401(k) · DOL Form 5500 · 2023

Jacobsma and Associates 401(k) Plan

Data updated 2026-08-25

$612K
Total assets Small plan by assets
13
Participants Small participant base
20th
Percentile by assets National rank
$47,077
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jacobsma and Associates 401(k) Profit Sharing Plan · Sponsored by Jacobsma and Associates · California · Real Estate

$612K in assets, 13 participants

Jacobsma and Associates's Jacobsma and Associates 401(k) Profit Sharing Plan reported $612K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,613 in Real Estate (4,727 peers)

Jacobsma and Associates multi-year trail

Jacobsma and Associates's plans moved +17.2% in assets from 2022 to 2024; this filing shows Jacobsma and Associates 401(k) Profit Sharing Plan at $612K / 13 participants.

#1,613
in Real Estate (4,727 peers)
+6.1%
assets growth YoY

Jacobsma and Associates 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jacobsma and Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$611,998 20th percentile higher than 20% 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

Jacobsma and Associates 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jacobsma and Associates 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacobsma and Associates 401(k) Profit Sharing Plan reported net income rose from $2K in the plan year 2022 filing to $35K in the plan year 2023 filing.
  • Jacobsma and Associates 401(k) Profit Sharing Plan reported participants fell from 15 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • Jacobsma and Associates 401(k) Profit Sharing Plan end-of-year assets rose from $577K in the plan year 2022 filing to $612K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 202304962 · Jacobsma and Associates PY 2023 · 401(k)

Jacobsma and Associates 401(k) Profit Sharing Plan · $612K · 13 · 20th

  • NET $612K
  • NET 13
  • NET 20th
  • NET 401(k)
  • NET near Altezza Holdings 401(k) Trust
  • NET ind #1613

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 Real Estate retirement plans → · Plans in California →

Jacobsma and Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Jacobsma and Associates 401(k) Profit Sharing PlanJacobsma and Associates 401(…$612KAltezza Holdings 401(k) Trust$612KBusiness Garage Authority, Inc. 401(k) PlanBusiness Garage Authority, I…$612KIntrignia, Inc. 401(k) Plan$612KJack Green Oil Company 401(k) PlanJack Green Oil Company 401(k…$612K
End-of-year total assets ($M) among Jacobsma and Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jacobsma and Associates multi-year asset trail

Sponsor-wide plan assets over time

All Jacobsma and Associates plans reported in each filing year

Latest sponsor-wide plan assets
$676K 17.238252753044296% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.58M $0.68M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 15 $577K
2023 1 13 $612K
2024 1 15 $676K

Jacobsma and Associates filing trail (2023)

Total Assets (Beginning of Year)$577K
Net Assets (End of Year)$612K
Net Income$35K
Employer EIN202304962
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jacobsma and Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jacobsma and Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.000611998 · Participants: 13Jacobsma and Associates 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jacobsma and Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jacobsma and Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jacobsma and Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Altezza Holdings 401(k) Trust in CT ($612K); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($612K here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Jacobsma and Associates 401(k) Profit Sharing Plan assets move in 2023? ▼
Jacobsma and Associates 401(k) Profit Sharing Plan grew at a solid clip - up 6.1% during 2023, from $577K to $612K. Reported net income was $35K.
How have Jacobsma and Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacobsma and Associates's sponsor-wide assets grew 17.2%, from $577K to $676K.
Where does Jacobsma and Associates 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jacobsma and Associates 401(k) Profit Sharing Plan ranks in the 20th 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 Jacobsma and Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Altezza Holdings 401(k) Trust in CT ($612K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Jacobsma and Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 202304962.

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.