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
- 33
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $119,589
- Avg per participant Near avg balance/head
Official DOL plan name: Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan · Sponsored by Daniel L Jacob & Co., Inc. · Michigan · Wholesale Trade
$4M in assets, 33 participants
Daniel L Jacob & Co., Inc.'s Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan reported $4M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #2,268 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. Employees Retirement Savings Plan at $4M / 33 participants.
- #2,268
- in Wholesale Trade (6,843 peers)
- -18.3%
- assets change YoY
The plan reported a net loss of $886K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers
Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,946,438 46th percentile higher than 46% 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
Daniel L. Jacob & Co.,Inc. Employees Retirement 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. Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan is a small filing (33 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. Employees Retirement Savings Plan · $4M · 33 · 46th
- PCT $4M
- PCT 33
- PCT 46th
- PCT 401(k)
- PCT near El Cajon Family Medical Clinic 401(k) Plan
- PCT ind #2268
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. Employees Retirement Savings Plan in the asset neighbourhood
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
| 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) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$886K |
| Employer EIN | 382324095 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is El Cajon Family Medical Clinic 401(k) Plan in CA ($4M); by covered participants it is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 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 (33 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.