401(k) · DOL Form 5500 · 2023
Jacobsen Pilot Service, Inc. 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 40
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $977,551
- Avg per participant High balance/head
Official DOL plan name: Jacobsen Pilot Service, Inc. 401(k) Plan · Sponsored by Jacobsen Pilot Service, Inc. · California · Transportation & Warehousing
$39M in assets, 40 participants
Jacobsen Pilot Service, Inc.'s Jacobsen Pilot Service, Inc. 401(k) Plan reported $39M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,739 in Transportation & Warehousing (3,362 peers)
Where Jacobsen Pilot Service, Inc. 401(k) Plan sits by assets
Jacobsen Pilot Service, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 40 participants (~$977,551/participant), up 57.7% in 2023.
- #2,739
- in Transportation & Warehousing (3,362 peers)
- +57.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Jacobsen Pilot Service, Inc. 401(k) Plan's outsized position by total assets
Jacobsen Pilot Service, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,102,050 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jacobsen Pilot Service, Inc. 401(k) 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. Jacobsen Pilot Service, Inc. 401(k) Plan is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jacobsen Pilot Service, Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Jacobsen Pilot Service, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $39M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 952092412 · Jacobsen Pilot Service, Inc. PY 2023 · 401(k)
Jacobsen Pilot Service, Inc. 401(k) Plan · $39M · 40 · 83rd
- PHOTO $39M
- PHOTO 40
- PHOTO 83rd
- PHOTO 401(k)
- PHOTO near Aura 401(k) Retirement Plan
- PHOTO ind #2739
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 Transportation & Warehousing retirement plans → · Plans in California →
Jacobsen Pilot Service, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 952092412 |
| Plan Effective Date | 2004-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jacobsen Pilot Service, Inc.)
Sponsor-wide plan assets over time
All Jacobsen Pilot Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 33.696747597147414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 78 | $35M |
| 2023 | 2 | 80 | $39M |
| 2024 | 1 | 43 | $47M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Jacobsen Pilot Service, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Aura 401(k) Retirement Plan in MA ($39M); by covered participants it is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 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.