401(k) · DOL Form 5500 · 2022
Jacobs Heating & Air Conditioning, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $83,157
- Avg per participant Below avg balance/head
Official DOL plan name: Jacobs Heating & Air Conditioning 401(k) Plan · Sponsored by Jacobs Heating & Air Conditioning, Inc. · Oregon · Construction
$8M in assets, 98 participants
Jacobs Heating & Air Conditioning, Inc.'s Jacobs Heating & Air Conditioning 401(k) Plan reported $8M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #5,994 in Construction (9,927 peers)
2022 asset change
Jacobs Heating & Air Conditioning 401(k) Plan pulled back noticeably 14.2% in 2022 ($10M → $8M) for 98 participants.
- #5,994
- in Construction (9,927 peers)
- -14.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jacobs Heating & Air Conditioning 401(k) Plan's mid-pack asset rank among Construction and all filers
Jacobs Heating & Air Conditioning 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,149,414 Top 39% higher than 61% 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
Jacobs Heating & Air Conditioning 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. Jacobs Heating & Air Conditioning 401(k) Plan is a small filing (98 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 930412591 · Jacobs Heating & Air Conditioning, Inc. PY 2022 · 401(k)
Jacobs Heating & Air Conditioning 401(k) Plan · $8M · 98 · 61st
- EOY $8M
- EOY 98
- EOY 61st
- EOY 401(k)
- EOY near Crownpeak 401(k) Plan
- EOY ind #5994
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 Construction retirement plans → · Plans in Oregon →
Jacobs Heating & Air Conditioning 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 930412591 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Jacobs Heating & Air Conditioning 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Crownpeak 401(k) Plan in CO ($8M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.
- Sierra7 401(k) Plan (VA) 98 · 0 off
- A Pocono Country Place Propert 401(k) Profit Sharing Plan & Trust (PA) 98 · 0 off
- Oncocyte 401(k) Plan (CA) 98 · 0 off
- Fnb 401(k) Employee Stock Ownership Plan (WY) 98 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.