401(k) · DOL Form 5500 · 2022

Jacobsen/Daniels Associates 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
78
Participants Small participant base
62nd
Percentile by assets National rank
$112,161
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jacobsen/Daniels Associates 401(k) Plan · Sponsored by Jacobsen/Daniels Associates · Michigan · Professional & Technical Services

$9M in assets, 78 participants

Jacobsen/Daniels Associates's Jacobsen/Daniels Associates 401(k) Plan reported $9M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,060 in Professional & Technical Services (21,562 peers)

Jacobsen/Daniels Associates multi-year trail

Jacobsen/Daniels Associates's plans moved +58.9% in assets from 2022 to 2024; this filing shows Jacobsen/Daniels Associates 401(k) Plan at $9M / 78 participants.

#13,060
in Professional & Technical Services (21,562 peers)
-9.0%
assets change YoY

The plan reported a net loss of $870K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jacobsen/Daniels Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jacobsen/Daniels Associates 401(k) Plan vs every filed plan by assets

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

$8,748,524 Top 38% higher than 62% 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

Jacobsen/Daniels Associates 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. Jacobsen/Daniels Associates 401(k) Plan is a small filing (78 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 010556836 · Jacobsen/Daniels Associates PY 2022 · 401(k)

Jacobsen/Daniels Associates 401(k) Plan · $9M · 78 · 62nd

  • RANK $9M
  • RANK 78
  • RANK 62nd
  • RANK 401(k)
  • RANK near Westreet Federal Credit Union 401(k) Plan and Trust
  • RANK ind #13060

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 Michigan →

Jacobsen/Daniels Associates 401(k) Plan in the asset neighbourhood

Jacobsen/Daniels Associates 401(k) PlanJacobsen/Daniels Associates …$9MWestreet Federal Credit Union 401(k) Plan and TrustWestreet Federal Credit Unio…$9MElder Bray & Bankler 401(k) PlanElder Bray & Bankler 401(k) …$9MCeligo, Inc. 401(k) Plan$9MZenith Energy Terminals Holdings LLC 401(k) PlanZenith Energy Terminals Hold…$9M
End-of-year total assets ($M) among Jacobsen/Daniels Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jacobsen/Daniels Associates multi-year asset trail

Sponsor-wide plan assets over time

All Jacobsen/Daniels Associates plans reported in each filing year

Latest sponsor-wide plan assets
$14M 58.91828152954716% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.75M $13.9M ▲ +58.9%
Year Plans Participants Total Assets
2022 1 78 $9M
2023 1 108 $11M
2024 1 149 $14M

Jacobsen/Daniels Associates filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$870K
Employer EIN010556836
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Jacobsen/Daniels Associates 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Jacobsen/Daniels Associates 401(k) Plan, Total assets ($B): 0.008748524 · Participants: 78Jacobsen/Daniels Associates 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Jacobsen/Daniels Associates 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Jacobsen/Daniels Associates 401(k) Plan side-by-side with 3 peers →

Jacobsen/Daniels Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Westreet Federal Credit Union 401(k) Plan and Trust in OK ($9M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Jacobsen/Daniels Associates 401(k) Plan assets move in 2022? ▼
Jacobsen/Daniels Associates 401(k) Plan pulled back noticeably - down 9.0% during 2022, from $10M to $9M. Reported net income was -$870K.
How have Jacobsen/Daniels Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacobsen/Daniels Associates's sponsor-wide assets grew 58.9%, from $9M to $14M.
Which 401(k) plans are similar in size to Jacobsen/Daniels Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westreet Federal Credit Union 401(k) Plan and Trust in OK ($9M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Jacobsen/Daniels Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants, $2M 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 010556836.

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.