401(k) · DOL Form 5500 · 2022

Jacobson Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
840
Participants Near avg headcount
70th
Percentile by assets National rank
$15,616
Avg per participant Low balance/head
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Official DOL plan name: Jacobson Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Jacobson Holdings, Inc. · Kansas · Transportation & Warehousing

$13M in assets, 840 participants

Jacobson Holdings, Inc.'s Jacobson Holdings, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 840 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,783 in Transportation & Warehousing (3,876 peers)

Coverage in Kansas

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan covers 840 participants in Kansas, 2.3x the typical Kansas plan (state average ~360 per filing). Assets: $13M.

#2,783
in Transportation & Warehousing (3,876 peers)
-17.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,117,732 Top 30% higher than 70% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Jacobson Holdings, Inc. 401(k) Profit Sharing 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 Holdings, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (840 participants).

Form 5500 schedule snapshot

Filing strip 832239067 · Jacobson Holdings, Inc. PY 2022 · 401(k)

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan · $13M · 840 · 70th

  • RANK $13M
  • PHOTO 840
  • IND 70th
  • EOY 401(k)
  • 5500 near H. Eikenhout & Sons, Inc. 401(k) Plan
  • ASSETS ind #2783

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 Transportation & Warehousing retirement plans → · Plans in Kansas →

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jacobson Holdings, Inc. 401(k) Profit Sharing PlanJacobson Holdings, Inc. 401(…$13MH. Eikenhout & Sons, Inc. 401(k) PlanH. Eikenhout & Sons, Inc. 40…$13MReston Association Retirement Savings PlanReston Association Retiremen…$13MPlanet Technologies 401(k) PlanPlanet Technologies 401(k) P…$13MAlpha Corporation 401(k) Retirement PlanAlpha Corporation 401(k) Ret…$13M
End-of-year total assets ($M) among Jacobson Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kansas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN832239067
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacobson Holdings, Inc.)

Sponsor-wide plan assets over time

All Jacobson Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 14.86563378486464% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13.1M $15.1M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 840 $13M
2023 1 873 $15M
2024 1 838 $15M

Nearby 401(k) Plans in Kansas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Jacobson Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013117732 · Participants: 840Jacobson Holdings, Inc. 401(k) Profit Sharing PlanKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Jacobson Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Jacobson Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is H. Eikenhout & Sons, Inc. 401(k) Plan in MI ($13M); by covered participants it is Plaid 401(k) Plan in CA (840 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (840 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.

Frequently Asked Questions

How did Jacobson Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Jacobson Holdings, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.6% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Jacobson Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacobson Holdings, Inc.'s sponsor-wide assets grew 14.9%, from $13M to $15M.
Which 401(k) plans are similar in size to Jacobson Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is H. Eikenhout & Sons, Inc. 401(k) Plan in MI ($13M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Jacobson Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plaid 401(k) Plan in CA (840 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832239067.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.