401(k) · DOL Form 5500 · 2023

Jones Street Residential, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
127
Participants Small participant base
38th
Percentile by assets National rank
$26,636
Avg per participant Low balance/head
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Official DOL plan name: Jones Street Residential, Inc. 401(k) Plan · Sponsored by Jones Street Residential, Inc. · Massachusetts · Real Estate

$3M in assets, 127 participants

Jones Street Residential, Inc.'s Jones Street Residential, Inc. 401(k) Plan reported $3M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,714 in Real Estate (4,727 peers)

Coverage in Massachusetts

Jones Street Residential, Inc. 401(k) Plan covers 127 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#2,714
in Real Estate (4,727 peers)
+56.8%
assets growth YoY

Jones Street Residential, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Jones Street Residential, Inc. 401(k) Plan vs every filed plan by assets

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

$3,382,820 38th percentile higher than 38% 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 Street Residential, 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. Jones Street Residential, Inc. 401(k) Plan sits mid-pack in the medium band (127 participants).

DOL schedule card

Filing strip 822365391 · Jones Street Residential, Inc. PY 2023 · 401(k)

Jones Street Residential, Inc. 401(k) Plan · $3M · 127 · 38th

  • IND $3M
  • IND 127
  • IND 38th
  • IND 401(k)
  • IND near Pure's Food Specialties 401(k) Plan
  • IND ind #2714

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 Real Estate retirement plans → · Plans in Massachusetts →

Jones Street Residential, Inc. 401(k) Plan in the asset neighbourhood

Jones Street Residential, Inc. 401(k) PlanJones Street Residential, In…$3MPure's Food Specialties 401(k) PlanPure's Food Specialties 401(…$3MInteractive Forums, Inc. 401(k) PlanInteractive Forums, Inc. 401…$3MRogers-Dabbs Chevrolet, Inc. 401(k) PlanRogers-Dabbs Chevrolet, Inc.…$3MFitlab 401(k) Plan$3M
End-of-year total assets ($M) among Jones Street Residential, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN822365391
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones Street Residential, Inc.)

Sponsor-wide plan assets over time

All Jones Street Residential, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 48.173742617106434% vs 2023
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 20232024 $3.38M $5.01M ▲ +48.2%
Year Plans Participants Total Assets
2023 1 127 $3M
2024 1 154 $5M

Nearby 401(k) Plans in Massachusetts

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

Jones Street Residential, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Jones Street Residential, Inc. 401(k) Plan, Total assets ($B): 0.00338282 · Participants: 127Jones Street Residential, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Jones Street Residential, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Jones Street Residential, Inc. 401(k) Plan side-by-side with 3 peers →

Jones Street Residential, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Pure's Food Specialties 401(k) Plan in IL ($3M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Street Residential, Inc. 401(k) Plan assets move in 2023? ▼
Jones Street Residential, Inc. 401(k) Plan surged - up 56.8% during 2023, from $2M to $3M. Reported net income was $1M.
How have Jones Street Residential, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jones Street Residential, Inc.'s sponsor-wide assets grew 48.2%, from $3M to $5M.
Which 401(k) plans are similar in size to Jones Street Residential, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pure's Food Specialties 401(k) Plan in IL ($3M, 400 participants).
Which 401(k) plans cover a similar participant headcount to Jones Street Residential, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 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 822365391.

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.