Plan Ledger DOL Form 5500 · updated monthly

Jones Energy, LLC401(k)

JONES ENERGY, LLC PROFIT SHARING PLAN · OKLAHOMA CITY, OK · plan year 2019

Reported admin expense ratio · 2019
0.64%

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

Jones Energy, LLC reported $40,151 in plan administrative expenses for 2019: 0.64% of average plan assets, above the peer median. Employer contributions averaged $5,414 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 1 year on file its reported administrative ratio fell from 0.64% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 238 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Oklahoma (488th of 724), and 472nd of 612 in mining, oil & gas extraction. In 2019, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,806,654
Participants with balances104
Active participants72
Employer contributions$389,787
Employee contributions$681,906
Employer contribution per active participant$5,414
Average account balance$65,449
Benefits paid to participants$1,060,018
Plan auditUnmodified (clean) audit opinion
AuditorWEAVER AND TIDWELL
Plan history2
Yearassets · accounts · employer contribution
2020$4.1M · 68 accts · $277K emplr
2019$6.8M · 104 accts · $390K emplr
The Jones Energy, LLC 401(k) match · 2019
Employer contribution per active participant$5,414
Median for plans this size$892
2020$9,234 per active participant
2019$5,414 per active participant

Jones Energy, LLC's 2019 employer contribution ran above the $892 median for plans its size, placing it in the top quarter of its peers. 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 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2020$27,706 · 0.51%
2019$40,151 · 0.64%
Similar plansMining, Oil & Gas Extraction · Oklahoma
Le Jones Operating OK$9.6M · 0.20%
Kemp Quarries OK$9.4M · 0.03%
Latshaw Drilling Co., LLC OK$9.2M · 0.40%
Circle 9 Resources LLC OK$7.3M · 0.07%
Edge Ofs Holdings OK$5.5M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752458861 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.