401(k) · DOL Form 5500 · 2024

Jones - Mcleod, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
34
Participants Small participant base
53rd
Percentile by assets National rank
$259,806
Avg per participant Above avg balance/head
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Official DOL plan name: Jones - Mcleod, Inc. Profit Sharing Plan · Sponsored by Jones - Mcleod, Inc. · Alabama · Other Services

$9M in assets, 34 participants

Jones - Mcleod, Inc.'s Jones - Mcleod, Inc. Profit Sharing Plan reported $9M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,613 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Jones - Mcleod, Inc. Profit Sharing Plan ranks #5,613 of 7,719 2024 filers by assets (227% of the sector average)-$9M for 34 participants.

#5,613
in Other Services (7,719 peers)
+18.7%
assets growth YoY

Jones - Mcleod, Inc. Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Jones - Mcleod, Inc. Profit Sharing Plan vs every filed plan by assets

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

$8,833,412 Top 47% higher than 53% 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 - Mcleod, Inc. Profit Sharing 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. Jones - Mcleod, Inc. Profit Sharing Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jones - Mcleod, Inc. Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Jones - Mcleod, Inc. Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Jones - Mcleod, Inc. Profit Sharing Plan reported participants rose from 30 in the plan year 2023 filing to 34 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 630435930 · Jones - Mcleod, Inc. PY 2024 · 401(k)

Jones - Mcleod, Inc. Profit Sharing Plan · $9M · 34 · 53rd

  • RANK $9M
  • RANK 34
  • RANK 53rd
  • RANK 401(k)
  • RANK near Cedar Crest Specialties, Inc. Retirement Savings Plan
  • RANK ind #5613

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 Other Services retirement plans → · Plans in Alabama →

Jones - Mcleod, Inc. Profit Sharing Plan in the asset neighbourhood

Jones - Mcleod, Inc. Profit Sharing PlanJones - Mcleod, Inc. Profit …$9MCedar Crest Specialties, Inc. Retirement Savings PlanCedar Crest Specialties, Inc…$9MLeighton Enterprises, Inc. Retirement Savings PlanLeighton Enterprises, Inc. R…$9MQuality Forklift Sales and Service, Inc. 401(k) Profit Sharing PlanQuality Forklift Sales and S…$9MOurfamilywizard, LLC 401(k) PlanOurfamilywizard, LLC 401(k) …$9M
End-of-year total assets ($M) among Jones - Mcleod, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN630435930
Plan Effective Date1983-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones - Mcleod, Inc.)

Sponsor-wide plan assets over time

All Jones - Mcleod, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 54.63728281022341% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.71M $8.83M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 26 $6M
2023 1 30 $7M
2024 1 34 $9M

Nearby 401(k) Plans in Alabama

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

Jones - Mcleod, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Jones - Mcleod, Inc. Profit Sharing Plan, Total assets ($B): 0.008833412 · Participants: 34Jones - Mcleod, Inc. Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Jones - Mcleod, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Jones - Mcleod, Inc. Profit Sharing Plan side-by-side with 3 peers →

Jones - Mcleod, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Cedar Crest Specialties, Inc. Retirement Savings Plan in WI ($9M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 - Mcleod, Inc. Profit Sharing Plan assets move in 2024? ▼
Jones - Mcleod, Inc. Profit Sharing Plan grew sharply - up 18.7% during 2024, from $7M to $9M. Reported net income was $1M.
How have Jones - Mcleod, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones - Mcleod, Inc.'s sponsor-wide assets grew 54.6%, from $6M to $9M.
Which 401(k) plans are similar in size to Jones - Mcleod, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cedar Crest Specialties, Inc. Retirement Savings Plan in WI ($9M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Jones - Mcleod, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M 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 630435930.

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.