401(k) · DOL Form 5500 · 2023

T. C. Jacoby & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
28
Participants Small participant base
68th
Percentile by assets National rank
$545,786
Avg per participant High balance/head
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Official DOL plan name: T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan · Sponsored by T. C. Jacoby & Company, Inc. · Missouri · Wholesale Trade

$15M in assets, 28 participants

T. C. Jacoby & Company, Inc.'s T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan reported $15M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,935 in Wholesale Trade (6,309 peers)

T. C. Jacoby & Company, Inc. multi-year trail

T. C. Jacoby & Company, Inc.'s plans moved +38.5% in assets from 2022 to 2024; this filing shows T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan at $15M / 28 participants.

#3,935
in Wholesale Trade (6,309 peers)
+15.0%
assets growth YoY

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan's outsized position by total assets

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,281,997 Top 32% higher than 68% 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

T. C. Jacoby & Company, Inc. Employees 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. T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan reported participants rose from 26 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 431414077 · T. C. Jacoby & Company, Inc. PY 2023 · 401(k)

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan · $15M · 28 · 68th

  • 5500 $15M
  • 5500 28
  • 5500 68th
  • 5500 401(k)
  • 5500 near Carestar 401(k) Retirement Plan
  • 5500 ind #3935

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 Missouri →

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan in the asset neighbourhood

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing PlanT. C. Jacoby & Company, Inc.…$15MCarestar 401(k) Retirement PlanCarestar 401(k) Retirement P…$15MR.W. Sidley, Inc. 401(k) Plan and TrustR.W. Sidley, Inc. 401(k) Pla…$15MSiho 401(k) Savings Plan$15MCass Arrieta 401(k) Plan$15M
End-of-year total assets ($M) among T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

T. C. Jacoby & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All T. C. Jacoby & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 38.5296976023608% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.3M $18.4M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 26 $13M
2023 1 28 $15M
2024 1 34 $18M

T. C. Jacoby & Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN431414077
Plan Effective Date1960-12-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.015281997 · Participants: 28T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Carestar 401(k) Retirement Plan in OH ($15M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (28 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 T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan assets move in 2023? ▼
T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan grew sharply - up 15.0% during 2023, from $13M to $15M. Reported net income was $2M.
How have T. C. Jacoby & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T. C. Jacoby & Company, Inc.'s sponsor-wide assets grew 38.5%, from $13M to $18M.
Which 401(k) plans are similar in size to T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carestar 401(k) Retirement Plan in OH ($15M, 454 participants).
Which 401(k) plans cover a similar participant headcount to T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K 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 431414077.

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.