Defined Benefit (Pension) · DOL Form 5500 · 2024
R.a Jones & Co. Inc. Pension Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $199,936
- Avg per participant Above avg balance/head
Official DOL plan name: R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan · Sponsored by R.a Jones & Co. Inc. · Kentucky · Manufacturing
$13M in assets, 63 participants
R.a Jones & Co. Inc.'s R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan reported $13M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #8,484 in Manufacturing (17,777 peers)
R.a Jones & Co. Inc. multi-year trail
R.a Jones & Co. Inc.'s plans moved +18.5% in assets from 2022 to 2024; this filing shows R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan at $13M / 63 participants.
- #8,484
- in Manufacturing (17,777 peers)
- +2.4%
- assets growth YoY
R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan's mid-pack asset rank among Manufacturing and all filers
R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,595,997 Top 39% higher than 61% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
R.a. Jones & Co. Inc. Company Funded Defined Benefit 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. R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan is a small filing (63 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan reported net income fell from $857K in the plan year 2023 filing to $296K in the plan year 2024 filing.
- R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan reported participants fell from 68 in the plan year 2023 filing to 63 in the plan year 2024 filing.
- R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 461783155 · R.a Jones & Co. Inc. PY 2024 · Defined Benefit (Pension)
R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan · $13M · 63 · 61st
- BOY $13M
- BOY 63
- BOY 61st
- BOY Defined Benefit (Pension)
- BOY near Asbestos Workers Syracuse Pension Fund
- BOY ind #8484
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 Kentucky →
R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan in the asset neighbourhood
R.a Jones & Co. Inc. multi-year asset trail
Sponsor-wide plan assets over time
All R.a Jones & Co. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $235M 18.53938975056305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 958 | $199M |
| 2023 | 3 | 935 | $212M |
| 2024 | 3 | 1,018 | $235M |
R.a Jones & Co. Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $296K |
| Employer EIN | 461783155 |
| Plan Effective Date | 1957-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.0B · 742
- Ashland Hercules Pension Plan $924M · 43
- Yum Brands Retirement Plan $711M · 2,572
- Brown-Forman Corporation Salaried Employees Retirement Plan $478M · 1,237
- Ashland Hercules Pension Plan II $441M · 69
R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Asbestos Workers Syracuse Pension Fund in NY ($13M); by covered participants it is Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees in GA (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.
- Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees (GA) 63 · 0 off
- Erie and Niagara Insurance Association Cash Balance Retirement Plan (NY) 63 · 0 off
- The Reliable Automatic Sprinkler Co Inc Retirement Income Plan (SC) 63 · 0 off
- Wilentz, Goldman, & Spitzer, P.a. Pension Plan (NJ) 63 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.