Edward D. Jones & Co., L.P. 401(k) plan

Edward D. Jones & Co., L.P., ST. Louis, MO. EIN 43-0345811. Annual reports 2009–2024. Also filed as Associate Brokerage Co., Inc.; Rite-Value Pharmacy; Edward D. Jones & Co; Southcoast Commercial, Inc.

Edward D. Jones & Co., L.P. has one active retirement plan on file, the Edward D. Jones & Co. Profit Sharing and 401(k) Plan, with 58,392 participants and $12.4 billion in assets in 2024. Empower has been its recordkeeper since 2021. No traditional pension plan appears in Edward D. Jones & Co., L.P.'s filings since 2009.

Active plans: 1
Participants: 58,392
Plan assets: $12.4 billion
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Finance and insurance

The plan

Edward D. Jones & Co. Profit Sharing and 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 43-0345811
Participants (2024): 58,392
Net assets (2024): $12.4 billion
Recordkeeper: EmpowerEarlier: Transamerica (2018–2020), Mercer (2011–2016)
Plan administrator: Edward D. Jones & Co., L.P.
12555 Manchester Road
ST. Louis, MO 63131
(314) 515-2000As filed for 2024
In effect since: January 1, 1976

Earlier sponsors: Associate Brokerage Co., Inc. (2009); Rite-Value Pharmacy (2010–2012); Southcoast Commercial, Inc. (2014–2015); Sullivan Excavation, LLC (2017).

Earlier plan names: Associate Brokerage Co.m, Inc. 401(k) Profit Sharing Plan; Rite-Value Pharmacy Safe Harbor 401K Plan; Edward D. Jones & Co Profit Sharing and Deferred Compensation Plan; Rite-Value Pharmacy Safe Harbor 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	58,392	$12.4 billion	Empower
2023	54,690	$10.6 billion	Empower
2022	57,189	$8.7 billion	Empower
2021	54,858	$10.3 billion	Empower
2020	54,182	$8.7 billion	Transamerica
2019	48,198	$7.3 billion	Transamerica
2018	48,459	$5.7 billion	Transamerica
2017	3	$30,953	not listed
2016	41,394	$4.8 billion	Mercer
2015	10	$77,598	not listed
2014	10	$29,556	not listed
2013	36,109	$3.7 billion	Mercer
2012	10	$204,297	not listed
2011	33,814	$2.4 billion	Mercer
2010	7	$136,791	not listed
2009	0	$0	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Edward D. Jones & Co. Profit Sharing and 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((314) 515-2000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Edward D. Jones & Co. Profit Sharing and 401(k) Plan

If you had money in one of these plans

What these numbers are

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