401(k) · DOL Form 5500 · 2023

Terry Jones & Associates, PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$597,486
Avg per participant High balance/head
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Official DOL plan name: Terry Jones & Associates, PC 401(k) Plan · Sponsored by Terry Jones & Associates, PC · Alabama · Professional & Technical Services

$2M in assets, 3 participants

Terry Jones & Associates, PC's Terry Jones & Associates, PC 401(k) Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,048 in Professional & Technical Services (20,321 peers)

2023 asset change

Terry Jones & Associates, PC 401(k) Plan grew sharply 24.5% in 2023 ($1M → $2M) for 3 participants.

#5,048
in Professional & Technical Services (20,321 peers)
+24.5%
assets growth YoY

Terry Jones & Associates, PC 401(k) Plan among the smaller filed plans by assets

Terry Jones & Associates, PC 401(k) Plan vs every filed plan by assets

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

$1,792,459 29th percentile higher than 29% 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

Terry Jones & Associates, PC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terry Jones & Associates, PC 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terry Jones & Associates, PC 401(k) Plan reported net income rose from -$218K in the plan year 2022 filing to $353K in the plan year 2023 filing.
  • Terry Jones & Associates, PC 401(k) Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Terry Jones & Associates, PC 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630796495 · Terry Jones & Associates, PC PY 2023 · 401(k)

Terry Jones & Associates, PC 401(k) Plan · $2M · 3 · 29th

  • BOOK $2M
  • BOOK 3
  • BOOK 29th
  • BOOK 401(k)
  • BOOK near Servicing Collections, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #5048

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 Alabama →

Terry Jones & Associates, PC 401(k) Plan in the asset neighbourhood

Terry Jones & Associates, PC 401(k) PlanTerry Jones & Associates, PC…$2MServicing Collections, Inc. 401(k) Profit Sharing PlanServicing Collections, Inc. …$2MCsr Privacy Solutions Inc 401(k) Profit Sharing Plan & TrustCsr Privacy Solutions Inc 40…$2MAirlink Travel Automation Inc 401(k) Profit Sharing Plan & TrustAirlink Travel Automation In…$2MKlamath Animal Clinic Inc 401(k) Profit Sharing Plan & TrustKlamath Animal Clinic Inc 40…$2M
End-of-year total assets ($M) among Terry Jones & Associates, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Terry Jones & Associates, PC years around the 2023 move

Sponsor-wide plan assets over time

All Terry Jones & Associates, PC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.44M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 3 $2M
2024 1 4 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$353K
Employer EIN630796495
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Terry Jones & Associates, PC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Terry Jones & Associates, PC 401(k) Plan, Total assets ($B): 0.001792459 · Participants: 3Terry Jones & Associates, PC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Terry Jones & Associates, PC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Terry Jones & Associates, PC 401(k) Plan side-by-side with 3 peers →

Terry Jones & Associates, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Servicing Collections, Inc. 401(k) Profit Sharing Plan in MD ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Terry Jones & Associates, PC 401(k) Plan assets move in 2023? ▼
Terry Jones & Associates, PC 401(k) Plan grew sharply - up 24.5% during 2023, from $1M to $2M. Reported net income was $353K.
Which 401(k) plans are similar in size to Terry Jones & Associates, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Servicing Collections, Inc. 401(k) Profit Sharing Plan in MD ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Terry Jones & Associates, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 630796495.

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.