How big is Jones Financial Group's plan?

Jones Financial Group's plan reported $271K in assets and 5 participants for 2025.

Original filing (PDF)20260319114625NAL0004130241001

Jones Financial Group

Name: Jones Financial Group — Jones Financial Group 401(k), Form 5500 (2025)
Creator: Jones Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jones Financial Group 401(k) Plan

401(k) retirement plan · Jones Financial Group's Jones Financial Group 401(k) Plan held $271K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

People on this filing

Patricia Jones signed Jones Financial Group's 2025 Form 5500 as plan administrator.

Patricia Jones — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jones Financial Group's EIN is 90-0947345.

EIN 90-0947345

Plan number 001

Plan year 2025

ACK ID 20260319114625NAL0004130241001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jones Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jones Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONES FINANCIAL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score