401(k) · DOL Form 5500 · 2024

Jones/Covey Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
171
Participants Small participant base
41st
Percentile by assets National rank
$28,002
Avg per participant Low balance/head
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Official DOL plan name: Jones/Covey Group, Inc. 401(k) Plan · Sponsored by Jones/Covey Group, Inc. · California · Construction

$5M in assets, 171 participants

Jones/Covey Group, Inc.'s Jones/Covey Group, Inc. 401(k) Plan reported $5M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,583 in Construction (9,039 peers)

Coverage in California

Jones/Covey Group, Inc. 401(k) Plan covers 171 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $5M.

#3,583
in Construction (9,039 peers)
+2484.4%
assets growth YoY

Jones/Covey Group, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Jones/Covey Group, Inc. 401(k) Plan vs every filed plan by assets

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

$4,788,318 41st percentile higher than 41% 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/Covey Group, Inc. 401(k) 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/Covey Group, Inc. 401(k) Plan sits mid-pack in the medium band (171 participants).

Plan-year Form 5500 strip

Filing strip 330972369 · Jones/Covey Group, Inc. PY 2024 · 401(k)

Jones/Covey Group, Inc. 401(k) Plan · $5M · 171 · 41st

  • 5500 $5M
  • ASSETS 171
  • PCT 41st
  • EIN 401(k)
  • RANK near Zamperla, Inc. Profit Sharing 401(k) Plan
  • PHOTO ind #3583

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 Construction retirement plans → · Plans in California →

Jones/Covey Group, Inc. 401(k) Plan in the asset neighbourhood

Jones/Covey Group, Inc. 401(k) PlanJones/Covey Group, Inc. 401(…$5MZamperla, Inc. Profit Sharing 401(k) PlanZamperla, Inc. Profit Sharin…$5MRoedel Companies, LLC 401(k) PlanRoedel Companies, LLC 401(k)…$5MSan-J International, Inc. Employees' 401(k) PlanSan-J International, Inc. Em…$5MFiremens Association of the State of New York 401(k) Retirement PlanFiremens Association of the …$5M
End-of-year total assets ($M) among Jones/Covey Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$185K
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN330972369
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones/Covey Group, Inc.)

Sponsor-wide plan assets over time

All Jones/Covey Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.08060075806895% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.37M $4.79M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 161 $3M
2023 1 216 $4M
2024 2 171 $5M

Nearby 401(k) Plans in California

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

Jones/Covey Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jones/Covey Group, Inc. 401(k) Plan, Total assets ($B): 0.004788318 · Participants: 171Jones/Covey Group, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Jones/Covey Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jones/Covey Group, Inc. 401(k) Plan side-by-side with 3 peers →

Jones/Covey Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Zamperla, Inc. Profit Sharing 401(k) Plan in NJ ($5M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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/Covey Group, Inc. 401(k) Plan assets move in 2024? ▼
Jones/Covey Group, Inc. 401(k) Plan surged - up 2484.4% during 2024, from $185K to $5M. Reported net income was $2M.
How have Jones/Covey Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones/Covey Group, Inc.'s sponsor-wide assets grew 42.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Jones/Covey Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zamperla, Inc. Profit Sharing 401(k) Plan in NJ ($5M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Jones/Covey Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Tech Inc in NJ (171 participants, $60K 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 330972369.

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.