401(k) · DOL Form 5500 · 2022

Jackson, Renfro & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
11
Participants Small participant base
53rd
Percentile by assets National rank
$503,562
Avg per participant High balance/head
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Official DOL plan name: Jackson, Renfro & Associates, Inc. Profit Sharing Plan · Sponsored by Jackson, Renfro & Associates, Inc. · Alabama · Professional & Technical Services

$6M in assets, 11 participants

Jackson, Renfro & Associates, Inc.'s Jackson, Renfro & Associates, Inc. Profit Sharing Plan reported $6M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,898 in Professional & Technical Services (21,562 peers)

Jackson, Renfro & Associates, Inc. multi-year trail

Jackson, Renfro & Associates, Inc.'s plans moved +55.7% in assets from 2022 to 2024; this filing shows Jackson, Renfro & Associates, Inc. Profit Sharing Plan at $6M / 11 participants.

#10,898
in Professional & Technical Services (21,562 peers)
-17.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jackson, Renfro & Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jackson, Renfro & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,539,181 Top 47% higher than 53% 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

Jackson, Renfro & Associates, Inc. Profit Sharing 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. Jackson, Renfro & Associates, Inc. Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 630758626 · Jackson, Renfro & Associates, Inc. PY 2022 · 401(k)

Jackson, Renfro & Associates, Inc. Profit Sharing Plan · $6M · 11 · 53rd

  • PART $6M
  • TYPE 11
  • NET 53rd
  • BOOK 401(k)
  • VS-ST near Excess Line Association of New York 401(k) Profit Sharing Plan
  • BOY ind #10898

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 Alabama →

Jackson, Renfro & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Jackson, Renfro & Associates, Inc. Profit Sharing PlanJackson, Renfro & Associates…$6MExcess Line Association of New York 401(k) Profit Sharing PlanExcess Line Association of N…$6MRemind101, Inc. 401(k) Plan$6MPeter Katz Associates, Inc. Incentive Savings TrustPeter Katz Associates, Inc. …$6MHudson Scenic Studio, Inc. 401(k) PlanHudson Scenic Studio, Inc. 4…$6M
End-of-year total assets ($M) among Jackson, Renfro & Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jackson, Renfro & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jackson, Renfro & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 55.72367106256322% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.54M $8.63M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 11 $6M
2023 1 11 $7M
2024 1 13 $9M

Jackson, Renfro & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN630758626
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Jackson, Renfro & Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Jackson, Renfro & Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.005539181 · Participants: 11Jackson, Renfro & Associates, Inc. Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Jackson, Renfro & Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Jackson, Renfro & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Jackson, Renfro & Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Excess Line Association of New York 401(k) Profit Sharing Plan in NY ($6M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Jackson, Renfro & Associates, Inc. Profit Sharing Plan assets move in 2022? ▼
Jackson, Renfro & Associates, Inc. Profit Sharing Plan declined sharply - down 17.3% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Jackson, Renfro & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson, Renfro & Associates, Inc.'s sponsor-wide assets grew 55.7%, from $6M to $9M.
Which 401(k) plans are similar in size to Jackson, Renfro & Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Excess Line Association of New York 401(k) Profit Sharing Plan in NY ($6M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Jackson, Renfro & Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K 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 630758626.

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.