ESOP · DOL Form 5500 · 2024
Jones Edmunds & Associates, Inc. ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 129
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $57,364
- Avg per participant Low balance/head
Official DOL plan name: Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Jones Edmunds & Associates, Inc. · Florida · Professional & Technical Services
$7M in assets, 129 participants
Jones Edmunds & Associates, Inc.'s Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan reported $7M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,593 in Professional & Technical Services (20,173 peers)
Coverage in Florida
Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan covers 129 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $7M.
- #9,593
- in Professional & Technical Services (20,173 peers)
- +428.6%
- assets growth YoY
Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,400,000 49th percentile higher than 49% 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
Jones Edmunds & Associates, Inc. Employee Stock Ownership 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 Edmunds & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $439K in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2023 filing to 129 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 591533071 · Jones Edmunds & Associates, Inc. PY 2024 · ESOP
Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan · $7M · 129 · 49th
- PART $7M
- PART 129
- PART 49th
- PART ESOP
- PART near Midvale Telephone Exchange Employee Stock Ownership Plan
- PART ind #9593
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
Florida filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $6M |
| Employer EIN | 591533071 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jones Edmunds & Associates, Inc.)
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 |
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 $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Midvale Telephone Exchange Employee Stock Ownership Plan in ID ($7M); by covered participants it is Ffb Bancorp Employee Stock Ownership Plan in CA (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (129 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.