401(k) · DOL Form 5500 · 2022

Dave Jones, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
483
Participants Below avg headcount
79th
Percentile by assets National rank
$47,534
Avg per participant Low balance/head
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Official DOL plan name: Dave Jones, Inc. 401(k) Plan · Sponsored by Dave Jones, Inc. · Wisconsin · Construction

$23M in assets, 483 participants

Dave Jones, Inc.'s Dave Jones, Inc. 401(k) Plan reported $23M in total assets and 483 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,787 in Construction (9,927 peers)

Where Dave Jones, Inc. 401(k) Plan sits by assets

Dave Jones, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 483 participants (~$47,534/participant), down 7.9% in 2022.

#7,787
in Construction (9,927 peers)
-7.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Dave Jones, Inc. 401(k) Plan's outsized position by total assets

Dave Jones, Inc. 401(k) Plan vs every filed plan by assets

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

$22,959,107 Top 21% higher than 79% 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

Dave Jones, 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. Dave Jones, Inc. 401(k) Plan sits mid-pack in the medium band (483 participants).

EBSA filing schedule strip

Filing strip 391331145 · Dave Jones, Inc. PY 2022 · 401(k)

Dave Jones, Inc. 401(k) Plan · $23M · 483 · 79th

  • SCH $23M
  • SCH 483
  • SCH 79th
  • SCH 401(k)
  • SCH near Phoenix Employees Retirement Trust
  • SCH ind #7787

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 Wisconsin →

Dave Jones, Inc. 401(k) Plan in the asset neighbourhood

Dave Jones, Inc. 401(k) Plan$23MPhoenix Employees Retirement TrustPhoenix Employees Retirement…$23MPalms Associates, LLC 401(k)/Profit Sharing PlanPalms Associates, LLC 401(k)…$23MPotamkin Retirement Plan$23MBake'n Joy Foods 401(k) Plan$23M
End-of-year total assets ($M) among Dave Jones, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN391331145
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dave Jones, Inc.)

Sponsor-wide plan assets over time

All Dave Jones, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 63.219004990046% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23M $37.5M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 483 $23M
2023 1 539 $30M
2024 1 590 $37M

Nearby 401(k) Plans in Wisconsin

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

Dave Jones, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Dave Jones, Inc. 401(k) Plan, Total assets ($B): 0.022959107 · Participants: 483Dave Jones, Inc. 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Dave Jones, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Dave Jones, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Phoenix Employees Retirement Trust in CA ($23M); by covered participants it is Forest City Technologies, Inc. Savings and Investment Plan in OH (483 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (483 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 Dave Jones, Inc. 401(k) Plan assets move in 2022? ▼
Dave Jones, Inc. 401(k) Plan pulled back noticeably - down 7.9% during 2022, from $25M to $23M. Reported net income was -$2M.
How have Dave Jones, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dave Jones, Inc.'s sponsor-wide assets grew 63.2%, from $23M to $37M.
Where does Dave Jones, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Dave Jones, Inc. 401(k) Plan ranks in the 79th 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 Dave Jones, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phoenix Employees Retirement Trust in CA ($23M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Dave Jones, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Forest City Technologies, Inc. Savings and Investment Plan in OH (483 participants, $25M 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 391331145.

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.