401(k) · DOL Form 5500 · 2023

Jacoby & Meyers Attorneys LLP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
191
Participants Below avg headcount
33rd
Percentile by assets National rank
$13,093
Avg per participant Low balance/head
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Official DOL plan name: Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan · Sponsored by Jacoby & Meyers Attorneys LLP · California · Professional & Technical Services

$3M in assets, 191 participants

Jacoby & Meyers Attorneys LLP's Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan reported $3M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,024 in Professional & Technical Services (20,321 peers)

Coverage in California

Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan covers 191 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $3M.

#6,024
in Professional & Technical Services (20,321 peers)
+97.4%
assets growth YoY

Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,500,682 33rd percentile higher than 33% 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

Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing 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. Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan reported net income rose from $415K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan reported participants rose from 151 in the plan year 2022 filing to 191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 271366017 · Jacoby & Meyers Attorneys LLP PY 2023 · 401(k)

Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan · $3M · 191 · 33rd

  • RANK $3M
  • PHOTO 191
  • IND 33rd
  • EOY 401(k)
  • 5500 near Caffe Nero Americas 401(k) Plan
  • ASSETS ind #6024

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 California →

Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing PlanJacoby & Meyers Attorneys LL…$3MCaffe Nero Americas 401(k) PlanCaffe Nero Americas 401(k) P…$3MKarter Industries Retirement PlanKarter Industries Retirement…$3MPharmalink, Inc. 401(k) Plan$3MDon Services, Inc. 401(k) Profit Sharing PlanDon Services, Inc. 401(k) Pr…$3M
End-of-year total assets ($M) among Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN271366017
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacoby & Meyers Attorneys LLP)

Sponsor-wide plan assets over time

All Jacoby & Meyers Attorneys LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 1200.834935639391% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $1.27M $16.5M ▲ +1197.6%
Year Plans Participants Total Assets
2022 1 151 $1M
2023 1 191 $3M
2024 1 189 $16M

Nearby 401(k) Plans in California

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

Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.002500682 · Participants: 191Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Caffe Nero Americas 401(k) Plan in MA ($3M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 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 (191 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 Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan surged - up 97.4% during 2023, from $1M to $3M. Reported net income was $1M.
How have Jacoby & Meyers Attorneys LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacoby & Meyers Attorneys LLP's sponsor-wide assets grew 1200.8%, from $1M to $16M.
Which 401(k) plans are similar in size to Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caffe Nero Americas 401(k) Plan in MA ($3M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants, N/A 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 271366017.

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.