Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Edward D. Jones & Co. Profit Sharing And 401(K) Plan is a benefit plan reported by Edward D. Jones & Co., L.P. under EIN 43-0345811 and plan number 001. The latest loaded filing year is 2023. The filing reports 57,189 participants and $10,594,991,308 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,594,991,308
- Total liabilities (EOY)
- $680,678
- Net assets (EOY)
- $10,594,310,630
- Net assets (BOY)
- $8,685,011,392
Income & contributions
- Employer contributions
- $369,249,151
- Participant contributions
- $525,514,111
- Total contributions
- $965,466,263
- Total income / additions
- $2,636,091,957
Expenses & distributions
- Benefits paid
- $725,239,208
- Administrative expenses
- $1,551,268
- Total expenses
- $726,792,719
- Net increase / (decrease)
- $1,909,299,238