401(k) · DOL Form 5500 · 2022

Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
22
Participants Small participant base
61st
Percentile by assets National rank
$368,609
Avg per participant High balance/head
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Official DOL plan name: Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan · Sponsored by Nathan Sommers Jacobs, a Professional Corporation · Texas · Professional & Technical Services

$8M in assets, 22 participants

Nathan Sommers Jacobs, a Professional Corporation's Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan reported $8M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,697 in Professional & Technical Services (21,562 peers)

Nathan Sommers Jacobs, a Professional Corporation multi-year trail

Nathan Sommers Jacobs, a Professional Corporation's plans moved +15.1% in assets from 2022 to 2024; this filing shows Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan at $8M / 22 participants.

#12,697
in Professional & Technical Services (21,562 peers)
-9.3%
assets change YoY

The plan reported a net loss of $830K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan vs every filed plan by assets

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

$8,109,388 Top 39% higher than 61% 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

Nathan Sommers Jacobs, a Professional Corporation 401(k) 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. Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 760325650 · Nathan Sommers Jacobs, a Professional Corporation PY 2022 · 401(k)

Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan · $8M · 22 · 61st

  • EOY $8M
  • EOY 22
  • EOY 61st
  • EOY 401(k)
  • EOY near Columbia Food Service Company, 401(k) Profit Sharing Plan and Trust
  • EOY ind #12697

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 Texas →

Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan in the asset neighbourhood

Nathan Sommers Jacobs, a Professional Corporation 401(k) PlanNathan Sommers Jacobs, a Pro…$8MColumbia Food Service Company, 401(k) Profit Sharing Plan and TrustColumbia Food Service Compan…$8MSimploy, Inc. 401(k) Retirement Savings PlanSimploy, Inc. 401(k) Retirem…$8MZealandia Holding Company, Inc. 401(k) PlanZealandia Holding Company, I…$8MViking Client Services, LLC 401(k) PlanViking Client Services, LLC …$8M
End-of-year total assets ($M) among Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nathan Sommers Jacobs, a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Nathan Sommers Jacobs, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 15.109130306750645% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M$10M 202220232024 $8.11M $9.33M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 22 $8M
2023 1 21 $9M
2024 1 21 $9M

Nathan Sommers Jacobs, a Professional Corporation filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$830K
Employer EIN760325650
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan, Total assets ($B): 0.008109388 · Participants: 22Nathan Sommers Jacobs, a Professional Corporation 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan side-by-side with 3 peers →

Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Columbia Food Service Company, 401(k) Profit Sharing Plan and Trust in FL ($8M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan assets move in 2022? ▼
Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan pulled back noticeably - down 9.3% during 2022, from $9M to $8M. Reported net income was -$830K.
How have Nathan Sommers Jacobs, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nathan Sommers Jacobs, a Professional Corporation's sponsor-wide assets grew 15.1%, from $8M to $9M.
Which 401(k) plans are similar in size to Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Columbia Food Service Company, 401(k) Profit Sharing Plan and Trust in FL ($8M, 1,115 participants).
Which 401(k) plans cover a similar participant headcount to Nathan Sommers Jacobs, a Professional Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M 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 760325650.

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.