Defined Benefit (Pension) · DOL Form 5500 · 2023

R.a Jones & Co. Inc. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
68
Participants Small participant base
63rd
Percentile by assets National rank
$180,875
Avg per participant Above avg balance/head
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Official DOL plan name: R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan · Sponsored by R.a Jones & Co. Inc. · Kentucky · Manufacturing

$12M in assets, 68 participants

R.a Jones & Co. Inc.'s R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan reported $12M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,426 in Manufacturing (18,722 peers)

R.a Jones & Co. Inc. multi-year trail

R.a Jones & Co. Inc.'s plans moved +18.5% in assets from 2022 to 2024; this filing shows R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan at $12M / 68 participants.

#9,426
in Manufacturing (18,722 peers)
+7.5%
assets growth YoY

R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan's mid-pack asset rank among Manufacturing and all filers

R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan vs every filed plan by assets

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

$12,299,501 Top 37% higher than 63% 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

R.a. Jones & Co. Inc. Company Funded Defined Benefit 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. R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan reported net income rose from -$7M in the plan year 2022 filing to $857K in the plan year 2023 filing.
  • R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan reported participants fell from 80 in the plan year 2022 filing to 68 in the plan year 2023 filing.
  • R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 461783155 · R.a Jones & Co. Inc. PY 2023 · Defined Benefit (Pension)

R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan · $12M · 68 · 63rd

  • EIN $12M
  • EIN 68
  • EIN 63rd
  • EIN Defined Benefit (Pension)
  • EIN near Bokers, Inc. Salaried Pension Plan
  • EIN ind #9426

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 Kentucky →

R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan in the asset neighbourhood

Bokers, Inc. Salaried Pension PlanBokers, Inc. Salaried Pensio…$12MViscofan USA, Inc. Retirement PlanViscofan USA, Inc. Retiremen…$12MR.a. Jones & Co. Inc. Company Funded Defined Benefit PlanR.a. Jones & Co. Inc. Compan…$12MThe Wicor Americas Group Pension PlanThe Wicor Americas Group Pen…$12MUniversity Neurosurgical Associates, P.C. Vip PlanUniversity Neurosurgical Ass…$12M
End-of-year total assets ($M) among R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

R.a Jones & Co. Inc. multi-year asset trail

Sponsor-wide plan assets over time

All R.a Jones & Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$235M 18.53938975056305% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $199M $235M ▲ +18.5%
Year Plans Participants Total Assets
2022 4 958 $199M
2023 3 935 $212M
2024 3 1,018 $235M

R.a Jones & Co. Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$857K
Employer EIN461783155
Plan Effective Date1957-12-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Kentucky

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

R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan, Total assets ($B): 0.012299501 · Participants: 68R.a. Jones & Co. Inc. Company Funded Defined Benefit PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan side-by-side with 3 peers →

R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Bokers, Inc. Salaried Pension Plan in MN ($12M); by covered participants it is Michigan Health and Hospital Association Staff Pension Plan in MI (68 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (68 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 R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan assets move in 2023? ▼
R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan grew at a solid clip - up 7.5% during 2023, from $11M to $12M. Reported net income was $857K.
How have R.a Jones & Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.a Jones & Co. Inc.'s sponsor-wide assets grew 18.5%, from $199M to $235M.
Which Defined Benefit (Pension) plans are similar in size to R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bokers, Inc. Salaried Pension Plan in MN ($12M, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Michigan Health and Hospital Association Staff Pension Plan in MI (68 participants, N/A 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 461783155.

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.