401(k) · DOL Form 5500 · 2023

Jones/Covey Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
216
Participants Below avg headcount
40th
Percentile by assets National rank
$18,180
Avg per participant Low balance/head
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Official DOL plan name: Jones/Covey Group, Inc. 401(k) Plan · Sponsored by Jones/Covey Group, Inc. · California · Construction

$4M in assets, 216 participants

Jones/Covey Group, Inc.'s Jones/Covey Group, Inc. 401(k) Plan reported $4M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,422 in Construction (9,030 peers)

Coverage in California

Jones/Covey Group, Inc. 401(k) Plan covers 216 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $4M.

#3,422
in Construction (9,030 peers)
+16.5%
assets growth YoY

Jones/Covey Group, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Jones/Covey Group, Inc. 401(k) Plan vs every filed plan by assets

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

$3,926,796 40th percentile higher than 40% 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/Covey Group, 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/Covey Group, Inc. 401(k) Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jones/Covey Group, Inc. 401(k) Plan reported net income rose from $168K in the plan year 2022 filing to $557K in the plan year 2023 filing.
  • Jones/Covey Group, Inc. 401(k) Plan reported participants rose from 161 in the plan year 2022 filing to 216 in the plan year 2023 filing.
  • Jones/Covey Group, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330972369 · Jones/Covey Group, Inc. PY 2023 · 401(k)

Jones/Covey Group, Inc. 401(k) Plan · $4M · 216 · 40th

  • PART $4M
  • PART 216
  • PART 40th
  • PART 401(k)
  • PART near Rhg Profit Sharing Plan
  • PART ind #3422

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 Construction retirement plans → · Plans in California →

Jones/Covey Group, Inc. 401(k) Plan in the asset neighbourhood

Jones/Covey Group, Inc. 401(k) PlanJones/Covey Group, Inc. 401(…$4MRhg Profit Sharing Plan$4MCenterville Clinics, Inc. 401(k) PlanCenterville Clinics, Inc. 40…$4MTbmm 401(k) Plan$4MGps Hospitality 401(k) Plan$4M
End-of-year total assets ($M) among Jones/Covey Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$557K
Employer EIN330972369
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones/Covey Group, Inc.)

Sponsor-wide plan assets over time

All Jones/Covey Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.08060075806895% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.37M $4.79M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 161 $3M
2023 1 216 $4M
2024 2 171 $5M

Nearby 401(k) Plans in California

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

Jones/Covey Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jones/Covey Group, Inc. 401(k) Plan, Total assets ($B): 0.003926796 · Participants: 216Jones/Covey Group, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jones/Covey Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jones/Covey Group, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Rhg Profit Sharing Plan in GA ($4M); by covered participants it is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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/Covey Group, Inc. 401(k) Plan assets move in 2023? ▼
Jones/Covey Group, Inc. 401(k) Plan grew sharply - up 16.5% during 2023, from $3M to $4M. Reported net income was $557K.
How have Jones/Covey Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones/Covey Group, Inc.'s sponsor-wide assets grew 42.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Jones/Covey Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rhg Profit Sharing Plan in GA ($4M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Jones/Covey Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 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 330972369.

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.