401(k) · DOL Form 5500 · 2023

Jones & Jones Management Group 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
94
Participants Small participant base
29th
Percentile by assets National rank
$17,818
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jones & Jones Management Group 401(k) · Sponsored by Jones & Jones Management Group · California · Real Estate

$2M in assets, 94 participants

Jones & Jones Management Group's Jones & Jones Management Group 401(k) reported $2M in total assets and 94 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.

  • #2,259 in Real Estate (4,727 peers)

2023 asset change

Jones & Jones Management Group 401(k) grew sharply 26.5% in 2023 ($1M → $2M) for 94 participants.

#2,259
in Real Estate (4,727 peers)
+26.5%
assets growth YoY

Jones & Jones Management Group 401(k) among the smaller filed plans by assets

Jones & Jones Management Group 401(k) vs every filed plan by assets

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

$1,674,892 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

Jones & Jones Management Group 401(k) among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jones & Jones Management Group 401(k) is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jones & Jones Management Group 401(k) reported net income rose from -$404K in the plan year 2022 filing to $351K in the plan year 2023 filing.
  • Jones & Jones Management Group 401(k) end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jones & Jones Management Group 401(k) reported participants rose from 90 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952754836 · Jones & Jones Management Group PY 2023 · 401(k)

Jones & Jones Management Group 401(k) · $2M · 94 · 29th

  • VS-ST $2M
  • VS-ST 94
  • VS-ST 29th
  • VS-ST 401(k)
  • VS-ST near Paul M Chapman Cpa LLC 401(k) Plan
  • VS-ST ind #2259

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 Real Estate retirement plans → · Plans in California →

Jones & Jones Management Group 401(k) in the asset neighbourhood

Cleaves-Bessmer-Marietti, Inc 401(k) Retirement PlanCleaves-Bessmer-Marietti, In…$2MAlliance Plastics, LLC 401(k) Profit Sharing PlanAlliance Plastics, LLC 401(k…$2MJones & Jones Management Group 401(k)Jones & Jones Management Gro…$2MPaul M Chapman Cpa LLC 401(k) PlanPaul M Chapman Cpa LLC 401(k…$2MThe Helper Bees 401(k) Plan$2M
End-of-year total assets ($M) among Jones & Jones Management Group 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jones & Jones Management Group years around the 2023 move

Sponsor-wide plan assets over time

All Jones & Jones Management Group plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.32M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 90 $1M
2023 1 94 $2M
2024 1 95 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$351K
Employer EIN952754836
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jones & Jones Management Group 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jones & Jones Management Group 401(k), Total assets ($B): 0.001674892 · Participants: 94Jones & Jones Management Group 401(k)Wells 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 & Jones Management Group 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Jones & Jones Management Group 401(k) side-by-side with 3 peers →

Jones & Jones Management Group 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Paul M Chapman Cpa LLC 401(k) Plan in KS ($2M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 & Jones Management Group 401(k) assets move in 2023? ▼
Jones & Jones Management Group 401(k) grew sharply - up 26.5% during 2023, from $1M to $2M. Reported net income was $351K.
Which 401(k) plans are similar in size to Jones & Jones Management Group 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Paul M Chapman Cpa LLC 401(k) Plan in KS ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Jones & Jones Management Group 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 952754836.

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.