Profit Sharing · DOL Form 5500 · 2023

Fresno Jakobs Inc. Profit Sharing Plan

Data updated 2026-08-25

$710
Total assets Small plan by assets
1
Participants Small participant base
0th
Percentile by assets National rank
$710
Avg per participant Low balance/head
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Official DOL plan name: Fresno Jakobs Inc. Retirement Plan · Sponsored by Fresno Jakobs Inc. · California · Retail Trade

$710 in assets, 1 participants

Fresno Jakobs Inc.'s Fresno Jakobs Inc. Retirement Plan reported $710 in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

  • #57 in Retail Trade (8,414 peers)

2023 asset change

Fresno Jakobs Inc. Retirement Plan contracted severely 94.8% in 2023 ($14K → $710) for 1 participant.

#57
in Retail Trade (8,414 peers)
-94.8%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fresno Jakobs Inc. Retirement Plan among the smaller filed plans by assets

Fresno Jakobs Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$710 0th percentile higher than 0% of 127,068 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 2023

Fresno Jakobs Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fresno Jakobs Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fresno Jakobs Inc. Retirement Plan reported net income fell from -$623 in the plan year 2022 filing to -$13K in the plan year 2023 filing.
  • Fresno Jakobs Inc. Retirement Plan end-of-year assets fell from $14K in the plan year 2022 filing to $710 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 845016859 · Fresno Jakobs Inc. PY 2023 · Profit Sharing

Fresno Jakobs Inc. Retirement Plan · $710 · 1 · 0th

  • 5500 $710
  • 5500 1
  • 5500 0th
  • 5500 Profit Sharing
  • 5500 near Evergreen Endeavors Inc. Retirement Plan
  • 5500 ind #57

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 Retail Trade retirement plans → · Plans in California →

Fresno Jakobs Inc. Retirement Plan in the asset neighbourhood

Fresno Jakobs Inc. Retirement PlanFresno Jakobs Inc. Retiremen…$710Evergreen Endeavors Inc. Retirement PlanEvergreen Endeavors Inc. Ret…$709Castle Healthcare Services, Inc. Retirement PlanCastle Healthcare Services, …$702Perry M. Petrillo Architects Profit Sharing PlanPerry M. Petrillo Architects…$698Ed Gatto, Inc. Profit Sharing PlanEd Gatto, Inc. Profit Sharin…$698
End-of-year total assets ($M) among Fresno Jakobs Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Fresno Jakobs Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Fresno Jakobs Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.01M$0.01M$0.02M 202220232024 $0.01M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $14K
2023 1 1 $710
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$14K
Net Assets (End of Year)$710
Net Income-$13K
Employer EIN845016859
Plan Effective Date2020-03-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Fresno Jakobs Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Fresno Jakobs Inc. Retirement Plan, Total assets ($B): 7.1e-7 · Participants: 1Fresno Jakobs Inc. Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Fresno Jakobs Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Fresno Jakobs Inc. Retirement Plan side-by-side with 3 peers →

Fresno Jakobs Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Evergreen Endeavors Inc. Retirement Plan in TX ($709); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fresno Jakobs Inc. Retirement Plan assets move in 2023? ▼
Fresno Jakobs Inc. Retirement Plan contracted severely - down 94.8% during 2023, from $14K to $710. Reported net income was -$13K.
Where does Fresno Jakobs Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Fresno Jakobs Inc. Retirement Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Fresno Jakobs Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Evergreen Endeavors Inc. Retirement Plan in TX ($709, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Fresno Jakobs Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 845016859.

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.