401(k) · DOL Form 5500 · 2023

Edward D. Jones & Co., L.P. 401(k) Plan

Data updated 2026-08-25

$10.6B
Total assets Mega-plan scale
49,944
Participants Very large workforce
100th
Percentile by assets National rank
$212,137
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edward D. Jones & Co. Profit Sharing and 401(k) Plan · Sponsored by Edward D. Jones & Co., L.P. · Missouri · Finance & Insurance

$10.6B in assets, 49,944 participants

Edward D. Jones & Co., L.P.'s Edward D. Jones & Co. Profit Sharing and 401(k) Plan reported $10.6B in total assets and 49,944 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,855 in Finance & Insurance (8,869 peers)

Coverage in Missouri

Edward D. Jones & Co. Profit Sharing and 401(k) Plan covers 49,944 participants in Missouri, 68x the typical Missouri plan (state average ~737 per filing). Assets: $10.6B.

#8,855
in Finance & Insurance (8,869 peers)
+22.0%
assets growth YoY
106×
vs typical plan assets (national mean)

Edward D. Jones & Co. Profit Sharing and 401(k) Plan's outsized position by total assets

Edward D. Jones & Co. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$10,594,991,308 Highest reported value at or above every one 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

Edward D. Jones & Co. Profit Sharing and 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edward D. Jones & Co. Profit Sharing and 401(k) Plan is a mega filing (49,944 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edward D. Jones & Co. Profit Sharing and 401(k) Plan reported net income rose from -$1.6B in the plan year 2022 filing to $1.9B in the plan year 2023 filing.
  • Edward D. Jones & Co. Profit Sharing and 401(k) Plan end-of-year assets rose from $8.7B in the plan year 2022 filing to $10.6B in the plan year 2023 filing.
  • Edward D. Jones & Co. Profit Sharing and 401(k) Plan reported participants rose from 47,923 in the plan year 2022 filing to 49,944 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 430345811 · Edward D. Jones & Co., L.P. PY 2023 · 401(k)

Edward D. Jones & Co. Profit Sharing and 401(k) Plan · $10.6B · 49,944 · 100th

  • PHOTO $10.6B
  • PHOTO 49,944
  • PHOTO 100th
  • PHOTO 401(k)
  • PHOTO near Leidos, Inc. Retirement Plan
  • PHOTO ind #8855

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 Finance & Insurance retirement plans → · Plans in Missouri →

Edward D. Jones & Co. Profit Sharing and 401(k) Plan in the asset neighbourhood

Shell Provident Fund$10.7BEdward D. Jones & Co. Profit Sharing and 401(k) PlanEdward D. Jones & Co. Profit…$10.6BLeidos, Inc. Retirement Plan$10.6BLiberty Mutual 401(k) Plan$10.6BThe Prudential Employee Savings PlanThe Prudential Employee Savi…$10.4B
End-of-year total assets ($B) among Edward D. Jones & Co. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$8.7B
Net Assets (End of Year)$10.6B
Net Income$1.9B
Employer EIN430345811
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edward D. Jones & Co., L.P.)

Sponsor-wide plan assets over time

All Edward D. Jones & Co., L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$12.4B 42.398585134976024% vs 2022
2024 filing year
$8B$10B$12B$14B 202220232024 $8.69B $12.4B ▲ +42.3%
Year Plans Participants Total Assets
2022 1 47,923 $8.7B
2023 1 49,944 $10.6B
2024 1 47,254 $12.4B

Nearby 401(k) Plans in Missouri

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

Edward D. Jones & Co. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 24681012 Total assets ($B) Participants Edward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.439957 · Participants: 15250Anheuser-Busch 401(k) Savings and Retirement Plan
Edward D. Jones & Co. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Edward D. Jones & Co. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Scale composition for Edward D. Jones & Co. Profit Sharing and 401(k) Plan

Edward D. Jones & Co. Profit Sharing and 401(k) Plan reports $10.6B in end-of-year assets across 49,944 participants (0.086% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.053% of 93,925,755 covered participants) - about $212,137 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2023 was $1.9B.

This plan identity (EIN 430345811, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.7B to $12.4B (+42.4%) while covered participants moved from 47,923 to 47,254 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 47,923 $8.7B Open filing
2023 49,944 $10.6B This page
2024 · index core 47,254 $12.4B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Edward D. Jones & Co. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Leidos, Inc. Retirement Plan in VA ($10.6B); by covered participants it is Menard, Inc. 401(k) Plan in WI (50,234 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (49,944 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 Edward D. Jones & Co. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Edward D. Jones & Co. Profit Sharing and 401(k) Plan grew sharply - up 22.0% during 2023, from $8.7B to $10.6B. Reported net income was $1.9B.
How have Edward D. Jones & Co., L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward D. Jones & Co., L.P.'s sponsor-wide assets grew 42.4%, from $8.7B to $12.4B.
Where does Edward D. Jones & Co. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Edward D. Jones & Co. Profit Sharing and 401(k) Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Edward D. Jones & Co. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leidos, Inc. Retirement Plan in VA ($10.6B, 27,043 participants).
Which 401(k) plans cover a similar participant headcount to Edward D. Jones & Co. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Menard, Inc. 401(k) Plan in WI (50,234 participants, $247M 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 430345811.

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.