401(k) · DOL Form 5500 · 2022
Jakov Dulcich and Sons 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $36,145
- Avg per participant Low balance/head
Official DOL plan name: Jakov Dulcich and Sons 401(k) Plan · Sponsored by Jakov Dulcich and Sons · California · Agriculture, Forestry & Fishing
$3M in assets, 84 participants
Jakov Dulcich and Sons's Jakov Dulcich and Sons 401(k) Plan reported $3M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #671 in Agriculture, Forestry & Fishing (1,523 peers)
2022 asset change
Jakov Dulcich and Sons 401(k) Plan pulled back noticeably 12.4% in 2022 ($3M → $3M) for 84 participants.
- #671
- in Agriculture, Forestry & Fishing (1,523 peers)
- -12.4%
- assets change YoY
The plan reported a net loss of $431K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jakov Dulcich and Sons 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
Jakov Dulcich and Sons 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,036,219 41st percentile higher than 41% 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
Jakov Dulcich and Sons 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. Jakov Dulcich and Sons 401(k) Plan is a small filing (84 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 770240758 · Jakov Dulcich and Sons PY 2022 · 401(k)
Jakov Dulcich and Sons 401(k) Plan · $3M · 84 · 41st
- EBSA $3M
- EBSA 84
- EBSA 41st
- EBSA 401(k)
- EBSA near Lockheed Martin Savings Plan for Employees in Puerto Rico
- EBSA ind #671
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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →
Jakov Dulcich and Sons 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$431K |
| Employer EIN | 770240758 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Jakov Dulcich and Sons 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lockheed Martin Savings Plan for Employees in Puerto Rico in MD ($3M); by covered participants it is Taec 401(k) Profit Sharing Plan in UT (84 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 (84 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.