Plans » Benchmarking Engine
Benchmarking Jones Companies 401(K) Plan in Hattisburg, MS against
good (5)
neutral (5)
Jones Companies 401(K) Plan in Hattisburg, MS has the 9th-highest net income ($5,111,130) of the 101 Mississippi plans. Those $5,111,130 compare to an average of $2,436,161 across the 101 plans.
Note: net income = total income - total expenses
Jones Companies 401(K) Plan has these standings among those 101 peer plans:
Note: net income = total income - total expenses
Jones Companies 401(K) Plan has these standings among those 101 peer plans:
- net income = $5,111,130 (9th-highest)
- total income = $7,960,292 (6th-highest)
- total expenses = $2,849,162 (17th-highest)
- net income. Higher values are better. Net income, Line 2k from Schedule H, equals total income (Line 2d) minus total expenses (Line 2j), all from Schedule H. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in state. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
Jones Companies 401(K) Plan in Hattisburg, MS is in Mississippi, its EIN is 475263562, its industry group is Other Wood Product Manufacturing, its plan administrator is Tamra Harris, is covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a single-employer plan, its business code is 321900, has 500 to 999 total participants, and is worse than the overall participant averages in each of net income per total participant, average account balance, and active-participant contributions per head.
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Numeric values:
- net assets (assets minus liabilities) ($25.50M)
- total assets ($25,453,309)
- value of interest in registered investment companies (e.g., mutual funds) ($24.80M)
- total assets at beginning of plan year ($21,809,121)
- total income ($7,960,292)
- net income ($5,111,130)
- total contributions ($4,628,298)
- earnings on investments ($3,331,994)
- net earnings on investments ($3,331,994)
- total expenses ($2,849,162)
- cash contributions from participants ($2,313,787)
- cash contributions from employers ($1,980,241)
- asset transfers from this plan ($1,466,942)
- value of interest in common/collective trusts ($564,631)
- contract administrator fees ($60,044)
- total administrative expenses ($60,044)
- receivables employer contributions ($49,244)
- receivables participant contributions ($43,425)
- average account balance ($32,549)
- net income per total participant ($6,536)
- average participant cash contribution per active participant ($3,678)
- average employer cash contribution per active participant ($3,148)
- total administrative expense per participant ($76.78)
- total noninterest-bearing cash ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- participant loans ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- percentage of active participants (80.4%)
- diversity of asset types (4.2%)
- total administrative expense ratio (0.240%)
- participant loans as a percentage of plan assets (0.00%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (629)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (782)
- other retired or separated participants entitled to future benefits (135)
- retired or separated participants receiving benefits (18)
- total participants (782)
Global References