401(k) · DOL Form 5500 · 2022

217 Jacob, Inc. 401(k) Plan

Data updated 2026-08-25

$406K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$203,010
Avg per participant Above avg balance/head
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Official DOL plan name: 217 Jacob, Inc. 401(k) Plan · Sponsored by 217 Jacob, Inc. · New Mexico · Educational Services

$406K in assets, 2 participants

217 Jacob, Inc.'s 217 Jacob, Inc. 401(k) Plan reported $406K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #475 in Educational Services (4,024 peers)

217 Jacob, Inc. multi-year trail

217 Jacob, Inc.'s plans moved -62.5% in assets from 2022 to 2024; this filing shows 217 Jacob, Inc. 401(k) Plan at $406K / 2 participants.

#475
in Educational Services (4,024 peers)
+151.7%
assets growth YoY

217 Jacob, Inc. 401(k) Plan among the smaller filed plans by assets

217 Jacob, Inc. 401(k) Plan vs every filed plan by assets

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

$406,020 16th percentile higher than 16% 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

217 Jacob, Inc. 401(k) 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. 217 Jacob, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 871983516 · 217 Jacob, Inc. PY 2022 · 401(k)

217 Jacob, Inc. 401(k) Plan · $406K · 2 · 16th

  • BOY $406K
  • SCH 2
  • EBSA 16th
  • PART 401(k)
  • TYPE near Lifestyle Brands, Inc. 401(k) Plan
  • NET ind #475

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 Educational Services retirement plans → · Plans in New Mexico →

217 Jacob, Inc. 401(k) Plan in the asset neighbourhood

217 Jacob, Inc. 401(k) Plan$406KLifestyle Brands, Inc. 401(k) PlanLifestyle Brands, Inc. 401(k…$406KLow Overrun, Inc. Retirement PlanLow Overrun, Inc. Retirement…$406KSterrx, LLC Employee Savings Plan and TrustSterrx, LLC Employee Savings…$406KAutomated Management Systems I 401(k) Profit Sharing Plan & TrustAutomated Management Systems…$406K
End-of-year total assets ($M) among 217 Jacob, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

217 Jacob, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All 217 Jacob, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$152K 62.5338653268312% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.41M $0.15M ▼ -63.4%
Year Plans Participants Total Assets
2022 1 2 $406K
2023 1 5 $185K
2024 1 18 $152K

217 Jacob, Inc. filing trail (2022)

Total Assets (Beginning of Year)$161K
Net Assets (End of Year)$406K
Net Income$245K
Employer EIN871983516
Plan Effective Date2021-07-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

217 Jacob, Inc. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants 217 Jacob, Inc. 401(k) Plan, Total assets ($B): 0.00040602 · Participants: 2217 Jacob, Inc. 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 5.039491778 · Participants: 14007Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 1.548125595 · Participants: 8535Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.750238886 · Participants: 2476Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.707275306 · Participants: 1638Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.445070272 · Participants: 1553Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
217 Jacob, Inc. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare 217 Jacob, Inc. 401(k) Plan side-by-side with 3 peers →

217 Jacob, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Lifestyle Brands, Inc. 401(k) Plan in MI ($406K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 217 Jacob, Inc. 401(k) Plan assets move in 2022? ▼
217 Jacob, Inc. 401(k) Plan surged - up 151.7% during 2022, from $161K to $406K. Reported net income was $245K.
How have 217 Jacob, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 217 Jacob, Inc.'s sponsor-wide assets declined 62.5%, from $406K to $152K.
Where does 217 Jacob, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
217 Jacob, Inc. 401(k) Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to 217 Jacob, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lifestyle Brands, Inc. 401(k) Plan in MI ($406K, 1 participant).
Which 401(k) plans cover a similar participant headcount to 217 Jacob, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 871983516.

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.