401(k) · DOL Form 5500 · 2023

Jaxson Investments Inc. 401(k) Plan

Data updated 2026-08-25

$215K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$215,398
Avg per participant Above avg balance/head
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Official DOL plan name: Jaxson Investments 401(k) Trust · Sponsored by Jaxson Investments Inc. · Texas · Other Services

$215K in assets, 1 participants

Jaxson Investments Inc.'s Jaxson Investments 401(k) Trust reported $215K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,904 in Other Services (7,857 peers)

Jaxson Investments Inc. multi-year trail

Jaxson Investments Inc.'s plans moved +45.4% in assets from 2022 to 2024; this filing shows Jaxson Investments 401(k) Trust at $215K / 1 participant.

#1,904
in Other Services (7,857 peers)
+26.3%
assets growth YoY

Jaxson Investments 401(k) Trust among the smaller filed plans by assets

Jaxson Investments 401(k) Trust vs every filed plan by assets

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

$215,398 11th percentile higher than 11% 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

Jaxson Investments 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jaxson Investments 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jaxson Investments 401(k) Trust reported net income rose from $23K in the plan year 2022 filing to $45K in the plan year 2023 filing.
  • Jaxson Investments 401(k) Trust end-of-year assets rose from $171K in the plan year 2022 filing to $215K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 833598354 · Jaxson Investments Inc. PY 2023 · 401(k)

Jaxson Investments 401(k) Trust · $215K · 1 · 11th

  • PCT $215K
  • EIN 1
  • RANK 11th
  • PHOTO 401(k)
  • IND near Building Men Corp. 401(k) Profit Sharing Plan
  • EOY ind #1904

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 Other Services retirement plans → · Plans in Texas →

Jaxson Investments 401(k) Trust in the asset neighbourhood

Jaxson Investments 401(k) TrustJaxson Investments 401(k) Tr…$215KBuilding Men Corp. 401(k) Profit Sharing PlanBuilding Men Corp. 401(k) Pr…$215KKantola Services, Inc. 401(k) Profit Sharing PlanKantola Services, Inc. 401(k…$215KShaneyenterprises, Inc. 401(k) Profit Sharing PlanShaneyenterprises, Inc. 401(…$215KBlue Cow Dairy LLC 401(k) Profit Sharing Plan & TrustBlue Cow Dairy LLC 401(k) Pr…$215K
End-of-year total assets ($M) among Jaxson Investments 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jaxson Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jaxson Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$248K 45.38089515490811% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.17M $0.25M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 1 $171K
2023 1 1 $215K
2024 1 1 $248K

Jaxson Investments Inc. filing trail (2023)

Total Assets (Beginning of Year)$171K
Net Assets (End of Year)$215K
Net Income$45K
Employer EIN833598354
Plan Effective Date2019-02-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Jaxson Investments 401(k) Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jaxson Investments 401(k) Trust, Total assets ($B): 0.000215398 · Participants: 1Jaxson Investments 401(k) TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Jaxson Investments 401(k) Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jaxson Investments 401(k) Trust side-by-side with 3 peers →

Jaxson Investments 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Building Men Corp. 401(k) Profit Sharing Plan in OH ($215K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jaxson Investments 401(k) Trust assets move in 2023? ▼
Jaxson Investments 401(k) Trust grew sharply - up 26.3% during 2023, from $171K to $215K. Reported net income was $45K.
How have Jaxson Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jaxson Investments Inc.'s sponsor-wide assets grew 45.4%, from $171K to $248K.
Where does Jaxson Investments 401(k) Trust rank by assets among Form 5500 filers? ▼
Jaxson Investments 401(k) Trust ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jaxson Investments 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Building Men Corp. 401(k) Profit Sharing Plan in OH ($215K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Jaxson Investments 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 833598354.

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.