401(k) · DOL Form 5500 · 2022

Jan Loewen Insurance Services 401(k) Plan

Data updated 2026-08-25

$263K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$87,644
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jan Loewen Insurance Services 401(k) Plan · Sponsored by Jan Loewen Insurance Services · California · Finance & Insurance

$263K in assets, 3 participants

Jan Loewen Insurance Services's Jan Loewen Insurance Services 401(k) Plan reported $263K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #722 in Finance & Insurance (9,261 peers)

Jan Loewen Insurance Services multi-year trail

Jan Loewen Insurance Services's plans moved +48.6% in assets from 2022 to 2024; this filing shows Jan Loewen Insurance Services 401(k) Plan at $263K / 3 participants.

#722
in Finance & Insurance (9,261 peers)
+83.3%
assets growth YoY

Jan Loewen Insurance Services 401(k) Plan among the smaller filed plans by assets

Jan Loewen Insurance Services 401(k) Plan vs every filed plan by assets

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

$262,931 13th percentile higher than 13% 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

Jan Loewen Insurance Services 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jan Loewen Insurance Services 401(k) Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 813418878 · Jan Loewen Insurance Services PY 2022 · 401(k)

Jan Loewen Insurance Services 401(k) Plan · $263K · 3 · 13th

  • ASSETS $263K
  • PCT 3
  • EIN 13th
  • RANK 401(k)
  • PHOTO near Pinnacle West Asset Management Inc 401(k) Plan
  • IND ind #722

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 Finance & Insurance retirement plans → · Plans in California →

Jan Loewen Insurance Services 401(k) Plan in the asset neighbourhood

Jan Loewen Insurance Services 401(k) PlanJan Loewen Insurance Service…$263KPinnacle West Asset Management Inc 401(k) PlanPinnacle West Asset Manageme…$263KMjmmz Corp. 401(k) Plan$263KSign Partners Inc 401(k) Plan$263KVee Logistics Corp 401(k) Profit Sharing PlanVee Logistics Corp 401(k) Pr…$263K
End-of-year total assets ($M) among Jan Loewen Insurance Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jan Loewen Insurance Services multi-year asset trail

Sponsor-wide plan assets over time

All Jan Loewen Insurance Services plans reported in each filing year

Latest sponsor-wide plan assets
$391K 48.62264244231376% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.26M $0.39M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 3 $263K
2023 4 8 $775K
2024 1 5 $391K

Jan Loewen Insurance Services filing trail (2022)

Total Assets (Beginning of Year)$143K
Net Assets (End of Year)$263K
Net Income$119K
Employer EIN813418878
Plan Effective Date2016-07-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jan Loewen Insurance Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jan Loewen Insurance Services 401(k) Plan, Total assets ($B): 0.000262931 · Participants: 3Jan Loewen Insurance Services 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Jan Loewen Insurance Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jan Loewen Insurance Services 401(k) Plan side-by-side with 3 peers →

Jan Loewen Insurance Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pinnacle West Asset Management Inc 401(k) Plan in WY ($263K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($263K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jan Loewen Insurance Services 401(k) Plan assets move in 2022? ▼
Jan Loewen Insurance Services 401(k) Plan surged - up 83.3% during 2022, from $143K to $263K. Reported net income was $119K.
How have Jan Loewen Insurance Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jan Loewen Insurance Services's sponsor-wide assets grew 48.6%, from $263K to $391K.
Where does Jan Loewen Insurance Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Jan Loewen Insurance Services 401(k) Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jan Loewen Insurance Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinnacle West Asset Management Inc 401(k) Plan in WY ($263K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Jan Loewen Insurance Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A 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 813418878.

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.