ESOP · DOL Form 5500 · 2023
Charles D. Jones & Company, Inc. ESOP
Data updated 2026-08-11
- $64M
- Total assets
- 136
- Participants
- 88th
- Percentile by assets
- $473,211
- Avg per participant
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.
- 88th percentile by assets (of 127,072 plans)
- #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.
- $64M
- total plan assets (2023 EOY)
- 136
- covered participants
- 88th
- percentile by assets (of 127,072 plans)
- $473,211
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Charles D. Jones & Company, Inc. Employee Stock Ownership Plan reports 136 participants - about 18% of that state average ($64M EOY assets).
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.)
| 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.
Charles D. Jones & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Charles D. Jones & Company, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Charles D. Jones & Company, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Charles D. Jones & Company, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
- Charles D. Jones & Company, Inc.'s sponsor-wide assets have grown 66.8% since 2022 across 3 plan years on file. More Wholesale Trade plans