401(k) · DOL Form 5500 · 2023
Jones Edmunds & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 150
- Participants Small participant base
Official DOL plan name: Jones Edmunds & Associates, Inc. 401(k) Plan · Sponsored by Jones Edmunds & Associates, Inc. · Florida · Professional & Technical Services
N/A in assets, 150 participants
Jones Edmunds & Associates, Inc.'s Jones Edmunds & Associates, Inc. 401(k) Plan reported N/A in total assets and 150 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Florida
Jones Edmunds & Associates, Inc. 401(k) Plan covers 150 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: N/A.
- $281K
- reported net income
Jones Edmunds & Associates, Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jones Edmunds & Associates, Inc. 401(k) Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jones Edmunds & Associates, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $281K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 591533071 · Jones Edmunds & Associates, Inc. PY 2023 · 401(k)
Jones Edmunds & Associates, Inc. 401(k) Plan · N/A · 150
- EOY N/A
- 5500 150
- ASSETS PY 2023
- PCT 401(k)
- EIN near San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust
- RANK $281K
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 Florida →
Florida filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $281K |
| Employer EIN | 591533071 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jones Edmunds & Associates, Inc.)
Sponsor-wide plan assets over time
All Jones Edmunds & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 73.63353384080705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 151 | $28M |
| 2023 | 2 | 150 | $1M |
| 2024 | 1 | 129 | $7M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Jones Edmunds & Associates, Inc. 401(k) Plan's closest out-of-state 401(k) peers by headcount
Outside Florida, the nearest 401(k) by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants; this filing: 150 participants).
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 150 · 0 off
- Controlscan Holdings, Inc. 401(k) Plan (KY) 150 · 0 off
- Infovista 401(k) Retirement Plan (MA) 150 · 0 off
- Boro 401(k) Plan (TX) 150 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.