401(k) · DOL Form 5500 · 2023

Jones Companies, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
885
Participants Near avg headcount
80th
Percentile by assets National rank
$35,453
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jones Companies 401(k) Plan · Sponsored by Jones Companies, LLC · Mississippi · Manufacturing

$31M in assets, 885 participants

Jones Companies, LLC's Jones Companies 401(k) Plan reported $31M in total assets and 885 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,454 in Manufacturing (18,722 peers)

Coverage in Mississippi

Jones Companies 401(k) Plan covers 885 participants in Mississippi, 2.4x the typical Mississippi plan (state average ~366 per filing). Assets: $31M.

#13,454
in Manufacturing (18,722 peers)
+28.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jones Companies 401(k) Plan's outsized position by total assets

Jones Companies 401(k) Plan vs every filed plan by assets

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

$31,375,834 Top 20% higher than 80% 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

Jones Companies 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. Jones Companies 401(k) Plan sits mid-pack in the medium band (885 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jones Companies 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Jones Companies 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Jones Companies 401(k) Plan reported participants rose from 726 in the plan year 2022 filing to 885 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 475263562 · Jones Companies, LLC PY 2023 · 401(k)

Jones Companies 401(k) Plan · $31M · 885 · 80th

  • BOY $31M
  • SCH 885
  • EBSA 80th
  • PART 401(k)
  • TYPE near Klondike Cheese Co. 401(k) Retirement Plan
  • NET ind #13454

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 Mississippi →

Jones Companies 401(k) Plan in the asset neighbourhood

Jones Companies 401(k) Plan$31ME. a. Renfroe & Company, Inc. 401(k) PlanE. a. Renfroe & Company, Inc…$31MKightlinger & Gray, LLP 401(k) Profit Sharing PlanKightlinger & Gray, LLP 401(…$31MKlondike Cheese Co. 401(k) Retirement PlanKlondike Cheese Co. 401(k) R…$31MTuro Retirement Plan$31M
End-of-year total assets ($M) among Jones Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$31M
Net Income$8M
Employer EIN475263562
Plan Effective Date1977-04-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones Companies, LLC)

Sponsor-wide plan assets over time

All Jones Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 80.87504692952389% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $24.4M $44.2M ▲ +80.9%
Year Plans Participants Total Assets
2022 1 726 $24M
2023 1 885 $31M
2024 1 1,192 $44M

Nearby 401(k) Plans in Mississippi

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

Jones Companies 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -20002004006008001000 Total assets ($M) Participants Jones Companies 401(k) Plan, Total assets ($M): 31.375834 · Participants: 885Jones Companies 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Jones Companies 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Jones Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Klondike Cheese Co. 401(k) Retirement Plan in WI ($31M); by covered participants it is Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan in IN (885 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (885 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 Jones Companies 401(k) Plan assets move in 2023? ▼
Jones Companies 401(k) Plan grew sharply - up 28.5% during 2023, from $24M to $31M. Reported net income was $8M.
How have Jones Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones Companies, LLC's sponsor-wide assets grew 80.9%, from $24M to $44M.
Where does Jones Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Jones Companies 401(k) Plan ranks in the 80th 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 Jones Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Klondike Cheese Co. 401(k) Retirement Plan in WI ($31M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Jones Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan in IN (885 participants, $210M 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 475263562.

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.