Defined Benefit (Pension) · DOL Form 5500 · 2024

Jones Family Medicine Clinic, PLLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
32nd
Percentile by assets National rank
$107,989
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jones Family Medicine Clinic, PLLC Cash Balance Plan · Sponsored by Jones Family Medicine Clinic, PLLC · Mississippi · Healthcare & Social Assistance

$3M in assets, 24 participants

Jones Family Medicine Clinic, PLLC's Jones Family Medicine Clinic, PLLC Cash Balance Plan reported $3M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,360 in Healthcare & Social Assistance (16,916 peers)

Jones Family Medicine Clinic, PLLC multi-year trail

Jones Family Medicine Clinic, PLLC's plans moved +10.7% in assets from 2022 to 2024; this filing shows Jones Family Medicine Clinic, PLLC Cash Balance Plan at $3M / 24 participants.

#5,360
in Healthcare & Social Assistance (16,916 peers)
+5.0%
assets growth YoY

Jones Family Medicine Clinic, PLLC Cash Balance Plan among the smaller filed plans by assets

Jones Family Medicine Clinic, PLLC Cash Balance Plan vs every filed plan by assets

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

$2,591,730 32nd percentile higher than 32% 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

Jones Family Medicine Clinic, PLLC Cash Balance Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jones Family Medicine Clinic, PLLC Cash Balance Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jones Family Medicine Clinic, PLLC Cash Balance Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 352168757 · Jones Family Medicine Clinic, PLLC PY 2024 · Defined Benefit (Pension)

Jones Family Medicine Clinic, PLLC Cash Balance Plan · $3M · 24 · 32nd

  • RANK $3M
  • PHOTO 24
  • IND 32nd
  • EOY Defined Benefit (Pension)
  • 5500 near Ameriti Manufacturing Company UAW Restated Amended Pension Plan
  • ASSETS ind #5360

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 Healthcare & Social Assistance retirement plans → · Plans in Mississippi →

Jones Family Medicine Clinic, PLLC Cash Balance Plan in the asset neighbourhood

Mmx Management Cash Balance PlanMmx Management Cash Balance …$3MAnne Silva Retirement Plan and TrustAnne Silva Retirement Plan a…$3MJones Family Medicine Clinic, PLLC Cash Balance PlanJones Family Medicine Clinic…$3MAmeriti Manufacturing Company UAW Restated Amended Pension PlanAmeriti Manufacturing Compan…$3MLaw Companies Group, Inc. Pension PlanLaw Companies Group, Inc. Pe…$3M
End-of-year total assets ($M) among Jones Family Medicine Clinic, PLLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Jones Family Medicine Clinic, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Jones Family Medicine Clinic, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.65143855451624% vs 2022
2024 filing year
$2.3M$2.4M$2.5M$2.6M$2.7M 202220232024 $2.34M $2.59M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 24 $2M
2024 1 24 $3M

Jones Family Medicine Clinic, PLLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$123K
Employer EIN352168757
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jones Family Medicine Clinic, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600800 Total assets ($M) Participants Jones Family Medicine Clinic, PLLC Cash Balance Plan, Total assets ($M): 2.59173 · Participants: 24Jones Family Medicine Clinic, PLLC Cash Balance PlanHancock Whitney Corporation Pension Plan, Total assets ($M): 734.511636 · Participants: 1627Hancock Whitney Corporation Pension PlanSfb Casualty Ins Co Retirement Plan, Total assets ($M): 445.642648 · Participants: 1529Sfb Casualty Ins Co Retirement PlanCadence Retirement Plan and Trust Agreement, Total assets ($M): 341.427361 · Participants: 5242Cadence Retirement Plan and Trust AgreementSouthern Farm Bureau Life Insurance Company Retirement Plan, Total assets ($M): 222.334772 · Participants: 628Southern Farm Bureau Life Insurance Company Retirement PlanPension Plan for Employees of Central Service Association, Total assets ($M): 186.863041 · Participants: 473Pension Plan for Employees of Central Service Association
Jones Family Medicine Clinic, PLLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Jones Family Medicine Clinic, PLLC Cash Balance Plan side-by-side with 3 peers →

Jones Family Medicine Clinic, PLLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Ameriti Manufacturing Company UAW Restated Amended Pension Plan in MI ($3M); by covered participants it is Employees' Retirement Plan of Centrus Energy Corp. in MD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Jones Family Medicine Clinic, PLLC Cash Balance Plan assets move in 2024? ▼
Jones Family Medicine Clinic, PLLC Cash Balance Plan grew at a solid clip - up 5.0% during 2024, from $2M to $3M. Reported net income was $123K.
How have Jones Family Medicine Clinic, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones Family Medicine Clinic, PLLC's sponsor-wide assets grew 10.7%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Jones Family Medicine Clinic, PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ameriti Manufacturing Company UAW Restated Amended Pension Plan in MI ($3M, 41 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jones Family Medicine Clinic, PLLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Centrus Energy Corp. in MD (24 participants, $6M 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 352168757.

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.