401(k) · DOL Form 5500 · 2022

Jacobson Holman PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
42nd
Percentile by assets National rank
$231,031
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jacobson Holman PLLC/ 401(k) Plan · Sponsored by Jacobson Holman PLLC · District of Columbia · Professional & Technical Services

$3M in assets, 14 participants

Jacobson Holman PLLC's Jacobson Holman PLLC/ 401(k) Plan reported $3M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,425 in Professional & Technical Services (21,562 peers)

Jacobson Holman PLLC multi-year trail

Jacobson Holman PLLC's plans moved +19.3% in assets from 2022 to 2023; this filing shows Jacobson Holman PLLC/ 401(k) Plan at $3M / 14 participants.

#8,425
in Professional & Technical Services (21,562 peers)
-20.9%
assets change YoY

The plan reported a net loss of $857K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jacobson Holman PLLC/ 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jacobson Holman PLLC/ 401(k) Plan vs every filed plan by assets

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

$3,234,440 42nd percentile higher than 42% 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

Jacobson Holman PLLC/ 401(k) 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. Jacobson Holman PLLC/ 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 520893601 · Jacobson Holman PLLC PY 2022 · 401(k)

Jacobson Holman PLLC/ 401(k) Plan · $3M · 14 · 42nd

  • SCH $3M
  • SCH 14
  • SCH 42nd
  • SCH 401(k)
  • SCH near Systechcorp Inc. 401(k) Plan
  • SCH ind #8425

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 District of Columbia →

Jacobson Holman PLLC/ 401(k) Plan in the asset neighbourhood

Jacobson Holman PLLC/ 401(k) PlanJacobson Holman PLLC/ 401(k)…$3MSystechcorp Inc. 401(k) Plan$3MSterling Bv, Inc. 401(k) Plan$3MAaction Rents Profit Sharing PlanAaction Rents Profit Sharing…$3MMobile Fixture & Equipment Co. Inc. 401(k) Profit Sharing PlanMobile Fixture & Equipment C…$3M
End-of-year total assets ($M) among Jacobson Holman PLLC/ 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jacobson Holman PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Jacobson Holman PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.30020016930869% vs 2022
2023 filing year
$4.5M$5M$5.5M$6M 20222023 $4.94M $5.9M ▲ +19.4%
Year Plans Participants Total Assets
2022 2 31 $5M
2023 2 41 $6M

Jacobson Holman PLLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$857K
Employer EIN520893601
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Jacobson Holman PLLC/ 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Jacobson Holman PLLC/ 401(k) Plan, Total assets ($B): 0.00323444 · Participants: 14Jacobson Holman PLLC/ 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Jacobson Holman PLLC/ 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Jacobson Holman PLLC/ 401(k) Plan side-by-side with 3 peers →

Jacobson Holman PLLC/ 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Systechcorp Inc. 401(k) Plan in NJ ($3M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Jacobson Holman PLLC/ 401(k) Plan assets move in 2022? ▼
Jacobson Holman PLLC/ 401(k) Plan declined sharply - down 20.9% during 2022, from $4M to $3M. Reported net income was -$857K.
How have Jacobson Holman PLLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jacobson Holman PLLC's sponsor-wide assets grew 19.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Jacobson Holman PLLC/ 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Systechcorp Inc. 401(k) Plan in NJ ($3M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Jacobson Holman PLLC/ 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 520893601.

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.