ESOP · DOL Form 5500 · 2023
Charles D. Jones & Company, Inc. ESOP
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 136
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $473,211
- Avg per participant High balance/head
Official DOL plan name: Charles D. Jones & Company, Inc. Employee Stock Ownership Plan · Sponsored by Charles D. Jones & Company, Inc. · Missouri · Wholesale Trade
$64M in assets, 136 participants
Charles D. Jones & Company, Inc.'s Charles D. Jones & Company, Inc. Employee Stock Ownership Plan reported $64M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #5,644 in Wholesale Trade (6,309 peers)
Coverage in Missouri
Charles D. Jones & Company, Inc. Employee Stock Ownership Plan covers 136 participants in Missouri, about 18% of the average Missouri filer (state average ~737 per filing). Assets: $64M.
- #5,644
- in Wholesale Trade (6,309 peers)
- +54.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Charles D. Jones & Company, Inc. Employee Stock Ownership Plan's outsized position by total assets
Charles D. Jones & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$64,356,760 Top 12% higher than 88% 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
Charles D. Jones & Company, Inc. Employee Stock Ownership 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. Charles D. Jones & Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charles D. Jones & Company, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Charles D. Jones & Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $42M in the plan year 2022 filing to $64M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 440538292 · Charles D. Jones & Company, Inc. PY 2023 · ESOP
Charles D. Jones & Company, Inc. Employee Stock Ownership Plan · $64M · 136 · 88th
- VS-ST $64M
- VS-ST 136
- VS-ST 88th
- VS-ST ESOP
- VS-ST near Mortenson Dental Partners Employee Stock Ownership Plan
- VS-ST ind #5644
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 What is an ESOP? → · Plans in Missouri →
Charles D. Jones & Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $23M |
| Employer EIN | 440538292 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles D. Jones & Company, Inc.)
Sponsor-wide plan assets over time
All Charles D. Jones & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $89M 66.84373209160178% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 301 | $53M |
| 2023 | 2 | 318 | $78M |
| 2024 | 2 | 353 | $89M |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
- Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
- Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
- Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
- Emery Sapp Employee Stock Ownership Plan $313M · 1,947
Charles D. Jones & Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Mortenson Dental Partners Employee Stock Ownership Plan in KY ($64M); by covered participants it is Metcut Employee Stock Ownership Trust in OH (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Metcut Employee Stock Ownership Trust (OH) 136 · 0 off
- Mksk Employee Stock Ownership Plan (OH) 136 · 0 off
- Blt Communications, LLC Employee Stock Ownership Plan (CA) 136 · 0 off
- Jcj Employee Stock Ownership Plan (CT) 136 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.