401(k) · DOL Form 5500 · 2022

Daniel L Jacob & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
20
Participants Small participant base
44th
Percentile by assets National rank
$179,748
Avg per participant Above avg balance/head
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Official DOL plan name: Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees · Sponsored by Daniel L Jacob & Co., Inc. · Michigan · Wholesale Trade

$4M in assets, 20 participants

Daniel L Jacob & Co., Inc.'s Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees reported $4M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,121 in Wholesale Trade (6,843 peers)

Daniel L Jacob & Co., Inc. multi-year trail

Daniel L Jacob & Co., Inc.'s plans moved +20.6% in assets from 2022 to 2024; this filing shows Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees at $4M / 20 participants.

#2,121
in Wholesale Trade (6,843 peers)
-17.8%
assets change YoY

The plan reported a net loss of $778K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees's mid-pack asset rank among Wholesale Trade and all filers

Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees vs every filed plan by assets

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

$3,594,965 44th percentile higher than 44% 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

Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees is a small filing (20 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 382324095 · Daniel L Jacob & Co., Inc. PY 2022 · 401(k)

Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees · $4M · 20 · 44th

  • BOOK $4M
  • VS-ST 20
  • BOY 44th
  • SCH 401(k)
  • EBSA near Gardner 401(k) Plan for Afscme Local 101 Represented Employees
  • PART ind #2121

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 Wholesale Trade retirement plans → · Plans in Michigan →

Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees in the asset neighbourhood

Windrose 401(k) Plan$4MDaniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 EmployeesDaniel L. Jacob & Co., Inc. …$4MGardner 401(k) Plan for Afscme Local 101 Represented EmployeesGardner 401(k) Plan for Afsc…$4MQuincy & Co., Inc. 401(k) PlanQuincy & Co., Inc. 401(k) Pl…$4MArris Composites 401(k) Plan$4M
End-of-year total assets ($M) among Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Daniel L Jacob & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Daniel L Jacob & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 20.64568854273486% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.2M $12.3M ▲ +20.7%
Year Plans Participants Total Assets
2022 3 66 $10M
2023 3 78 $12M
2024 3 70 $12M

Daniel L Jacob & Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$778K
Employer EIN382324095
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees, Total assets ($B): 0.003594965 · Participants: 20Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 EmployeesGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees side-by-side with 3 peers →

Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Gardner 401(k) Plan for Afscme Local 101 Represented Employees in CA ($4M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees assets move in 2022? ▼
Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees declined sharply - down 17.8% during 2022, from $4M to $4M. Reported net income was -$778K.
How have Daniel L Jacob & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel L Jacob & Co., Inc.'s sponsor-wide assets grew 20.6%, from $10M to $12M.
Which 401(k) plans are similar in size to Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees? ▼
Among 401(k) plans in other states, the closest by assets is Gardner 401(k) Plan for Afscme Local 101 Represented Employees in CA ($4M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 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 382324095.

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.