401(k) · DOL Form 5500 · 2023

Wynn O. Jones & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
22
Participants Small participant base
47th
Percentile by assets National rank
$266,210
Avg per participant High balance/head
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Official DOL plan name: Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Wynn O. Jones & Associates, Inc. · Wisconsin · Professional & Technical Services

$6M in assets, 22 participants

Wynn O. Jones & Associates, Inc.'s Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,251 in Professional & Technical Services (20,321 peers)

Wynn O. Jones & Associates, Inc. multi-year trail

Wynn O. Jones & Associates, Inc.'s plans moved +40.9% in assets from 2022 to 2024; this filing shows Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan at $6M / 22 participants.

#9,251
in Professional & Technical Services (20,321 peers)
+21.1%
assets growth YoY

Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,856,619 47th percentile higher than 47% of 127,068 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 2023

Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$746K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 19 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391418340 · Wynn O. Jones & Associates, Inc. PY 2023 · 401(k)

Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan · $6M · 22 · 47th

  • EBSA $6M
  • EBSA 22
  • EBSA 47th
  • EBSA 401(k)
  • EBSA near Broadmoor-Algoma 401(k) Plan
  • EBSA ind #9251

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing PlanWynn O. Jones & Associates, …$6MBroadmoor-Algoma 401(k) Plan$6MOperation Homefront 401(k) PlanOperation Homefront 401(k) P…$6MU.S. Toy Co., Inc. 401(k) Savings PlanU.S. Toy Co., Inc. 401(k) Sa…$6MMicro Tech Endoscopy USA Inc. 401(k) Profit Sharing Plan & TrustMicro Tech Endoscopy USA Inc…$6M
End-of-year total assets ($M) among Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wynn O. Jones & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wynn O. Jones & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 40.92753447023399% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.84M $6.82M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 22 $6M
2024 1 23 $7M

Wynn O. Jones & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN391418340
Plan Effective Date1982-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005856619 · Participants: 22Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Broadmoor-Algoma 401(k) Plan in MI ($6M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 21.1% during 2023, from $5M to $6M. Reported net income was $1M.
How have Wynn O. Jones & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wynn O. Jones & Associates, Inc.'s sponsor-wide assets grew 40.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Broadmoor-Algoma 401(k) Plan in MI ($6M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Wynn O. Jones & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391418340.

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.