401(k) · DOL Form 5500 · 2022

Jaeckle Wholesale, Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
114
Participants Small participant base
61st
Percentile by assets National rank
$72,178
Avg per participant Below avg balance/head
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Official DOL plan name: Jaeckle Wholesale, Inc. 401(k) Savings Plan · Sponsored by Jaeckle Wholesale, Inc · Wisconsin · Wholesale Trade

$8M in assets, 114 participants

Jaeckle Wholesale, Inc's Jaeckle Wholesale, Inc. 401(k) Savings Plan reported $8M in total assets and 114 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.

  • #3,568 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

Jaeckle Wholesale, Inc. 401(k) Savings Plan covers 114 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#3,568
in Wholesale Trade (6,843 peers)
-20.6%
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.

Jaeckle Wholesale, Inc. 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Jaeckle Wholesale, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$8,228,272 Top 39% higher than 61% 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

Jaeckle Wholesale, Inc. 401(k) Savings 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. Jaeckle Wholesale, Inc. 401(k) Savings Plan sits mid-pack in the medium band (114 participants).

Published 5500 schedule card

Filing strip 390987893 · Jaeckle Wholesale, Inc PY 2022 · 401(k)

Jaeckle Wholesale, Inc. 401(k) Savings Plan · $8M · 114 · 61st

  • EIN $8M
  • EIN 114
  • EIN 61st
  • EIN 401(k)
  • EIN near Kennedy Cabot Acquisition LLC 401(k) Profit Sharing Plan & Trust
  • EIN ind #3568

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Jaeckle Wholesale, Inc. 401(k) Savings Plan in the asset neighbourhood

Jaeckle Wholesale, Inc. 401(k) Savings PlanJaeckle Wholesale, Inc. 401(…$8MKennedy Cabot Acquisition LLC 401(k) Profit Sharing Plan & TrustKennedy Cabot Acquisition LL…$8MStein Seal Company 401(k) Retirement Savings PlanStein Seal Company 401(k) Re…$8MPaklab 401(k) Retirement Plan$8MBoxx Modular Holdings, Inc. 401(k) Profit Sharing Plan and TBoxx Modular Holdings, Inc. …$8M
End-of-year total assets ($M) among Jaeckle Wholesale, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN390987893
Plan Effective Date1984-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jaeckle Wholesale, Inc)

Sponsor-wide plan assets over time

All Jaeckle Wholesale, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 34.522072192071434% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.23M $11.1M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 114 $8M
2023 1 118 $10M
2024 1 103 $11M

Nearby 401(k) Plans in Wisconsin

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

Jaeckle Wholesale, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Jaeckle Wholesale, Inc. 401(k) Savings Plan, Total assets ($B): 0.008228272 · Participants: 114Jaeckle Wholesale, Inc. 401(k) Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Jaeckle Wholesale, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Jaeckle Wholesale, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kennedy Cabot Acquisition LLC 401(k) Profit Sharing Plan & Trust in FL ($8M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Jaeckle Wholesale, Inc. 401(k) Savings Plan assets move in 2022?
Jaeckle Wholesale, Inc. 401(k) Savings Plan declined sharply - down 20.6% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Jaeckle Wholesale, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Jaeckle Wholesale, Inc's sponsor-wide assets grew 34.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Jaeckle Wholesale, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Kennedy Cabot Acquisition LLC 401(k) Profit Sharing Plan & Trust in FL ($8M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Jaeckle Wholesale, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K in assets).