401(k) · DOL Form 5500 · 2023

Jacobsen Construction Company, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
604
Participants Below avg headcount
85th
Percentile by assets National rank
$80,736
Avg per participant Below avg balance/head
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Official DOL plan name: Jacobsen Construction Company, Inc. 401(k) Plan · Sponsored by Jacobsen Construction Company, Inc. · Utah · Construction

$49M in assets, 604 participants

Jacobsen Construction Company, Inc.'s Jacobsen Construction Company, Inc. 401(k) Plan reported $49M in total assets and 604 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,511 in Construction (9,030 peers)

Where Jacobsen Construction Company, Inc. 401(k) Plan sits by assets

Jacobsen Construction Company, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 604 participants (~$80,736/participant), up 17.5% in 2023.

#7,511
in Construction (9,030 peers)
+17.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Jacobsen Construction Company, Inc. 401(k) Plan's outsized position by total assets

Jacobsen Construction Company, Inc. 401(k) Plan vs every filed plan by assets

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

$48,764,733 Top 15% higher than 85% 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

Jacobsen Construction Company, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jacobsen Construction Company, Inc. 401(k) Plan sits mid-pack in the medium band (604 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacobsen Construction Company, Inc. 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Jacobsen Construction Company, Inc. 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Jacobsen Construction Company, Inc. 401(k) Plan reported participants rose from 522 in the plan year 2022 filing to 604 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870256624 · Jacobsen Construction Company, Inc. PY 2023 · 401(k)

Jacobsen Construction Company, Inc. 401(k) Plan · $49M · 604 · 85th

  • SCH $49M
  • SCH 604
  • SCH 85th
  • SCH 401(k)
  • SCH near K Line America, Inc. Savings and Investment Retirement Plan
  • SCH ind #7511

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 Construction retirement plans → · Plans in Utah →

Jacobsen Construction Company, Inc. 401(k) Plan in the asset neighbourhood

K Line America, Inc. Savings and Investment Retirement PlanK Line America, Inc. Savings…$49MJacobsen Construction Company, Inc. 401(k) PlanJacobsen Construction Compan…$49MThe Bellevue Hospital 401(k) Plan the Bellevue HospitalThe Bellevue Hospital 401(k)…$49MQuadax, Inc. 401(k) Profit Sharing Plan and TrustQuadax, Inc. 401(k) Profit S…$49MMajesco 401(k) Plan$49M
End-of-year total assets ($M) among Jacobsen Construction Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$49M
Net Income$7M
Employer EIN870256624
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacobsen Construction Company, Inc.)

Sponsor-wide plan assets over time

All Jacobsen Construction Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$176M 26.251030152205303% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $139M $176M ▲ +26.3%
Year Plans Participants Total Assets
2022 2 1,014 $139M
2023 2 1,135 $160M
2024 2 1,301 $176M

Nearby 401(k) Plans in Utah

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

Jacobsen Construction Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Jacobsen Construction Company, Inc. 401(k) Plan, Total assets ($B): 0.048764733 · Participants: 604Jacobsen Construction Company, Inc. 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Jacobsen Construction Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Jacobsen Construction Company, Inc. 401(k) Plan side-by-side with 3 peers →

Jacobsen Construction Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is K Line America, Inc. Savings and Investment Retirement Plan in VA ($49M); by covered participants it is J.D. Heiskell Holdings, LLC 401(k) Plan in CA (604 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (604 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 Jacobsen Construction Company, Inc. 401(k) Plan assets move in 2023? ▼
Jacobsen Construction Company, Inc. 401(k) Plan grew sharply - up 17.5% during 2023, from $42M to $49M. Reported net income was $7M.
How have Jacobsen Construction Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacobsen Construction Company, Inc.'s sponsor-wide assets grew 26.3%, from $139M to $176M.
Where does Jacobsen Construction Company, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jacobsen Construction Company, Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jacobsen Construction Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is K Line America, Inc. Savings and Investment Retirement Plan in VA ($49M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Jacobsen Construction Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J.D. Heiskell Holdings, LLC 401(k) Plan in CA (604 participants, $64M 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 870256624.

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.