Profit Sharing · DOL Form 5500 · 2022

Jacobsen Pilot Service, Inc. Profit Sharing Plan

Data updated 2026-08-11

$10M
Total assets
38
Participants
65th
Percentile by assets
$268,144
Avg per participant
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Official DOL plan name: Jacobsen Pilot Service, Inc. Profit Sharing Plan · Sponsored by Jacobsen Pilot Service, Inc. · California · Transportation & Warehousing

$10M in assets, 38 participants

Jacobsen Pilot Service, Inc.'s Jacobsen Pilot Service, Inc. Profit Sharing Plan reported $10M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • 65th percentile by assets (of 139,126 plans)
  • #2,618 in Transportation & Warehousing (3,876 peers)

Jacobsen Pilot Service, Inc. multi-year trail

Jacobsen Pilot Service, Inc.'s plans moved +33.7% in assets from 2022 to 2024; this filing shows Jacobsen Pilot Service, Inc. Profit Sharing Plan at $10M / 38 participants.

$10M
total plan assets (2022 EOY)
38
covered participants
65th
percentile by assets (of 139,126 plans)
$268,144
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jacobsen Pilot Service, Inc. across 3 plan years on file

Across the 3 plan years Jacobsen Pilot Service, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $35M to $47M, a gain of 33.7%, while reported participants moved from 78 to 43 (-44.9%). Peak year by sponsor assets: 2024 ($47M); trough: 2022 ($35M).

Jacobsen Pilot Service, Inc. multi-year asset trail

$30M$35M$40M$45M$50M 202220232024 $35M $46.8M ▲ +33.7%
Total plan assets by year, all Jacobsen Pilot Service, Inc. plans on file
Year Plans Participants Total Assets
2022 2 78 $35M
2023 2 80 $39M
2024 1 43 $47M

Jacobsen Pilot Service, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN952092412
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jacobsen Pilot Service, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Jacobsen Pilot Service, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Jacobsen Pilot Servi…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Cedars-Sinai Health …
Jacobsen Pilot Service, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Jacobsen Pilot Service, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Jacobsen Pilot Service, Inc. Profit Sharing Plan assets move in 2022?
Jacobsen Pilot Service, Inc. Profit Sharing Plan declined sharply - down 18.1% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Jacobsen Pilot Service, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jacobsen Pilot Service, Inc.'s sponsor-wide assets grew 33.7%, from $35M to $47M.
Which Profit Sharing plans are similar in size to Jacobsen Pilot Service, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Pride & Service Elevator Co., Holdings Inc. Profit Sharing Plan in NJ ($10M, 62 participants).

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Multi-year trail

Ways to act on Jacobsen Pilot Service, Inc. Profit Sharing Plan's numbers.