JONES FINANCIAL GROUP
Plan context: JONES FINANCIAL GROUP 401(K) PLAN
EIN 90-0947345 • Minneapolis, MN • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$271,376
2025 Contributions
$57,063
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $271,376 | $57,063 | $11,413iApproximate average salary by contribution assumption: employee only about $285,315 at 4% or $190,210 at 6%; with 50% employer match about $190,210 at 4% or $126,807 at 6%; with 100% employer match about $142,658 at 4% or $95,105 at 6%. |
| JONES FINANCIAL GROUP 401(K) PLAN | - | 5 | $271,376 | $57,063 | $11,413iApproximate average salary by contribution assumption: employee only about $285,315 at 4% or $190,210 at 6%; with 50% employer match about $190,210 at 4% or $126,807 at 6%; with 100% employer match about $142,658 at 4% or $95,105 at 6%. |
| 2024 | 1 | 4 | $174,496 | $55,455 | $13,864iApproximate average salary by contribution assumption: employee only about $346,594 at 4% or $231,063 at 6%; with 50% employer match about $231,063 at 4% or $154,042 at 6%; with 100% employer match about $173,297 at 4% or $115,531 at 6%. |
| JONES FINANCIAL GROUP 401(K) PLAN | - | 4 | $174,496 | $55,455 | $13,864iApproximate average salary by contribution assumption: employee only about $346,594 at 4% or $231,063 at 6%; with 50% employer match about $231,063 at 4% or $154,042 at 6%; with 100% employer match about $173,297 at 4% or $115,531 at 6%. |
| 2023 | 1 | 5 | $101,740 | $49,213 | $9,843iApproximate average salary by contribution assumption: employee only about $246,065 at 4% or $164,043 at 6%; with 50% employer match about $164,043 at 4% or $109,362 at 6%; with 100% employer match about $123,033 at 4% or $82,022 at 6%. |
| JONES FINANCIAL GROUP 401(K) PLAN | - | 5 | $101,740 | $49,213 | $9,843iApproximate average salary by contribution assumption: employee only about $246,065 at 4% or $164,043 at 6%; with 50% employer match about $164,043 at 4% or $109,362 at 6%; with 100% employer match about $123,033 at 4% or $82,022 at 6%. |
| 2022 | 1 | 4 | $39,550 | $40,040 | $10,010iApproximate average salary by contribution assumption: employee only about $250,250 at 4% or $166,833 at 6%; with 50% employer match about $166,833 at 4% or $111,222 at 6%; with 100% employer match about $125,125 at 4% or $83,417 at 6%. |
| JONES FINANCIAL GROUP 401(K) PLAN | - | 4 | $39,550 | $40,040 | $10,010iApproximate average salary by contribution assumption: employee only about $250,250 at 4% or $166,833 at 6%; with 50% employer match about $166,833 at 4% or $111,222 at 6%; with 100% employer match about $125,125 at 4% or $83,417 at 6%. |