401(k) · DOL Form 5500 · 2023
Forrest T. Jones & Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $105,380
- Avg per participant Below avg balance/head
Official DOL plan name: Forrest T. Jones & Company Inc. Employees 401(k) Plan · Sponsored by Forrest T. Jones & Company, Inc. · Missouri · Finance & Insurance
$33M in assets, 317 participants
Forrest T. Jones & Company, Inc.'s Forrest T. Jones & Company Inc. Employees 401(k) Plan reported $33M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #6,248 in Finance & Insurance (8,869 peers)
Coverage in Missouri
Forrest T. Jones & Company Inc. Employees 401(k) Plan covers 317 participants in Missouri, about 43% of the average Missouri filer (state average ~737 per filing). Assets: $33M.
- #6,248
- in Finance & Insurance (8,869 peers)
- +15.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Forrest T. Jones & Company Inc. Employees 401(k) Plan's outsized position by total assets
Forrest T. Jones & Company Inc. Employees 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,405,574 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Forrest T. Jones & Company Inc. Employees 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. Forrest T. Jones & Company Inc. Employees 401(k) Plan sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Forrest T. Jones & Company Inc. Employees 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Forrest T. Jones & Company Inc. Employees 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Forrest T. Jones & Company Inc. Employees 401(k) Plan reported participants rose from 298 in the plan year 2022 filing to 317 in the plan year 2023 filing.
DOL schedule card
Filing strip 431451185 · Forrest T. Jones & Company, Inc. PY 2023 · 401(k)
Forrest T. Jones & Company Inc. Employees 401(k) Plan · $33M · 317 · 81st
- EOY $33M
- 5500 317
- ASSETS 81st
- PCT 401(k)
- EIN near Delta Marine Industries, Incorporated Employees' Retirement Plan
- RANK ind #6248
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 Finance & Insurance retirement plans → · Plans in Missouri →
Forrest T. Jones & Company Inc. Employees 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $5M |
| Employer EIN | 431451185 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forrest T. Jones & Company, Inc.)
Sponsor-wide plan assets over time
All Forrest T. Jones & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 24.758537594157904% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 298 | $29M |
| 2023 | 1 | 317 | $33M |
| 2024 | 1 | 324 | $36M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Forrest T. Jones & Company Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Delta Marine Industries, Incorporated Employees' Retirement Plan in WA ($33M); by covered participants it is Mcguires Management Group 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Delta Marine Industries, Incorporated Employees' Retirement Plan (WA) $33M · 179
- Lithographix, Inc. 401(k) Investment Savings Plan (CA) $33M · 207
- Transportation Research Center Inc. Employees' Retirement Savings Plan and Trust (OH) $33M · 359
- Gustman Employees' Profit Sharing and Savings Plan (WI) $33M · 131
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Mcguires Management Group 401(k) Plan (FL) 317 · 0 off
- Forddirect Retirement Savings Plan (MI) 317 · 0 off
- Paradox Inc 401(k) Plan (AZ) 317 · 0 off
- Automated Financial Systems, Inc. 401(k) Salary Reduction Plan (PA) 317 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.