401(k) · DOL Form 5500 · 2023

Jones - Mcleod, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
30
Participants Small participant base
52nd
Percentile by assets National rank
$248,131
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jones - Mcleod, Inc. Profit Sharing Plan · Sponsored by Jones - Mcleod, Inc. · Alabama · Other Services

$7M in assets, 30 participants

Jones - Mcleod, Inc.'s Jones - Mcleod, Inc. Profit Sharing Plan reported $7M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,649 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Jones - Mcleod, Inc. Profit Sharing Plan ranks #5,649 of 7,857 2023 filers by assets (270% of the sector average)-$7M for 30 participants.

#5,649
in Other Services (7,857 peers)
+30.3%
assets growth YoY

Jones - Mcleod, Inc. Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Jones - Mcleod, Inc. Profit Sharing Plan vs every filed plan by assets

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

$7,443,932 Top 48% higher than 52% 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 - Mcleod, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jones - Mcleod, Inc. Profit Sharing Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jones - Mcleod, Inc. Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jones - Mcleod, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Jones - Mcleod, Inc. Profit Sharing Plan reported participants rose from 26 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630435930 · Jones - Mcleod, Inc. PY 2023 · 401(k)

Jones - Mcleod, Inc. Profit Sharing Plan · $7M · 30 · 52nd

  • EBSA $7M
  • PART 30
  • TYPE 52nd
  • NET 401(k)
  • BOOK near Crews Auto Group 401(k) Plan
  • VS-ST ind #5649

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 Other Services retirement plans → · Plans in Alabama →

Jones - Mcleod, Inc. Profit Sharing Plan in the asset neighbourhood

Jones - Mcleod, Inc. Profit Sharing PlanJones - Mcleod, Inc. Profit …$7MCrews Auto Group 401(k) Plan$7MAdvanced Women's Healthcare, P.a. 401(k) PlanAdvanced Women's Healthcare,…$7MPlymouth Harbor, Inc. Retirement Savings PlanPlymouth Harbor, Inc. Retire…$7MThe Jane Pauley Community Health Center, Inc. 401(k) P/S PlanThe Jane Pauley Community He…$7M
End-of-year total assets ($M) among Jones - Mcleod, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN630435930
Plan Effective Date1983-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones - Mcleod, Inc.)

Sponsor-wide plan assets over time

All Jones - Mcleod, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 54.63728281022341% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.71M $8.83M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 26 $6M
2023 1 30 $7M
2024 1 34 $9M

Nearby 401(k) Plans in Alabama

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

Jones - Mcleod, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Jones - Mcleod, Inc. Profit Sharing Plan, Total assets ($B): 0.007443932 · Participants: 30Jones - Mcleod, Inc. Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Jones - Mcleod, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Jones - Mcleod, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Crews Auto Group 401(k) Plan in SC ($7M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 - Mcleod, Inc. Profit Sharing Plan assets move in 2023? ▼
Jones - Mcleod, Inc. Profit Sharing Plan surged - up 30.3% during 2023, from $6M to $7M. Reported net income was $2M.
How have Jones - Mcleod, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones - Mcleod, Inc.'s sponsor-wide assets grew 54.6%, from $6M to $9M.
Which 401(k) plans are similar in size to Jones - Mcleod, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crews Auto Group 401(k) Plan in SC ($7M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Jones - Mcleod, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants, $4M 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 630435930.

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.