ESOP · DOL Form 5500 · 2022
Charles D. Jones & Company, Inc. ESOP
Data updated 2026-08-11
- $42M
- Total assets
- 137
- Participants
- 86th
- Percentile by assets
- $303,483
- Avg per participant
Official DOL plan name: Charles D. Jones & Company, Inc. Employee Stock Ownership Plan · Sponsored by Charles D. Jones & Company, Inc. · Missouri · Wholesale Trade
$42M in assets, 137 participants
Charles D. Jones & Company, Inc.'s Charles D. Jones & Company, Inc. Employee Stock Ownership Plan reported $42M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #5,974 in Wholesale Trade (6,843 peers)
Coverage in Missouri
Charles D. Jones & Company, Inc. Employee Stock Ownership Plan covers 137 participants in Missouri, about 19% of the average Missouri filer (state average ~737 per filing). Assets: $42M.
- $42M
- total plan assets (2022 EOY)
- 137
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $303,483
- avg assets per participant
Where Charles D. Jones & Company, Inc. Employee Stock Ownership Plan sits by total assets
Charles D. Jones & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$41,577,213 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Charles D. Jones & Company, Inc. Employee Stock Ownership Plan reports 137 participants - about 19% of that state average ($42M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $5M |
| Employer EIN | 431795872 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
Charles D. Jones & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.0B · 7,358
- Mccarthy Employee Stock Ownership Plan $1.2B · 3,252
- Arco DB Companies, Inc. Employee Stock Ownership Plan $353M · 432
- Je Dunn Employee Stock Ownership Plan and Trust $332M · 2,641
- Src Employee Stock Ownership Plan and Trust $238M · 1,388
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Charles D. Jones & Company, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Charles D. Jones & Company, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on Charles D. Jones & Company, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Charles D. Jones & Company, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans