401(k) · DOL Form 5500 · 2023

Jonestrading Institutional Services LLC 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
172
Participants Small participant base
91st
Percentile by assets National rank
$544,976
Avg per participant High balance/head
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Official DOL plan name: Jonestrading Institutional Services LLC 401(k) Plan · Sponsored by Jonestrading Institutional Services LLC · California · Finance & Insurance

$94M in assets, 172 participants

Jonestrading Institutional Services LLC's Jonestrading Institutional Services LLC 401(k) Plan reported $94M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,616 in Finance & Insurance (8,869 peers)

Coverage in California

Jonestrading Institutional Services LLC 401(k) Plan covers 172 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $94M.

#7,616
in Finance & Insurance (8,869 peers)
+17.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Jonestrading Institutional Services LLC 401(k) Plan's outsized position by total assets

Jonestrading Institutional Services LLC 401(k) Plan vs every filed plan by assets

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

$93,735,885 Top 9% higher than 91% 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

Jonestrading Institutional Services LLC 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. Jonestrading Institutional Services LLC 401(k) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jonestrading Institutional Services LLC 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Jonestrading Institutional Services LLC 401(k) Plan end-of-year assets rose from $80M in the plan year 2022 filing to $94M in the plan year 2023 filing.
  • Jonestrading Institutional Services LLC 401(k) Plan reported participants rose from 159 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510484896 · Jonestrading Institutional Services LLC PY 2023 · 401(k)

Jonestrading Institutional Services LLC 401(k) Plan · $94M · 172 · 91st

  • RANK $94M
  • PHOTO 172
  • IND 91st
  • EOY 401(k)
  • 5500 near Boeing Distribution Services Inc. Retirement Plan
  • ASSETS ind #7616

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 California →

Jonestrading Institutional Services LLC 401(k) Plan in the asset neighbourhood

Stimson Lumber Company 401(k) PlanStimson Lumber Company 401(k…$94MThe Simons Foundation, Inc. 401(k) PlanThe Simons Foundation, Inc. …$94MBoeing Distribution Services Inc. Retirement PlanBoeing Distribution Services…$94MProvia 401(k) Plan$94MJonestrading Institutional Services LLC 401(k) PlanJonestrading Institutional S…$94M
End-of-year total assets ($M) among Jonestrading Institutional Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$94M
Net Income$14M
Employer EIN510484896
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jonestrading Institutional Services LLC)

Sponsor-wide plan assets over time

All Jonestrading Institutional Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$107M 34.00179974402974% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $80M $107M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 159 $80M
2023 1 172 $94M
2024 1 164 $107M

Nearby 401(k) Plans in California

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

Jonestrading Institutional Services LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jonestrading Institutional Services LLC 401(k) Plan, Total assets ($B): 0.093735885 · Participants: 172Jonestrading Institutional Services LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jonestrading Institutional Services LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jonestrading Institutional Services LLC 401(k) Plan side-by-side with 3 peers →

Jonestrading Institutional Services LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Boeing Distribution Services Inc. Retirement Plan in FL ($94M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Jonestrading Institutional Services LLC 401(k) Plan assets move in 2023? ▼
Jonestrading Institutional Services LLC 401(k) Plan grew sharply - up 17.2% during 2023, from $80M to $94M. Reported net income was $14M.
How have Jonestrading Institutional Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jonestrading Institutional Services LLC's sponsor-wide assets grew 34.0%, from $80M to $107M.
Where does Jonestrading Institutional Services LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Jonestrading Institutional Services LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Jonestrading Institutional Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boeing Distribution Services Inc. Retirement Plan in FL ($94M, 1,268 participants).
Which 401(k) plans cover a similar participant headcount to Jonestrading Institutional Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 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 510484896.

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.