ESOP · DOL Form 5500 · 2023
Jones, Edmunds & Associates, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 27th
- Percentile by assets National rank
Official DOL plan name: Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Jones, Edmunds & Associates, Inc. · Florida · Professional & Technical Services
$1M in assets, N/A participants
Jones, Edmunds & Associates, Inc.'s Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #4,501 in Professional & Technical Services (20,321 peers)
Jones, Edmunds & Associates, Inc. multi-year trail
Jones, Edmunds & Associates, Inc.'s plans moved -73.6% in assets from 2022 to 2024; this filing shows Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan at $1M / N/A participants.
- #4,501
- in Professional & Technical Services (20,321 peers)
- $439K
- reported net income
Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,400,000 27th percentile higher than 27% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 591533071 · Jones, Edmunds & Associates, Inc. PY 2023 · ESOP
Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan · $1M · N/A · 27th
- EBSA $1M
- EBSA N/A
- EBSA 27th
- EBSA ESOP
- EBSA near Stottler Henke Associates Employee Stock Ownership Plan
- EBSA ind #4501
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 What is an ESOP? → · Plans in Florida →
Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Jones, Edmunds & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jones, Edmunds & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 73.63353384080705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 151 | $28M |
| 2023 | 2 | 150 | $1M |
| 2024 | 1 | 129 | $7M |
Jones, Edmunds & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $439K |
| Net Income | $439K |
| Employer EIN | 591533071 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside Florida, the nearest ESOP by end-of-year assets is Stottler Henke Associates Employee Stock Ownership Plan in CA at $1M (this filing: $1M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Stottler Henke Associates Employee Stock Ownership Plan (CA) $1M · N/A
- Rochester Lead Works, Incorporated and Affiliates Employee Stock Ownership Plan (NY) $1M · N/A
- Riverhills Capital Corporation Employee Stock Ownership Plan (MS) $1M · 53
- Thermal Technologies, Inc. Employee Stock Ownership Plan (WI) $1M · 29
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.