401(k) · DOL Form 5500 · 2022
Jacobson Capital, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $145,738
- Avg per participant Above avg balance/head
Official DOL plan name: Jacobson Capital, Inc. 401(k) and Profit Sharing Plan · Sponsored by Jacobson Capital, Inc. · North Carolina · Construction
$1M in assets, 9 participants
Jacobson Capital, Inc.'s Jacobson Capital, Inc. 401(k) and Profit Sharing Plan reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #2,507 in Construction (9,927 peers)
2022 asset change
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan surged 156.3% in 2022 ($512K → $1M) for 9 participants.
- #2,507
- in Construction (9,927 peers)
- +156.3%
- assets growth YoY
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan among the smaller filed plans by assets
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,311,644 28th percentile higher than 28% 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
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jacobson Capital, Inc. 401(k) and Profit Sharing Plan is a micro filing (9 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 852438616 · Jacobson Capital, Inc. PY 2022 · 401(k)
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan · $1M · 9 · 28th
- VS-ST $1M
- VS-ST 9
- VS-ST 28th
- VS-ST 401(k)
- VS-ST near Daniel Financial Management 401(k) Profit Sharing Plan & Trust
- VS-ST ind #2507
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 Construction retirement plans → · Plans in North Carolina →
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood
Jacobson Capital, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Jacobson Capital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $1M |
| 2023 | 1 | 10 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $512K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $800K |
| Employer EIN | 852438616 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Daniel Financial Management 401(k) Profit Sharing Plan & Trust in NJ ($1M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.