401(k) · DOL Form 5500 · 2023
Daniel L Jacob & Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $150,373
- Avg per participant Above avg balance/head
Official DOL plan name: Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 247 Employees · Sponsored by Daniel L Jacob & Co., Inc. · Michigan · Wholesale Trade
$3M in assets, 20 participants
Daniel L Jacob & Co., Inc.'s Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 247 Employees reported $3M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #1,566 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. Retirement Plan - Hourly 247 Employees at $3M / 20 participants.
- #1,566
- in Wholesale Trade (6,309 peers)
- +15.2%
- assets growth YoY
Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 247 Employees's mid-pack asset rank among Wholesale Trade and all filers
Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 247 Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,007,461 36th percentile higher than 36% 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
Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 247 Employees 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. Retirement Plan - Hourly 247 Employees is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 247 Employees reported net income rose from -$584K in the plan year 2022 filing to $396K in the plan year 2023 filing.
- Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 247 Employees reported participants rose from 13 in the plan year 2022 filing to 20 in the plan year 2023 filing.
- Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 247 Employees end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 382324095 · Daniel L Jacob & Co., Inc. PY 2023 · 401(k)
Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 247 Employees · $3M · 20 · 36th
- IND $3M
- EOY 20
- 5500 36th
- ASSETS 401(k)
- PCT near Volunteer Distributing, Inc. 401(k) Profit Sharing Plan
- EIN ind #1566
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. Retirement Plan - Hourly 247 Employees in the asset neighbourhood
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
| 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) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $396K |
| Employer EIN | 382324095 |
| Plan Effective Date | 1998-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 247 Employees's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Volunteer Distributing, Inc. 401(k) Profit Sharing Plan in TN ($3M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 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.