Defined Benefit (Pension) · DOL Form 5500 · 2023

Jones Family Medicine Clinic, PLLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
24
Participants Small participant base
33rd
Percentile by assets National rank
$102,846
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jones Family Medicine Clinic, PLLC Cash Balance Plan · Sponsored by Jones Family Medicine Clinic, PLLC · Mississippi · Healthcare & Social Assistance

$2M in assets, 24 participants

Jones Family Medicine Clinic, PLLC's Jones Family Medicine Clinic, PLLC Cash Balance Plan reported $2M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,791 in Healthcare & Social Assistance (17,684 peers)

Jones Family Medicine Clinic, PLLC multi-year trail

Jones Family Medicine Clinic, PLLC's plans moved +10.7% in assets from 2022 to 2024; this filing shows Jones Family Medicine Clinic, PLLC Cash Balance Plan at $2M / 24 participants.

#5,791
in Healthcare & Social Assistance (17,684 peers)
+5.4%
assets growth YoY

Jones Family Medicine Clinic, PLLC Cash Balance Plan among the smaller filed plans by assets

Jones Family Medicine Clinic, PLLC Cash Balance Plan vs every filed plan by assets

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

$2,468,314 33rd percentile higher than 33% 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 Family Medicine Clinic, PLLC Cash Balance Plan 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 Family Medicine Clinic, PLLC Cash Balance Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jones Family Medicine Clinic, PLLC Cash Balance Plan reported net income fell from $450K in the plan year 2022 filing to $126K in the plan year 2023 filing.
  • Jones Family Medicine Clinic, PLLC Cash Balance Plan reported participants rose from 21 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Jones Family Medicine Clinic, PLLC Cash Balance Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352168757 · Jones Family Medicine Clinic, PLLC PY 2023 · Defined Benefit (Pension)

Jones Family Medicine Clinic, PLLC Cash Balance Plan · $2M · 24 · 33rd

  • SCH $2M
  • SCH 24
  • SCH 33rd
  • SCH Defined Benefit (Pension)
  • SCH near Pepsi-Cola Hourly Employees' Retirement Plan
  • SCH ind #5791

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 Healthcare & Social Assistance retirement plans → · Plans in Mississippi →

Jones Family Medicine Clinic, PLLC Cash Balance Plan in the asset neighbourhood

Edward K. Holly, D.D.S. Cash Balance PlanEdward K. Holly, D.D.S. Cash…$2MHanson Operating Company, Inc. Defined Benefit PlanHanson Operating Company, In…$2MJones Family Medicine Clinic, PLLC Cash Balance PlanJones Family Medicine Clinic…$2MPepsi-Cola Hourly Employees' Retirement PlanPepsi-Cola Hourly Employees'…$2MAapex Community Pharmacy Defined Benefit PlanAapex Community Pharmacy Def…$2M
End-of-year total assets ($M) among Jones Family Medicine Clinic, PLLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Jones Family Medicine Clinic, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Jones Family Medicine Clinic, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.65143855451624% vs 2022
2024 filing year
$2.3M$2.4M$2.5M$2.6M$2.7M 202220232024 $2.34M $2.59M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 24 $2M
2024 1 24 $3M

Jones Family Medicine Clinic, PLLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$126K
Employer EIN352168757
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jones Family Medicine Clinic, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600800 Total assets ($M) Participants Jones Family Medicine Clinic, PLLC Cash Balance Plan, Total assets ($M): 2.468314 · Participants: 24Jones Family Medicine Clinic, PLLC Cash Balance PlanHancock Whitney Corporation Pension Plan, Total assets ($M): 745.772396 · Participants: 1723Hancock Whitney Corporation Pension PlanNorth Mississippi Health Services, Inc. Retirement Plan & Trust Agreement, Total assets ($M): 491.683623 · Participants: 1837North Mississippi Health Services, Inc. Retirement Plan & Trust AgreementSfb Casualty Ins Co Retirement Plan, Total assets ($M): 430.75458 · Participants: 1492Sfb Casualty Ins Co Retirement PlanCadence Retirement Plan and Trust Agreement, Total assets ($M): 337.803252 · Participants: 4758Cadence Retirement Plan and Trust AgreementSouthern Farm Bureau Life Insurance Company Retirement Plan, Total assets ($M): 229.947844 · Participants: 607Southern Farm Bureau Life Insurance Company Retirement Plan
Jones Family Medicine Clinic, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Jones Family Medicine Clinic, PLLC Cash Balance Plan side-by-side with 3 peers →

Jones Family Medicine Clinic, PLLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Pepsi-Cola Hourly Employees' Retirement Plan in NY ($2M); by covered participants it is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Family Medicine Clinic, PLLC Cash Balance Plan assets move in 2023? ▼
Jones Family Medicine Clinic, PLLC Cash Balance Plan grew at a solid clip - up 5.4% during 2023, from $2M to $2M. Reported net income was $126K.
How have Jones Family Medicine Clinic, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones Family Medicine Clinic, PLLC's sponsor-wide assets grew 10.7%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Jones Family Medicine Clinic, PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pepsi-Cola Hourly Employees' Retirement Plan in NY ($2M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jones Family Medicine Clinic, PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants, $2M 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 352168757.

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.