Filings through .
Edward Jones
Matched across 107 name variants in the filings
Edward Jones summary
Edward Jones appears on 586 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $9.3B in assets for 211,172 participants. The median client plan holds $10.5M. Most client plans are sponsored in TX, IN and IL. The largest clients by plan assets are Braun Corporation, Sid Dillon Chevrolet-Fremont, Inc. and Ofs Brands Holdings, Inc.. Plans reported $17.4M in direct and indirect compensation paid to Edward Jones. The median is $25K per plan.
- Participants
- 211,172
- Median plan assets
- $10.5M
- Median plan participants
- 249
- Median fees per plan
- $25K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Braun Corporation | IN | $123M | 1,843 |
| Sid Dillon Chevrolet-Fremont, Inc. | NE | $122M | 787 |
| Ofs Brands Holdings, Inc. | IN | $113M | 1,871 |
| Norco, Inc. | ID | $107M | 1,589 |
| Central Processing Corp. | WI | $104M | 1,828 |
| Scout Energy Management, LLC | TX | $104M | 1,440 |
| Quintairos Prieto Wood & Boyer, | FL | $100M | 1,431 |
| Sletten, Inc. | MT | $86.7M | 437 |
| Mountain View Hospital LLC | ID | $86.6M | 2,520 |
| Siemer Milling Company | IL | $85.5M | 212 |
| Re/Spec Inc. | SD | $85.4M | 823 |
| Riceland Foods, Inc. | AR | $83.7M | 2,290 |
| Prime Controls, L.P. | TX | $80.8M | 918 |
| Cumberland Family Medical Center | KY | $78.0M | 1,211 |
| Truck Centers, Inc. | IL | $76.5M | 791 |
| Hom Furniture, Inc. | MN | $71.9M | 836 |
| Butler, Fairman and Seufert, Incorporated | IN | $71.8M | 238 |
| Sagitec Solutions, LLC | MN | $65.8M | 442 |
| The Delta Pathology Group, LLC | LA | $65.7M | 366 |
| Fagron Holding USA, LLC | TX | $63.3M | 1,718 |
| The British Embassy | DC | $62.6M | 821 |
| Recon Management Services Inc. | LA | $60.7M | 867 |
| Rosenbauer America, LLC | SD | $60.4M | 963 |
| Birkeys Farm Store Inc | IL | $56.8M | 507 |
| Welch Bros., Inc. | IL | $55.5M | 239 |
- Braun Corporation$123MINParticipants 1,843
- NEParticipants 787
- INParticipants 1,871
- Norco, Inc.$107MIDParticipants 1,589
- WIParticipants 1,828
- TXParticipants 1,440
- FLParticipants 1,431
- Sletten, Inc.$86.7MMTParticipants 437
- IDParticipants 2,520
- Siemer Milling Company$85.5MILParticipants 212
- Re/Spec Inc.$85.4MSDParticipants 823
- Riceland Foods, Inc.$83.7MARParticipants 2,290
- Prime Controls, L.P.$80.8MTXParticipants 918
- KYParticipants 1,211
- Truck Centers, Inc.$76.5MILParticipants 791
- Hom Furniture, Inc.$71.9MMNParticipants 836
- INParticipants 238
- Sagitec Solutions, LLC$65.8MMNParticipants 442
- LAParticipants 366
- Fagron Holding USA, LLC$63.3MTXParticipants 1,718
- The British Embassy$62.6MDCParticipants 821
- LAParticipants 867
- Rosenbauer America, LLC$60.4MSDParticipants 963
- Birkeys Farm Store Inc$56.8MILParticipants 507
- Welch Bros., Inc.$55.5MILParticipants 239
Top client states
- TX41 plans
- IN33 plans
- IL31 plans
- MI30 plans
- MO30 plans
Frequently asked questions
- Who uses Edward Jones?
- 586 retirement plans list Edward Jones as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Braun Corporation, Sid Dillon Chevrolet-Fremont, Inc., Ofs Brands Holdings, Inc., Norco, Inc. and Central Processing Corp.. Most client plans are sponsored in TX, IN and IL.
- How many plans does Edward Jones serve?
- Edward Jones serves 586 retirement plans with $9.3B in plan assets and 211,172 participants, based on the latest Form 5500 filings through 2024.
- What does Edward Jones charge?
- Plans reported $17.4M in total Schedule C compensation paid to Edward Jones. The median plan paid $25K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served586-23 YoYRank #52 of mapped providers
Assets under administration$9.3B0.0%Rank #1381 by share of filed assets
Fees received$17MMedian $25,249/planSum across Schedule C direct + indirect
Net wins YoY-2684 won - 110 lostPlan-level switch detection
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