401(k) · DOL Form 5500 · 2023

Charles D. Jones & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
182
Participants Below avg headcount
66th
Percentile by assets National rank
$77,165
Avg per participant Below avg balance/head
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Official DOL plan name: Charles D. Jones & Company, Inc. 401(k) Plan · Sponsored by Charles D. Jones & Company, Inc. · Missouri · Wholesale Trade

$14M in assets, 182 participants

Charles D. Jones & Company, Inc.'s Charles D. Jones & Company, Inc. 401(k) Plan reported $14M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,758 in Wholesale Trade (6,309 peers)

Coverage in Missouri

Charles D. Jones & Company, Inc. 401(k) Plan covers 182 participants in Missouri, about 25% of the average Missouri filer (state average ~737 per filing). Assets: $14M.

#3,758
in Wholesale Trade (6,309 peers)
+20.2%
assets growth YoY

Charles D. Jones & Company, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Charles D. Jones & Company, Inc. 401(k) Plan vs every filed plan by assets

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

$14,044,120 Top 34% higher than 66% 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

Charles D. Jones & Company, Inc. 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. Charles D. Jones & Company, Inc. 401(k) Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles D. Jones & Company, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Charles D. Jones & Company, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Charles D. Jones & Company, Inc. 401(k) Plan reported participants rose from 164 in the plan year 2022 filing to 182 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 440538292 · Charles D. Jones & Company, Inc. PY 2023 · 401(k)

Charles D. Jones & Company, Inc. 401(k) Plan · $14M · 182 · 66th

  • BOOK $14M
  • BOOK 182
  • BOOK 66th
  • BOOK 401(k)
  • BOOK near Cummins Behavioral Health Systems, Inc. 401(k) Plan
  • BOOK ind #3758

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 Wholesale Trade retirement plans → · Plans in Missouri →

Charles D. Jones & Company, Inc. 401(k) Plan in the asset neighbourhood

Charles D. Jones & Company, Inc. 401(k) PlanCharles D. Jones & Company, …$14MCummins Behavioral Health Systems, Inc. 401(k) PlanCummins Behavioral Health Sy…$14MToro Enterprises, Inc. Employee Stock Ownership PlanToro Enterprises, Inc. Emplo…$14MCa Fortune 401(k) Plan$14MPrecision Diagnostics 401(k) Profit Sharing PlanPrecision Diagnostics 401(k)…$14M
End-of-year total assets ($M) among Charles D. Jones & Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN440538292
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles D. Jones & Company, Inc.)

Sponsor-wide plan assets over time

All Charles D. Jones & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 66.84373209160178% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $53.3M $88.9M ▲ +66.9%
Year Plans Participants Total Assets
2022 2 301 $53M
2023 2 318 $78M
2024 2 353 $89M

Nearby 401(k) Plans in Missouri

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

Charles D. Jones & Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Charles D. Jones & Company, Inc. 401(k) Plan, Total assets ($B): 0.01404412 · Participants: 182Charles D. Jones & Company, Inc. 401(k) PlanEdward 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 Plan
Charles D. Jones & Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Charles D. Jones & Company, Inc. 401(k) Plan side-by-side with 3 peers →

Charles D. Jones & Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Cummins Behavioral Health Systems, Inc. 401(k) Plan in IN ($14M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Charles D. Jones & Company, Inc. 401(k) Plan assets move in 2023? ▼
Charles D. Jones & Company, Inc. 401(k) Plan grew sharply - up 20.2% during 2023, from $12M to $14M. Reported net income was $2M.
How have Charles D. Jones & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles D. Jones & Company, Inc.'s sponsor-wide assets grew 66.8%, from $53M to $89M.
Which 401(k) plans are similar in size to Charles D. Jones & Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cummins Behavioral Health Systems, Inc. 401(k) Plan in IN ($14M, 416 participants).
Which 401(k) plans cover a similar participant headcount to Charles D. Jones & Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 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 440538292.

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.