Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Jones Day › plan 001
Jones Day Retirement Plan
- Sponsor Jones Day
- Plan number 001
- Plan year 2024
- >$1B in assets
- single-employer
Total assets, end of year · Jones Day Retirement Plan · plan year 2024
$1,579,859,651
1,490 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013181413NAL0001824369001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013181413NAL0001824369001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 1,490
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013181413NAL0001824369001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013181413NAL0001824369001, received 2025-10-13
Administrative expenses per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 1,490
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013181413NAL0001824369001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013181413NAL0001824369001, received 2025-10-13
Administrative expenses as a share of assets
0.000%
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / $1,579,859,651
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013181413NAL0001824369001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013181413NAL0001824369001, received 2025-10-13
Employer contributions per participant
$22,734
Higher than 99% of the 1,135 plans over $1B that report it.
Source
= $33,873,904 / 1,490
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013181413NAL0001824369001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013181413NAL0001824369001, received 2025-10-13
Employer share of total contributions
63.6%
Higher than 97% of the 1,135 plans over $1B that report it.
Source
= $33,873,904 / $53,249,120
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013181413NAL0001824369001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013181413NAL0001824369001, received 2025-10-13
99.9% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $294,863 ($197.89 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2R participant brokerage window · 2T default investment (QDIA) · 3B · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013181413NAL0001824369001, received 2025-10-13
Full record, Jones Day Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | JONES DAY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Plan name | JONES DAY RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Sponsor EIN / plan number | 34-0319085 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Sponsor location | CLEVELAND, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Industry (business code) | 541110, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Participants, beginning of year | 1,536 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Active participants | 916 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Participants, end of year | 1,499 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Participants with an account balance | 1,490 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Total assets, beginning of year | $1,438,313,808 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Total assets, end of year | $1,579,859,651 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Net assets, end of year | $1,579,859,651 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Total income | $222,676,039 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Net income | $134,988,779 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Employer contributions | $33,873,904 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Participant contributions | $16,902,271 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $2,472,945 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Total contributions | $53,249,120 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Benefit payments | $87,687,260 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $87,687,260 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Total administrative expenses | $0 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Held in master trusts | $1,578,436,592 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013181413NAL0001824369001, received 2025-10-13 |
| Independent auditor | PLANTE & MORAN, PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013181413NAL0001824369001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013181413NAL0001824369001, received 2025-10-13.
Service providers paid directly by the plan
No Schedule C is attached to this plan's filing; providers are reported on the master trust's filing (below).
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013181413NAL0001824369001, received 2025-10-13.
Master trust
JONES DAY DEFINED CONTRIBUTION MAST (EIN 467282554, PN 009): plan interest $1,578,436,592, 76.1% of the trust. The trust's own filing (20251013182017NAL0000895075001, received 2025-10-13) reports net assets $2,073,913,246, administrative expenses $387,421, recordkeeping fees not reported, investment management fees $125,000 and 7 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | 28 51 | $262,421 | $199,726 |
| NEPC LLC | 27 51 | $125,000 | $95,136 |
| LOOMIS SAYLES | 28 | $0 | $0 |
| FIDELITY INSTITUTIONAL ASSET MGMT | 28 | $0 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | 28 | $0 | $0 |
| INVESCO TRUST COMPANY | 51 52 21 | $0 | $0 |
| INVESCO ADVISERS, INC. | 68 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,438,313,808 | $1,579,859,651 | 9.8% |
| Participants with a balance | 1,443 | 1,490 | 3.3% |
| Administrative expenses | $0 | $0 | |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $30,396,913 | $33,873,904 | 11.4% |
Prior filing 20241015091918NAL0048636128001, received 2024-10-15; the plan years are contiguous.