401(k) · DOL Form 5500 · 2023

Daniel L Jacob & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
33
Participants Small participant base
44th
Percentile by assets National rank
$146,292
Avg per participant Above avg balance/head
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Official DOL plan name: Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan · Sponsored by Daniel L Jacob & Co., Inc. · Michigan · Wholesale Trade

$5M in assets, 33 participants

Daniel L Jacob & Co., Inc.'s Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan reported $5M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,073 in Wholesale Trade (6,309 peers)

Daniel L Jacob & Co., Inc. multi-year trail

Daniel L Jacob & Co., Inc.'s plans moved +20.6% in assets from 2022 to 2024; this filing shows Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan at $5M / 33 participants.

#2,073
in Wholesale Trade (6,309 peers)
+22.3%
assets growth YoY

Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan vs every filed plan by assets

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

$4,827,639 44th percentile higher than 44% 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

Daniel L. Jacob & Co.,Inc. Employees Retirement Savings 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. Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan reported net income rose from -$886K in the plan year 2022 filing to $881K in the plan year 2023 filing.
  • Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 382324095 · Daniel L Jacob & Co., Inc. PY 2023 · 401(k)

Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan · $5M · 33 · 44th

  • BOY $5M
  • BOY 33
  • BOY 44th
  • BOY 401(k)
  • BOY near Epic Sciences, Inc. 401(k) Plan
  • BOY ind #2073

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 Wholesale Trade retirement plans → · Plans in Michigan →

Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan in the asset neighbourhood

Daniel L. Jacob & Co.,Inc. Employees Retirement Savings PlanDaniel L. Jacob & Co.,Inc. E…$5MEpic Sciences, Inc. 401(k) PlanEpic Sciences, Inc. 401(k) P…$5MPlanned Parenthood Association of Utah 403(b) PlanPlanned Parenthood Associati…$5MNational Domestic Violence Hotline 401 (K) PlanNational Domestic Violence H…$5MSemanchin & Wetter LLP Profit Sharing 401(k) PlanSemanchin & Wetter LLP Profi…$5M
End-of-year total assets ($M) among Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Daniel L Jacob & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Daniel L Jacob & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 20.64568854273486% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.2M $12.3M ▲ +20.7%
Year Plans Participants Total Assets
2022 3 66 $10M
2023 3 78 $12M
2024 3 70 $12M

Daniel L Jacob & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$881K
Employer EIN382324095
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan, Total assets ($B): 0.004827639 · Participants: 33Daniel L. Jacob & Co.,Inc. Employees Retirement Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan side-by-side with 3 peers →

Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Epic Sciences, Inc. 401(k) Plan in CA ($5M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan assets move in 2023? ▼
Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan grew sharply - up 22.3% during 2023, from $4M to $5M. Reported net income was $881K.
How have Daniel L Jacob & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel L Jacob & Co., Inc.'s sponsor-wide assets grew 20.6%, from $10M to $12M.
Which 401(k) plans are similar in size to Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epic Sciences, Inc. 401(k) Plan in CA ($5M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 382324095.

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.