401(k) · DOL Form 5500 · 2023

Jepsen Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$947K
Total assets Small plan by assets
8
Participants Small participant base
23rd
Percentile by assets National rank
$118,368
Avg per participant Near avg balance/head
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Official DOL plan name: Jepsen Investments, Inc. 401(k) Plan and Trust · Sponsored by Jepsen Investments, Inc. · Illinois · Administrative & Support Services

$947K in assets, 8 participants

Jepsen Investments, Inc.'s Jepsen Investments, Inc. 401(k) Plan and Trust reported $947K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,015 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Jepsen Investments, Inc. 401(k) Plan and Trust ranks #2,015 of 4,372 2023 filers by assets (3047% of the sector average)-$947K for 8 participants.

#2,015
in Administrative & Support Services (4,372 peers)
+12.0%
assets growth YoY

Jepsen Investments, Inc. 401(k) Plan and Trust among the smaller filed plans by assets

Jepsen Investments, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$946,941 23rd percentile higher than 23% 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

Jepsen Investments, Inc. 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jepsen Investments, Inc. 401(k) Plan and Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jepsen Investments, Inc. 401(k) Plan and Trust reported net income rose from -$161K in the plan year 2022 filing to $102K in the plan year 2023 filing.
  • Jepsen Investments, Inc. 401(k) Plan and Trust reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Jepsen Investments, Inc. 401(k) Plan and Trust end-of-year assets rose from $845K in the plan year 2022 filing to $947K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364411050 · Jepsen Investments, Inc. PY 2023 · 401(k)

Jepsen Investments, Inc. 401(k) Plan and Trust · $947K · 8 · 23rd

  • PCT $947K
  • EIN 8
  • RANK 23rd
  • PHOTO 401(k)
  • IND near Curvafix 401(k) Plan
  • EOY ind #2015

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 →

Jepsen Investments, Inc. 401(k) Plan and Trust in the asset neighbourhood

Jepsen Investments, Inc. 401(k) Plan and TrustJepsen Investments, Inc. 401…$947KCurvafix 401(k) Plan$947KSaxby & Co. 401(k) Plan$947KClassen Family Dentistry, PC 401(k)Classen Family Dentistry, PC…$947KShoals Primary Care Retirement PlanShoals Primary Care Retireme…$947K
End-of-year total assets ($M) among Jepsen Investments, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$845K
Net Assets (End of Year)$947K
Net Income$102K
Employer EIN364411050
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jepsen Investments, Inc.)

Sponsor-wide plan assets over time

All Jepsen Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$947K 12.006628556018041% vs 2022
2023 filing year
$0.8M$0.85M$0.9M$0.95M$1M 20222023 $0.85M $0.95M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 7 $845K
2023 1 8 $947K

Nearby 401(k) Plans in Illinois

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

Jepsen Investments, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Jepsen Investments, Inc. 401(k) Plan and Trust, Total assets ($B): 0.000946941 · Participants: 8Jepsen Investments, Inc. 401(k) Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Jepsen Investments, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Jepsen Investments, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Jepsen Investments, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Curvafix 401(k) Plan in WA ($947K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($947K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); 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 Jepsen Investments, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Jepsen Investments, Inc. 401(k) Plan and Trust grew at a solid clip - up 12.0% during 2023, from $845K to $947K. Reported net income was $102K.
How have Jepsen Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jepsen Investments, Inc.'s sponsor-wide assets grew 12.0%, from $845K to $947K.
Where does Jepsen Investments, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Jepsen Investments, Inc. 401(k) Plan and Trust ranks in the 23rd 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 401(k) plans are similar in size to Jepsen Investments, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Curvafix 401(k) Plan in WA ($947K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Jepsen Investments, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 364411050.

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.