401(k) · DOL Form 5500 · 2024

Jones Companies, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
1,192
Participants Near avg headcount
83rd
Percentile by assets National rank
$37,042
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jones Companies 401(k) Plan · Sponsored by Jones Companies, LLC · Mississippi · Manufacturing

$44M in assets, 1,192 participants

Jones Companies, LLC's Jones Companies 401(k) Plan reported $44M in total assets and 1,192 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #13,447 in Manufacturing (17,777 peers)

Coverage in Mississippi

Jones Companies 401(k) Plan covers 1,192 participants in Mississippi, 3.3x the typical Mississippi plan (state average ~366 per filing). Assets: $44M.

#13,447
in Manufacturing (17,777 peers)
+40.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jones Companies 401(k) Plan's outsized position by total assets

Jones Companies 401(k) Plan vs every filed plan by assets

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

$44,154,502 Top 17% higher than 83% 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 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jones Companies 401(k) Plan lands in the large band (1,192 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jones Companies 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Jones Companies 401(k) Plan reported participants rose from 885 in the plan year 2023 filing to 1,192 in the plan year 2024 filing.
  • Jones Companies 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 475263562 · Jones Companies, LLC PY 2024 · 401(k)

Jones Companies 401(k) Plan · $44M · 1,192 · 83rd

  • NET $44M
  • NET 1,192
  • NET 83rd
  • NET 401(k)
  • NET near Halmar International, LLC 401(k) Profit Sharing Plan
  • NET ind #13447

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 Mississippi →

Jones Companies 401(k) Plan in the asset neighbourhood

Jones Companies 401(k) Plan$44MHalmar International, LLC 401(k) Profit Sharing PlanHalmar International, LLC 40…$44MBarlow Respiratory Hospital 401(k) Retirement PlanBarlow Respiratory Hospital …$44MTrideum 401(k) Profit Sharing PlanTrideum 401(k) Profit Sharin…$44MIke Group Inc. 401(k) Profit Sharing PlanIke Group Inc. 401(k) Profit…$44M
End-of-year total assets ($M) among Jones Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mississippi filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$44M
Net Income$8M
Employer EIN475263562
Plan Effective Date1977-04-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones Companies, LLC)

Sponsor-wide plan assets over time

All Jones Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 80.87504692952389% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $24.4M $44.2M ▲ +80.9%
Year Plans Participants Total Assets
2022 1 726 $24M
2023 1 885 $31M
2024 1 1,192 $44M

Nearby 401(k) Plans in Mississippi

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

Jones Companies 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 02004006008001000 Total assets ($M) Participants Jones Companies 401(k) Plan, Total assets ($M): 44.154502 · Participants: 1192Jones Companies 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Jones Companies 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Jones Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Halmar International, LLC 401(k) Profit Sharing Plan in NY ($44M); by covered participants it is Central Hudson Gas & Electric Corporation Savings Incentive Plan in NY (1,192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,192 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 401(k) Plan assets move in 2024? ▼
Jones Companies 401(k) Plan surged - up 40.7% during 2024, from $31M to $44M. Reported net income was $8M.
How have Jones Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones Companies, LLC's sponsor-wide assets grew 80.9%, from $24M to $44M.
Where does Jones Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Jones Companies 401(k) Plan ranks in the 83rd 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 Jones Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Halmar International, LLC 401(k) Profit Sharing Plan in NY ($44M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Jones Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Hudson Gas & Electric Corporation Savings Incentive Plan in NY (1,192 participants, $449M 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 475263562.

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.