401(k) · DOL Form 5500 · 2022
Jacob & Hefner Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $80,117
- Avg per participant Below avg balance/head
Official DOL plan name: Jacob & Hefner Associates 401(k) Plan · Sponsored by Jacob & Hefner Associates, Inc. · Illinois · Professional & Technical Services
$10M in assets, 119 participants
Jacob & Hefner Associates, Inc.'s Jacob & Hefner Associates 401(k) Plan reported $10M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #13,499 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Jacob & Hefner Associates 401(k) Plan covers 119 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $10M.
- #13,499
- in Professional & Technical Services (21,562 peers)
- -7.0%
- assets change YoY
The plan reported a net loss of $722K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jacob & Hefner Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Jacob & Hefner Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,533,914 Top 36% higher than 64% 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
Jacob & Hefner Associates 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jacob & Hefner Associates 401(k) Plan sits mid-pack in the medium band (119 participants).
DOL schedule card
Filing strip 364070643 · Jacob & Hefner Associates, Inc. PY 2022 · 401(k)
Jacob & Hefner Associates 401(k) Plan · $10M · 119 · 64th
- EOY $10M
- EOY 119
- EOY 64th
- EOY 401(k)
- EOY near Mchale Landscape Design 401(k) Plan
- EOY ind #13499
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 Illinois →
Jacob & Hefner Associates 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$722K |
| Employer EIN | 364070643 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jacob & Hefner Associates, Inc.)
Sponsor-wide plan assets over time
All Jacob & Hefner Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 52.11590958340929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $10M |
| 2023 | 1 | 134 | $12M |
| 2024 | 1 | 123 | $15M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Jacob & Hefner Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Mchale Landscape Design 401(k) Plan in MD ($10M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Mchale Landscape Design 401(k) Plan (MD) $10M · 274
- Inglewood Park Cemetery 401(k) Plan and Trust (CA) $10M · 253
- Avante Group, Inc. 401(k) Plan (FL) $10M · 2,408
- Tai Ping Carpets 401(k) Plan (GA) $10M · 72
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Apreva Hospice 401(k) Plan (CA) 119 · 0 off
- Solo Printing 401(k) Savings Plan (FL) 119 · 0 off
- Shinn 401(k) Retirement Plan (IA) 119 · 0 off
- Utah Medical Products, Inc. 401(k) Retirement Plan (UT) 119 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.