401(k) · DOL Form 5500 · 2023

Jones Lumber Company, Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
142
Participants Small participant base
63rd
Percentile by assets National rank
$88,193
Avg per participant Below avg balance/head
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Official DOL plan name: Jones Lumber Company, Inc Profit Sharing 401(k) Plan · Sponsored by Jones Lumber Company, Inc · California · Retail Trade

$13M in assets, 142 participants

Jones Lumber Company, Inc's Jones Lumber Company, Inc Profit Sharing 401(k) Plan reported $13M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,241 in Retail Trade (8,414 peers)

Coverage in California

Jones Lumber Company, Inc Profit Sharing 401(k) Plan covers 142 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $13M.

#6,241
in Retail Trade (8,414 peers)
+22.5%
assets growth YoY

Jones Lumber Company, Inc Profit Sharing 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Jones Lumber Company, Inc Profit Sharing 401(k) Plan vs every filed plan by assets

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

$12,523,426 Top 37% higher than 63% 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

Jones Lumber Company, Inc Profit Sharing 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 Lumber Company, Inc Profit Sharing 401(k) Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jones Lumber Company, Inc Profit Sharing 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jones Lumber Company, Inc Profit Sharing 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Jones Lumber Company, Inc Profit Sharing 401(k) Plan reported participants fell from 145 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 950885570 · Jones Lumber Company, Inc PY 2023 · 401(k)

Jones Lumber Company, Inc Profit Sharing 401(k) Plan · $13M · 142 · 63rd

  • BOOK $13M
  • VS-ST 142
  • BOY 63rd
  • SCH 401(k)
  • EBSA near American Business Institute Co 401(k) Profit Sharing Plan & Trust
  • PART ind #6241

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 Retail Trade retirement plans → · Plans in California →

Jones Lumber Company, Inc Profit Sharing 401(k) Plan in the asset neighbourhood

Jones Lumber Company, Inc Profit Sharing 401(k) PlanJones Lumber Company, Inc Pr…$13MAmerican Business Institute Co 401(k) Profit Sharing Plan & TrustAmerican Business Institute …$13MLittle League Baseball, Incorporated Retirement Savings PlanLittle League Baseball, Inco…$13MAlco Management, Inc. 401(k) PlanAlco Management, Inc. 401(k)…$13MSound Community Bank 401(k) Profit Sharing PlanSound Community Bank 401(k) …$13M
End-of-year total assets ($M) among Jones Lumber Company, Inc Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN950885570
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones Lumber Company, Inc)

Sponsor-wide plan assets over time

All Jones Lumber Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 46.83028057322261% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $15M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 145 $10M
2023 1 142 $13M
2024 1 142 $15M

Nearby 401(k) Plans in California

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

Jones Lumber Company, Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jones Lumber Company, Inc Profit Sharing 401(k) Plan, Total assets ($B): 0.012523426 · Participants: 142Jones Lumber Company, Inc Profit Sharing 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
Jones Lumber Company, Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jones Lumber Company, Inc Profit Sharing 401(k) Plan side-by-side with 3 peers →

Jones Lumber Company, Inc Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Business Institute Co 401(k) Profit Sharing Plan & Trust in NY ($13M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Jones Lumber Company, Inc Profit Sharing 401(k) Plan assets move in 2023? ▼
Jones Lumber Company, Inc Profit Sharing 401(k) Plan grew sharply - up 22.5% during 2023, from $10M to $13M. Reported net income was $2M.
How have Jones Lumber Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones Lumber Company, Inc's sponsor-wide assets grew 46.8%, from $10M to $15M.
Which 401(k) plans are similar in size to Jones Lumber Company, Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Business Institute Co 401(k) Profit Sharing Plan & Trust in NY ($13M, 11,306 participants).
Which 401(k) plans cover a similar participant headcount to Jones Lumber Company, Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 950885570.

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.