401(k) · DOL Form 5500 · 2024

Jones Company, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
112
Participants Small participant base
54th
Percentile by assets National rank
$81,352
Avg per participant Below avg balance/head
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Official DOL plan name: Jones Companies Retirement Plan · Sponsored by Jones Company, LLC · Tennessee · Manufacturing

$9M in assets, 112 participants

Jones Company, LLC's Jones Companies Retirement Plan reported $9M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #6,926 in Manufacturing (17,777 peers)

Coverage in Tennessee

Jones Companies Retirement Plan covers 112 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#6,926
in Manufacturing (17,777 peers)
+18.8%
assets growth YoY

Jones Companies Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Jones Companies Retirement Plan vs every filed plan by assets

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

$9,111,414 Top 46% higher than 54% 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 Companies Retirement 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. Jones Companies Retirement Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jones Companies Retirement Plan reported net income rose from -$594K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Jones Companies Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Jones Companies Retirement Plan reported participants rose from 110 in the plan year 2023 filing to 112 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 621296826 · Jones Company, LLC PY 2024 · 401(k)

Jones Companies Retirement Plan · $9M · 112 · 54th

  • SCH $9M
  • EBSA 112
  • PART 54th
  • TYPE 401(k)
  • NET near Davis Miles, PLLC 401(k) Plan
  • BOOK ind #6926

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 Manufacturing retirement plans → · Plans in Tennessee →

Jones Companies Retirement Plan in the asset neighbourhood

Jones Companies Retirement PlanJones Companies Retirement P…$9MDavis Miles, PLLC 401(k) Plan$9MNacg Texas, Inc. 401(k) Plan$9MTrish Mcevoy Ltd. 401(k) Plan$9MCme Manufacturing Employees Retirement and Savings PlanCme Manufacturing Employees …$9M
End-of-year total assets ($M) among Jones Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN621296826
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones Company, LLC)

Sponsor-wide plan assets over time

All Jones Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.292640494770325% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $8.26M $9.11M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 144 $8M
2023 1 110 $8M
2024 1 112 $9M

Nearby 401(k) Plans in Tennessee

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

Jones Companies Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Jones Companies Retirement Plan, Total assets ($B): 0.009111414 · Participants: 112Jones Companies Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Jones Companies Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Jones Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Davis Miles, PLLC 401(k) Plan in AZ ($9M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Companies Retirement Plan assets move in 2024?
Jones Companies Retirement Plan grew sharply - up 18.8% during 2024, from $8M to $9M. Reported net income was $1M.
How have Jones Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Jones Company, LLC's sponsor-wide assets grew 10.3%, from $8M to $9M.
Which 401(k) plans are similar in size to Jones Companies Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Davis Miles, PLLC 401(k) Plan in AZ ($9M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Jones Companies Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants, N/A in assets).