401(k) · DOL Form 5500 · 2023

Dave Jones, LLC. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
539
Participants Below avg headcount
79th
Percentile by assets National rank
$56,309
Avg per participant Low balance/head
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Official DOL plan name: Dave Jones, LLC 401(k) Plan · Sponsored by Dave Jones, LLC. · Wisconsin · Construction

$30M in assets, 539 participants

Dave Jones, LLC.'s Dave Jones, LLC 401(k) Plan reported $30M in total assets and 539 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,020 in Construction (9,030 peers)

Where Dave Jones, LLC 401(k) Plan sits by assets

Dave Jones, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 539 participants (~$56,309/participant), up 32.2% in 2023.

#7,020
in Construction (9,030 peers)
+32.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Dave Jones, LLC 401(k) Plan's outsized position by total assets

Dave Jones, LLC 401(k) Plan vs every filed plan by assets

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

$30,350,431 Top 21% higher than 79% 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

Dave Jones, LLC 401(k) 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. Dave Jones, LLC 401(k) Plan sits mid-pack in the medium band (539 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dave Jones, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Dave Jones, LLC 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Dave Jones, LLC 401(k) Plan reported participants rose from 483 in the plan year 2022 filing to 539 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391331145 · Dave Jones, LLC. PY 2023 · 401(k)

Dave Jones, LLC 401(k) Plan · $30M · 539 · 79th

  • PART $30M
  • PART 539
  • PART 79th
  • PART 401(k)
  • PART near Aero Simulation, Inc. 401(k) Plan
  • PART ind #7020

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 Construction retirement plans → · Plans in Wisconsin →

Dave Jones, LLC 401(k) Plan in the asset neighbourhood

Dave Jones, LLC 401(k) Plan$30MAero Simulation, Inc. 401(k) PlanAero Simulation, Inc. 401(k)…$30MSpeedway Motors, Inc. 401(k) PlanSpeedway Motors, Inc. 401(k)…$30MEcho Maintenance 401(k) Plan$30MVns Federal Services, LLC Employee 401(k) Profit Sharing PlanVns Federal Services, LLC Em…$30M
End-of-year total assets ($M) among Dave Jones, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$30M
Net Income$7M
Employer EIN391331145
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dave Jones, LLC.)

Sponsor-wide plan assets over time

All Dave Jones, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 63.219004990046% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23M $37.5M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 483 $23M
2023 1 539 $30M
2024 1 590 $37M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Dave Jones, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Dave Jones, LLC 401(k) Plan, Total assets ($B): 0.030350431 · Participants: 539Dave Jones, LLC 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Dave Jones, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Dave Jones, LLC 401(k) Plan side-by-side with 3 peers →

Dave Jones, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Aero Simulation, Inc. 401(k) Plan in FL ($30M); by covered participants it is Nippon Dynawave Packaging Co. 401(k) Plan in WA (539 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (539 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 Dave Jones, LLC 401(k) Plan assets move in 2023? ▼
Dave Jones, LLC 401(k) Plan surged - up 32.2% during 2023, from $23M to $30M. Reported net income was $7M.
How have Dave Jones, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dave Jones, LLC.'s sponsor-wide assets grew 63.2%, from $23M to $37M.
Where does Dave Jones, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Dave Jones, LLC 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Dave Jones, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aero Simulation, Inc. 401(k) Plan in FL ($30M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Dave Jones, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nippon Dynawave Packaging Co. 401(k) Plan in WA (539 participants, $78M 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 391331145.

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.