401(k) · DOL Form 5500 · 2024

Edward D. Jones & Co., L.P. 401(k) Plan

Data updated 2026-08-25

$12.4B
Total assets Mega-plan scale
47,254
Participants Very large workforce
100th
Percentile by assets National rank
$261,740
Avg per participant Above avg balance/head
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Official DOL plan name: Edward D. Jones & Co. Profit Sharing and 401(k) Plan · Sponsored by Edward D. Jones & Co., L.P. · Missouri · Finance & Insurance

$12.4B in assets, 47,254 participants

Edward D. Jones & Co., L.P.'s Edward D. Jones & Co. Profit Sharing and 401(k) Plan reported $12.4B in total assets and 47,254 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,538 in Finance & Insurance (8,549 peers)

Coverage in Missouri

Edward D. Jones & Co. Profit Sharing and 401(k) Plan covers 47,254 participants in Missouri, 64x the typical Missouri plan (state average ~737 per filing). Assets: $12.4B.

#8,538
in Finance & Insurance (8,549 peers)
+16.7%
assets growth YoY
124×
vs typical plan assets (national mean)

Edward D. Jones & Co. Profit Sharing and 401(k) Plan's outsized position by total assets

Edward D. Jones & Co. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$12,368,282,167 Highest reported value at or above every one 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

Edward D. Jones & Co. Profit Sharing and 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edward D. Jones & Co. Profit Sharing and 401(k) Plan is a mega filing (47,254 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edward D. Jones & Co. Profit Sharing and 401(k) Plan end-of-year assets rose from $10.6B in the plan year 2023 filing to $12.4B in the plan year 2024 filing.
  • Edward D. Jones & Co. Profit Sharing and 401(k) Plan reported net income fell from $1.9B in the plan year 2023 filing to $1.8B in the plan year 2024 filing.
  • Edward D. Jones & Co. Profit Sharing and 401(k) Plan reported participants fell from 49,944 in the plan year 2023 filing to 47,254 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 430345811 · Edward D. Jones & Co., L.P. PY 2024 · 401(k)

Edward D. Jones & Co. Profit Sharing and 401(k) Plan · $12.4B · 47,254 · 100th

  • EBSA $12.4B
  • EBSA 47,254
  • EBSA 100th
  • EBSA 401(k)
  • EBSA near General Dynamics Corporation 401(k) Plan 6.0
  • EBSA ind #8538

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 Finance & Insurance retirement plans → · Plans in Missouri →

Edward D. Jones & Co. Profit Sharing and 401(k) Plan in the asset neighbourhood

Disney Savings and Investment PlanDisney Savings and Investmen…$12.7BGeneral Dynamics Corporation 401(k) Plan 6.0General Dynamics Corporation…$12.4BEdward D. Jones & Co. Profit Sharing and 401(k) PlanEdward D. Jones & Co. Profit…$12.4BElevance Health 401(k) Plan$12.1BCapital One Financial Corporation Associate Savings PlanCapital One Financial Corpor…$12.0B
End-of-year total assets ($B) among Edward D. Jones & Co. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$10.6B
Net Assets (End of Year)$12.4B
Net Income$1.8B
Employer EIN430345811
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edward D. Jones & Co., L.P.)

Sponsor-wide plan assets over time

All Edward D. Jones & Co., L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$12.4B 42.398585134976024% vs 2022
2024 filing year
$8B$10B$12B$14B 202220232024 $8.69B $12.4B ▲ +42.3%
Year Plans Participants Total Assets
2022 1 47,923 $8.7B
2023 1 49,944 $10.6B
2024 1 47,254 $12.4B

Nearby 401(k) Plans in Missouri

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

Edward D. Jones & Co. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 2468101214 Total assets ($B) Participants Edward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.619277 · Participants: 14148Anheuser-Busch 401(k) Savings and Retirement Plan
Edward D. Jones & Co. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Edward D. Jones & Co. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Scale composition for Edward D. Jones & Co. Profit Sharing and 401(k) Plan

Edward D. Jones & Co. Profit Sharing and 401(k) Plan reports $12.4B in end-of-year assets across 47,254 participants (0.10% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.050% of 93,925,755 covered participants) - about $261,740 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2024 was $1.8B.

This plan identity (EIN 430345811, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.7B to $12.4B (+42.4%) while covered participants moved from 47,923 to 47,254 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 47,923 $8.7B Open filing
2023 49,944 $10.6B Open filing
2024 · index core 47,254 $12.4B This page

Edward D. Jones & Co. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is General Dynamics Corporation 401(k) Plan 6.0 in VA ($12.4B); by covered participants it is Lifepoint Health, Inc. Retirement Plan in TN (47,102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (47,254 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 Edward D. Jones & Co. Profit Sharing and 401(k) Plan assets move in 2024? ▼
Edward D. Jones & Co. Profit Sharing and 401(k) Plan grew sharply - up 16.7% during 2024, from $10.6B to $12.4B. Reported net income was $1.8B.
How have Edward D. Jones & Co., L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward D. Jones & Co., L.P.'s sponsor-wide assets grew 42.4%, from $8.7B to $12.4B.
Where does Edward D. Jones & Co. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Edward D. Jones & Co. Profit Sharing and 401(k) Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Edward D. Jones & Co. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Dynamics Corporation 401(k) Plan 6.0 in VA ($12.4B, 49,414 participants).
Which 401(k) plans cover a similar participant headcount to Edward D. Jones & Co. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifepoint Health, Inc. Retirement Plan in TN (47,102 participants, $2.6B 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 430345811.

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.