401(k) · DOL Form 5500 · 2024

Forrest T. Jones & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
324
Participants Below avg headcount
80th
Percentile by assets National rank
$111,243
Avg per participant Below avg balance/head
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Official DOL plan name: Forrest T. Jones & Company Inc. Employees 401(k) Plan · Sponsored by Forrest T. Jones & Company, Inc. · Missouri · Finance & Insurance

$36M in assets, 324 participants

Forrest T. Jones & Company, Inc.'s Forrest T. Jones & Company Inc. Employees 401(k) Plan reported $36M in total assets and 324 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,884 in Finance & Insurance (8,549 peers)

Coverage in Missouri

Forrest T. Jones & Company Inc. Employees 401(k) Plan covers 324 participants in Missouri, about 44% of the average Missouri filer (state average ~737 per filing). Assets: $36M.

#5,884
in Finance & Insurance (8,549 peers)
+7.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Forrest T. Jones & Company Inc. Employees 401(k) Plan's outsized position by total assets

Forrest T. Jones & Company Inc. Employees 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$36,042,618 Top 20% higher than 80% of 123,620 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 2024

Forrest T. Jones & Company Inc. Employees 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forrest T. Jones & Company Inc. Employees 401(k) Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forrest T. Jones & Company Inc. Employees 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Forrest T. Jones & Company Inc. Employees 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Forrest T. Jones & Company Inc. Employees 401(k) Plan reported participants rose from 317 in the plan year 2023 filing to 324 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 431451185 · Forrest T. Jones & Company, Inc. PY 2024 · 401(k)

Forrest T. Jones & Company Inc. Employees 401(k) Plan · $36M · 324 · 80th

  • EIN $36M
  • EIN 324
  • EIN 80th
  • EIN 401(k)
  • EIN near Mullinax Ford Employees 401(k) Retirement Plan
  • EIN ind #5884

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 Finance & Insurance retirement plans → · Plans in Missouri →

Forrest T. Jones & Company Inc. Employees 401(k) Plan in the asset neighbourhood

Perlo Construction Group Retirement PlanPerlo Construction Group Ret…$36MForrest T. Jones & Company Inc. Employees 401(k) PlanForrest T. Jones & Company I…$36MMullinax Ford Employees 401(k) Retirement PlanMullinax Ford Employees 401(…$36MQvest.US, LLC$36MAffiliated Independent Distributors, Inc. 401(k) Retirement Plan and TrustAffiliated Independent Distr…$36M
End-of-year total assets ($M) among Forrest T. Jones & Company Inc. Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$36M
Net Income$3M
Employer EIN431451185
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forrest T. Jones & Company, Inc.)

Sponsor-wide plan assets over time

All Forrest T. Jones & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 24.758537594157904% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.9M $36M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 298 $29M
2023 1 317 $33M
2024 1 324 $36M

Nearby 401(k) Plans in Missouri

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

Forrest T. Jones & Company Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Forrest T. Jones & Company Inc. Employees 401(k) Plan, Total assets ($B): 0.036042618 · Participants: 324Forrest T. Jones & Company Inc. Employees 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Forrest T. Jones & Company Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Forrest T. Jones & Company Inc. Employees 401(k) Plan side-by-side with 3 peers →

Forrest T. Jones & Company Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Mullinax Ford Employees 401(k) Retirement Plan in FL ($36M); by covered participants it is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Forrest T. Jones & Company Inc. Employees 401(k) Plan assets move in 2024? ▼
Forrest T. Jones & Company Inc. Employees 401(k) Plan grew at a solid clip - up 7.9% during 2024, from $33M to $36M. Reported net income was $3M.
How have Forrest T. Jones & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forrest T. Jones & Company, Inc.'s sponsor-wide assets grew 24.8%, from $29M to $36M.
Where does Forrest T. Jones & Company Inc. Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Forrest T. Jones & Company Inc. Employees 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Forrest T. Jones & Company Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mullinax Ford Employees 401(k) Retirement Plan in FL ($36M, 854 participants).
Which 401(k) plans cover a similar participant headcount to Forrest T. Jones & Company Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431451185.

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.