401(k) · DOL Form 5500 · 2022
Jaxson Investments Inc. 401(k) Plan
Data updated 2026-08-25
- $171K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $170,585
- Avg per participant Above avg balance/head
Official DOL plan name: Jaxson Investments 401(k) Trust · Sponsored by Jaxson Investments Inc. · Texas · Other Services
$171K in assets, 1 participants
Jaxson Investments Inc.'s Jaxson Investments 401(k) Trust reported $171K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #1,749 in Other Services (8,398 peers)
Jaxson Investments Inc. multi-year trail
Jaxson Investments Inc.'s plans moved +45.4% in assets from 2022 to 2024; this filing shows Jaxson Investments 401(k) Trust at $171K / 1 participant.
- #1,749
- in Other Services (8,398 peers)
- +15.7%
- assets growth YoY
Jaxson Investments 401(k) Trust among the smaller filed plans by assets
Jaxson Investments 401(k) Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$170,585 9th percentile higher than 9% 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
Jaxson Investments 401(k) 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. Jaxson Investments 401(k) Trust is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 833598354 · Jaxson Investments Inc. PY 2022 · 401(k)
Jaxson Investments 401(k) Trust · $171K · 1 · 9th
- EBSA $171K
- EBSA 1
- EBSA 9th
- EBSA 401(k)
- EBSA near Act Management Services, Inc. 401(k) Plan
- EBSA ind #1749
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 Texas →
Jaxson Investments 401(k) Trust in the asset neighbourhood
Jaxson Investments Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jaxson Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $248K 45.38089515490811% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $171K |
| 2023 | 1 | 1 | $215K |
| 2024 | 1 | 1 | $248K |
Jaxson Investments Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $147K |
|---|---|
| Net Assets (End of Year) | $171K |
| Net Income | $23K |
| Employer EIN | 833598354 |
| Plan Effective Date | 2019-02-20 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Jaxson Investments 401(k) Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Act Management Services, Inc. 401(k) Plan in GA ($171K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.