Plan Ledger DOL Form 5500 · updated monthly

Jones Companies, LLC401(k)

JONES COMPANIES 401(K) PLAN · HATTIESBURG, MS · plan year 2024

Reported admin expense ratio · 2024
0.26%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Jones Companies, LLC reported $96,817 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,502 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.256%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 48th-largest of 367 plans among Mississippi employers on file, and the 3,434th of 13,661 in manufacturing. In 2024, employees put in $1.13 for every $1.00 the employer contributed; active participation has grown from 823 to 1,199 since 2022.

Plan summary
Net assets, end of year$44,151,987
Participants with balances1,412
Active participants1,199
Employer contributions$4,198,577
Employee contributions$4,741,904
Employer contribution per active participant$3,502
Average account balance$31,269
Benefits paid to participants$6,817,339
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.2M · 1,412 accts · $4.2M emplr
2023$31.4M · 1,088 accts · $3.3M emplr
2022$24.4M · 1,040 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,817
Total administrative$96,817
The Jones Companies, LLC 401(k) match · 2024
Employer contribution per active participant$3,502
Median for plans this size$2,416
2024$3,502 per active participant
2023$3,632 per active participant
2022$3,325 per active participant

Jones Companies, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
T ROWE PRICE · Claims processing · Recordkeeping$89,964

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$96,817 · 0.26%
2023$69,142 · 0.25%
2022$63,653 · 0.26%
Same employer
Similar plansManufacturing · Mississippi
Hood Packaging Corporation MS$103.8M · 0.15%
Howard Industries, Inc. MS$88.0M · 0.18%
Hood Industries, Inc. MS$72.0M · 0.18%
Edelbrock Comp Parent Inc. MS$43.1M · 0.40%
Heritage Plastics, Inc. MS$36.7M · 0.27%
United States Marine, Inc MS$35.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475263562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.