401(k) · DOL Form 5500 · 2022

Kenneth H. Jesser, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$175K
Total assets Small plan by assets
4
Participants Small participant base
10th
Percentile by assets National rank
$43,740
Avg per participant Low balance/head
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Official DOL plan name: Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust · Sponsored by Kenneth H. Jesser, M.D., Inc. · California · Healthcare & Social Assistance

$175K in assets, 4 participants

Kenneth H. Jesser, M.D., Inc.'s Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust reported $175K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,307 in Healthcare & Social Assistance (20,060 peers)

Kenneth H. Jesser, M.D., Inc. multi-year trail

Kenneth H. Jesser, M.D., Inc.'s plans moved -35.0% in assets from 2022 to 2024; this filing shows Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust at $175K / 4 participants.

#1,307
in Healthcare & Social Assistance (20,060 peers)
-30.0%
assets change YoY

The plan reported a net loss of $75K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust among the smaller filed plans by assets

Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$174,959 10th percentile higher than 10% 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

Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 262795055 · Kenneth H. Jesser, M.D., Inc. PY 2022 · 401(k)

Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust · $175K · 4 · 10th

  • PHOTO $175K
  • IND 4
  • EOY 10th
  • 5500 401(k)
  • ASSETS near Concho Valley Workforce Development Board 401(k) Profit Sharing Plan
  • PCT ind #1307

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust in the asset neighbourhood

Kenneth H. Jesser, M.D., Inc. 401(k) Plan & TrustKenneth H. Jesser, M.D., Inc…$175KConcho Valley Workforce Development Board 401(k) Profit Sharing PlanConcho Valley Workforce Deve…$175KEspr Fitness Corp. 401(k) Profit Sharing PlanEspr Fitness Corp. 401(k) Pr…$175KSwaics Enterprises 401(k) PlanSwaics Enterprises 401(k) Pl…$175KBack to the Moon Incorporated 401(k) Profit Sharing PlanBack to the Moon Incorporate…$175K
End-of-year total assets ($M) among Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kenneth H. Jesser, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kenneth H. Jesser, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$114K 34.95733286084168% vs 2022
2024 filing year
$0.1M$0.12M$0.14M$0.16M$0.18M 202220232024 $0.17M $0.11M ▼ -35.3%
Year Plans Participants Total Assets
2022 1 4 $175K
2023 1 5 $153K
2024 1 5 $114K

Kenneth H. Jesser, M.D., Inc. filing trail (2022)

Total Assets (Beginning of Year)$250K
Net Assets (End of Year)$174K
Net Income-$75K
Employer EIN262795055
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust, Total assets ($B): 0.000174959 · Participants: 4Kenneth H. Jesser, M.D., Inc. 401(k) Plan & TrustWells 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
Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Concho Valley Workforce Development Board 401(k) Profit Sharing Plan in TX ($175K); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust assets move in 2022? ▼
Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust declined sharply - down 30.0% during 2022, from $250K to $175K. Reported net income was -$75K.
How have Kenneth H. Jesser, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kenneth H. Jesser, M.D., Inc.'s sponsor-wide assets declined 35.0%, from $175K to $114K.
Where does Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust ranks in the 10th 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 Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Concho Valley Workforce Development Board 401(k) Profit Sharing Plan in TX ($175K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Kenneth H. Jesser, M.D., Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (4 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 262795055.

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.