401(k) · DOL Form 5500 · 2023

Jackson, Renfro & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
11
Participants Small participant base
51st
Percentile by assets National rank
$638,364
Avg per participant High balance/head
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Official DOL plan name: Jackson, Renfro & Associates, Inc. Profit Sharing Plan · Sponsored by Jackson, Renfro & Associates, Inc. · Alabama · Professional & Technical Services

$7M in assets, 11 participants

Jackson, Renfro & Associates, Inc.'s Jackson, Renfro & Associates, Inc. Profit Sharing Plan reported $7M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,057 in Professional & Technical Services (20,321 peers)

Jackson, Renfro & Associates, Inc. multi-year trail

Jackson, Renfro & Associates, Inc.'s plans moved +55.7% in assets from 2022 to 2024; this filing shows Jackson, Renfro & Associates, Inc. Profit Sharing Plan at $7M / 11 participants.

#10,057
in Professional & Technical Services (20,321 peers)
+26.8%
assets growth YoY

Jackson, Renfro & Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jackson, Renfro & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$7,022,002 Top 49% higher than 51% 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

Jackson, Renfro & Associates, Inc. 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. Jackson, Renfro & Associates, Inc. Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jackson, Renfro & Associates, Inc. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jackson, Renfro & Associates, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630758626 · Jackson, Renfro & Associates, Inc. PY 2023 · 401(k)

Jackson, Renfro & Associates, Inc. Profit Sharing Plan · $7M · 11 · 51st

  • RANK $7M
  • PHOTO 11
  • IND 51st
  • EOY 401(k)
  • 5500 near Automotive Keys Group 401(k) Plan
  • ASSETS ind #10057

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Jackson, Renfro & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Jackson, Renfro & Associates, Inc. Profit Sharing PlanJackson, Renfro & Associates…$7MAutomotive Keys Group 401(k) PlanAutomotive Keys Group 401(k)…$7MTitan Medical Group, LLC 401(k) PlanTitan Medical Group, LLC 401…$7MWayne Densch, Inc. 401(k) PlanWayne Densch, Inc. 401(k) Pl…$7MIntercredit Bank, N.a. 401(k) PlanIntercredit Bank, N.a. 401(k…$7M
End-of-year total assets ($M) among Jackson, Renfro & Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jackson, Renfro & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jackson, Renfro & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 55.72367106256322% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.54M $8.63M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 11 $6M
2023 1 11 $7M
2024 1 13 $9M

Jackson, Renfro & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN630758626
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Jackson, Renfro & Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Jackson, Renfro & Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.007022002 · Participants: 11Jackson, Renfro & Associates, Inc. Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Jackson, Renfro & Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Jackson, Renfro & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Jackson, Renfro & Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Automotive Keys Group 401(k) Plan in IL ($7M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Jackson, Renfro & Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Jackson, Renfro & Associates, Inc. Profit Sharing Plan grew sharply - up 26.8% during 2023, from $6M to $7M. Reported net income was $1M.
How have Jackson, Renfro & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson, Renfro & Associates, Inc.'s sponsor-wide assets grew 55.7%, from $6M to $9M.
Which 401(k) plans are similar in size to Jackson, Renfro & Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Automotive Keys Group 401(k) Plan in IL ($7M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Jackson, Renfro & Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 630758626.

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.