401(k) · DOL Form 5500 · 2022
Jacobus Energy, LLC 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 347
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $73,677
- Avg per participant Below avg balance/head
Official DOL plan name: Jacobus Energy Retirement Plan · Sponsored by Jacobus Energy, LLC · Wisconsin · Finance & Insurance
$26M in assets, 347 participants
Jacobus Energy, LLC's Jacobus Energy Retirement Plan reported $26M in total assets and 347 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #6,396 in Finance & Insurance (9,261 peers)
Where Jacobus Energy Retirement Plan sits by assets
Jacobus Energy Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 347 participants (~$73,677/participant), down 18.1% in 2022.
- #6,396
- in Finance & Insurance (9,261 peers)
- -18.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jacobus Energy Retirement Plan's outsized position by total assets
Jacobus Energy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,566,012 Top 19% higher than 81% 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
Jacobus Energy Retirement 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. Jacobus Energy Retirement Plan sits mid-pack in the medium band (347 participants).
Plan-year Form 5500 strip
Filing strip 391957778 · Jacobus Energy, LLC PY 2022 · 401(k)
Jacobus Energy Retirement Plan · $26M · 347 · 81st
- VS-ST $26M
- VS-ST 347
- VS-ST 81st
- VS-ST 401(k)
- VS-ST near Polychem, LLC 401(k) Plan
- VS-ST ind #6396
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
Jacobus Energy Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$6M |
| Employer EIN | 391957778 |
| Plan Effective Date | 1952-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jacobus Energy, LLC)
Sponsor-wide plan assets over time
All Jacobus Energy, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 33.37827972544173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 347 | $26M |
| 2023 | 1 | 458 | $29M |
| 2024 | 1 | 474 | $34M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Jacobus Energy Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Polychem, LLC 401(k) Plan in OH ($26M); by covered participants it is Spire 401(k) Plan in MN (347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Polychem, LLC 401(k) Plan (OH) $26M · 579
- Rally Credit Union 401(k) Plan (TX) $26M · 525
- Pccw Global, Inc. 401(k) Plan (VA) $26M · 144
- Kaspersky Lab, Inc. 401(k) Plan (MA) $26M · 102
Similar participant headcount
Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.
- Spire 401(k) Plan (MN) 347 · 0 off
- Impact Advisors, LLC 401(k) Plan (IL) 347 · 0 off
- Stine Seed Companies Multiple Employer 401(k) Plan (IA) 347 · 0 off
- Tm Pay, Inc. 401(k) Plan (MO) 347 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.