401(k) · DOL Form 5500 · 2022
Jeffcoat & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $151,749
- Avg per participant Above avg balance/head
Official DOL plan name: Jeffcoat & Associates, L.P. 401(k) Savings Plan · Sponsored by Jeffcoat & Associates, LLC · Alabama · Other Services
$8M in assets, 52 participants
Jeffcoat & Associates, LLC's Jeffcoat & Associates, L.P. 401(k) Savings Plan reported $8M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #6,414 in Other Services (8,398 peers)
Jeffcoat & Associates, LLC multi-year trail
Jeffcoat & Associates, LLC's plans moved +46.3% in assets from 2022 to 2024; this filing shows Jeffcoat & Associates, L.P. 401(k) Savings Plan at $8M / 52 participants.
- #6,414
- in Other Services (8,398 peers)
- -22.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jeffcoat & Associates, L.P. 401(k) Savings Plan's mid-pack asset rank among Other Services and all filers
Jeffcoat & Associates, L.P. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,890,966 Top 40% higher than 60% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jeffcoat & Associates, L.P. 401(k) Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffcoat & Associates, L.P. 401(k) Savings Plan is a small filing (52 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 841631750 · Jeffcoat & Associates, LLC PY 2022 · 401(k)
Jeffcoat & Associates, L.P. 401(k) Savings Plan · $8M · 52 · 60th
- 5500 $8M
- 5500 52
- 5500 60th
- 5500 401(k)
- 5500 near Chainalysis 401(k) Plan
- 5500 ind #6414
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 Other Services retirement plans → · Plans in Alabama →
Jeffcoat & Associates, L.P. 401(k) Savings Plan in the asset neighbourhood
Jeffcoat & Associates, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Jeffcoat & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 46.336392781314736% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $8M |
| 2023 | 1 | 52 | $9M |
| 2024 | 1 | 56 | $12M |
Jeffcoat & Associates, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 841631750 |
| Plan Effective Date | 1974-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Jeffcoat & Associates, L.P. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Chainalysis 401(k) Plan in NY ($8M); by covered participants it is Maserati North America, Inc. 401(k) Plan in MI (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Chainalysis 401(k) Plan (NY) $8M · 217
- Whoop 401(k) Plan (MA) $8M · 650
- J. W. Cheatham, LLC 401(k) Profit Sharing Plan (FL) $8M · 118
- Oki Furniture Fair LLC, Employees 401(k) Retirement Plan (OH) $8M · 260
Similar participant headcount
Nearest other-state filings by covered participants (52 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.