401(k) · DOL Form 5500 · 2022
J.J. & H., Ltd. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 186
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $38,052
- Avg per participant Low balance/head
Official DOL plan name: Jacobson Associates 401(k) Plan · Sponsored by J.J. & H., Ltd. · Illinois · Administrative & Support Services
$7M in assets, 186 participants
J.J. & H., Ltd.'s Jacobson Associates 401(k) Plan reported $7M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #3,847 in Administrative & Support Services (4,927 peers)
Coverage in Illinois
Jacobson Associates 401(k) Plan covers 186 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $7M.
- #3,847
- in Administrative & Support Services (4,927 peers)
- -19.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jacobson Associates 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers
Jacobson Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,077,683 Top 42% higher than 58% 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
Jacobson 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. Jacobson Associates 401(k) Plan sits mid-pack in the medium band (186 participants).
Published 5500 schedule card
Filing strip 362719570 · J.J. & H., Ltd. PY 2022 · 401(k)
Jacobson Associates 401(k) Plan · $7M · 186 · 58th
- NET $7M
- NET 186
- NET 58th
- NET 401(k)
- NET near Day's Chevrolet Inc. 401(k) Savings Plan
- NET ind #3847
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 Administrative & Support Services retirement plans → · Plans in Illinois →
Jacobson Associates 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 362719570 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.J. & H., Ltd.)
Sponsor-wide plan assets over time
All J.J. & H., Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 31.193273278839982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $7M |
| 2023 | 1 | 198 | $9M |
| 2024 | 1 | 222 | $9M |
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
Jacobson Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Day's Chevrolet Inc. 401(k) Savings Plan in GA ($7M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Day's Chevrolet Inc. 401(k) Savings Plan (GA) $7M · 134
- M-Files 401(k) Plan (TX) $7M · 118
- Innovations Health Systems, LLC 401(k) Plan (CA) $7M · 310
- Phononic, Inc (NC) $7M · 202
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Combs Concrete Construction Company 401(k) Plan (NC) 186 · 0 off
- American Academy of Neurology 401(k) Plan (MN) 186 · 0 off
- Exterior Maintenance Resources, Inc. 401(k) Plan (NJ) 186 · 0 off
- The Country Club 401(k) Plan (MA) 186 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.