401(k) · DOL Form 5500 · 2023
R.a Jones & Co. 401(k) Plan
Data updated 2026-08-25
- $191M
- Total assets Near avg plan size
- 848
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $225,582
- Avg per participant Above avg balance/head
Official DOL plan name: Coesia North America 401(k) Retirement Savings Plan · Sponsored by R.a Jones & Co. · Virginia · Manufacturing
$191M in assets, 848 participants
R.a Jones & Co.'s Coesia North America 401(k) Retirement Savings Plan reported $191M in total assets and 848 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #17,142 in Manufacturing (18,722 peers)
Where Coesia North America 401(k) Retirement Savings Plan sits by assets
Coesia North America 401(k) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $191M for 848 participants (~$225,582/participant), up 13.2% in 2023.
- #17,142
- in Manufacturing (18,722 peers)
- +13.2%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Coesia North America 401(k) Retirement Savings Plan's outsized position by total assets
Coesia North America 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$191,293,517 Top 5% higher than 95% 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
Coesia North America 401(k) Retirement Savings 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. Coesia North America 401(k) Retirement Savings Plan sits mid-pack in the medium band (848 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Coesia North America 401(k) Retirement Savings Plan reported net income rose from -$49M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Coesia North America 401(k) Retirement Savings Plan end-of-year assets rose from $169M in the plan year 2022 filing to $191M in the plan year 2023 filing.
- Coesia North America 401(k) Retirement Savings Plan reported participants rose from 817 in the plan year 2022 filing to 848 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 461783155 · R.a Jones & Co. PY 2023 · 401(k)
Coesia North America 401(k) Retirement Savings Plan · $191M · 848 · 95th
- 5500 $191M
- 5500 848
- 5500 95th
- 5500 401(k)
- 5500 near Trical Group 401(k) Savings Plan
- 5500 ind #17142
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 Manufacturing retirement plans → · Plans in Virginia →
Coesia North America 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $169M |
|---|---|
| Net Assets (End of Year) | $191M |
| Net Income | $22M |
| Employer EIN | 461783155 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R.a Jones & Co.)
Sponsor-wide plan assets over time
All R.a Jones & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $235M 18.53938975056305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 958 | $199M |
| 2023 | 3 | 935 | $212M |
| 2024 | 3 | 1,018 | $235M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Coesia North America 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Trical Group 401(k) Savings Plan in NC ($191M); by covered participants it is Community Medical Services 401(k) in AZ (848 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($191M here).
- Trical Group 401(k) Savings Plan (NC) $191M · 852
- Mistras Group, Inc. Salary Savings Plan (NJ) $191M · 3,265
- Oerlikon USA 401(k) Plan (NY) $191M · 1,270
- Pharmavite's 401(k) Savings Plan (CA) $191M · 1,759
Similar participant headcount
Nearest other-state filings by covered participants (848 participants); asset peers above are excluded.
- Community Medical Services 401(k) (AZ) 848 · 0 off
- Agilon Health Inc. 401(k) Profit Sharing Plan (TX) 848 · 0 off
- Arisa Health 401(k) Plan (AR) 848 · 0 off
- Klosterman Baking Company Profit Sharing Plan (OH) 848 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.