc Employees 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Forrest T. Jones & Company, Inc Employees 401(k) Plan, Total assets ($B): 0.028889901 · Participants: 298Forrest T. Jones & Company, Inc Employees 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
Forrest T. Jones & Company, Inc Employees 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Forrest T. Jones & Company, Inc Employees 401(k) Plan side-by-side with 3 peers →

Forrest T. Jones & Company, Inc Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Rebuild Manufacturing 401(k) Plan in MA ($29M); by covered participants it is Super Atv 401(k) Retirement Savings Plan in IN (298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Forrest T. Jones & Company, Inc Employees 401(k) Plan assets move in 2022? ▼
Forrest T. Jones & Company, Inc Employees 401(k) Plan pulled back noticeably - down 11.1% during 2022, from $33M to $29M. Reported net income was -$4M.
How have Forrest T. Jones & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forrest T. Jones & Company, Inc.'s sponsor-wide assets grew 24.8%, from $29M to $36M.
Where does Forrest T. Jones & Company, Inc Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Forrest T. Jones & Company, Inc Employees 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Forrest T. Jones & Company, Inc Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rebuild Manufacturing 401(k) Plan in MA ($29M, 574 participants).
Which 401(k) plans cover a similar participant headcount to Forrest T. Jones & Company, Inc Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Super Atv 401(k) Retirement Savings Plan in IN (298 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 431451185.

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.