401(k) · DOL Form 5500 · 2022

Richard E. Jackson, an Accountancy Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$607,666
Avg per participant High balance/head
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Official DOL plan name: Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan · Sponsored by Richard E. Jackson, an Accountancy Corporation · California · Professional & Technical Services

$2M in assets, 3 participants

Richard E. Jackson, an Accountancy Corporation's Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,242 in Professional & Technical Services (21,562 peers)

Richard E. Jackson, an Accountancy Corporation multi-year trail

Richard E. Jackson, an Accountancy Corporation's plans moved -12.9% in assets from 2022 to 2023; this filing shows Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan at $2M / 3 participants.

#6,242
in Professional & Technical Services (21,562 peers)
+8.6%
assets growth YoY

Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan among the smaller filed plans by assets

Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,822,999 32nd percentile higher than 32% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 330264862 · Richard E. Jackson, an Accountancy Corporation PY 2022 · 401(k)

Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan · $2M · 3 · 32nd

  • PCT $2M
  • PCT 3
  • PCT 32nd
  • PCT 401(k)
  • PCT near Wentz Financial Group, LLC 401(k) Plan
  • PCT ind #6242

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan in the asset neighbourhood

Richard E. Jackson, an Accountancy Corporation Retirement Savings PlanRichard E. Jackson, an Accou…$2MWentz Financial Group, LLC 401(k) PlanWentz Financial Group, LLC 4…$2MColumbia River Log Scalers Savings and Retirement PlanColumbia River Log Scalers S…$2MT.P. Howards Plumbing Co., Inc. 401(k) PlanT.P. Howards Plumbing Co., I…$2MFirst National Bank of Burleson 401(k) PlanFirst National Bank of Burle…$2M
End-of-year total assets ($M) among Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Richard E. Jackson, an Accountancy Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Richard E. Jackson, an Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.94471362847703% vs 2022
2023 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M 20222023 $1.82M $1.59M ▼ -12.6%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M

Richard E. Jackson, an Accountancy Corporation filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$144K
Employer EIN330264862
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan, Total assets ($B): 0.001822999 · Participants: 3Richard E. Jackson, an Accountancy Corporation Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan side-by-side with 3 peers →

Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wentz Financial Group, LLC 401(k) Plan in OH ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan assets move in 2022? ▼
Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan grew at a solid clip - up 8.6% during 2022, from $2M to $2M. Reported net income was $144K.
How have Richard E. Jackson, an Accountancy Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Richard E. Jackson, an Accountancy Corporation's sponsor-wide assets declined 12.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wentz Financial Group, LLC 401(k) Plan in OH ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Richard E. Jackson, an Accountancy Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330264862.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.