401(k) · DOL Form 5500 · 2023

Jacob & Hefner Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
134
Participants Small participant base
63rd
Percentile by assets National rank
$90,411
Avg per participant Below avg balance/head
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Official DOL plan name: Jacob & Hefner Associates 401(k) Plan · Sponsored by Jacob & Hefner Associates, Inc. · Illinois · Professional & Technical Services

$12M in assets, 134 participants

Jacob & Hefner Associates, Inc.'s Jacob & Hefner Associates 401(k) Plan reported $12M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,558 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Jacob & Hefner Associates 401(k) Plan covers 134 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $12M.

#12,558
in Professional & Technical Services (20,321 peers)
+27.1%
assets growth YoY

Jacob & Hefner Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jacob & Hefner Associates 401(k) Plan vs every filed plan by assets

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

$12,115,097 Top 37% higher than 63% 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

Jacob & Hefner Associates 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. Jacob & Hefner Associates 401(k) Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacob & Hefner Associates 401(k) Plan reported net income rose from -$722K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jacob & Hefner Associates 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Jacob & Hefner Associates 401(k) Plan reported participants rose from 119 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364070643 · Jacob & Hefner Associates, Inc. PY 2023 · 401(k)

Jacob & Hefner Associates 401(k) Plan · $12M · 134 · 63rd

  • SCH $12M
  • SCH 134
  • SCH 63rd
  • SCH 401(k)
  • SCH near The Box Maker, Inc. 401(k) Retirement Plan
  • SCH ind #12558

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 Illinois →

Jacob & Hefner Associates 401(k) Plan in the asset neighbourhood

Jacob & Hefner Associates 401(k) PlanJacob & Hefner Associates 40…$12MThe Box Maker, Inc. 401(k) Retirement PlanThe Box Maker, Inc. 401(k) R…$12MBremik Construction, Inc. 401(k) PlanBremik Construction, Inc. 40…$12MFeldmann Imports, Inc. 401(k) PlanFeldmann Imports, Inc. 401(k…$12MAvantech, Inc 401(k) and Profit Sharing PlanAvantech, Inc 401(k) and Pro…$12M
End-of-year total assets ($M) among Jacob & Hefner Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN364070643
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacob & Hefner Associates, Inc.)

Sponsor-wide plan assets over time

All Jacob & Hefner Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 52.11590958340929% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.53M $14.5M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 119 $10M
2023 1 134 $12M
2024 1 123 $15M

Nearby 401(k) Plans in Illinois

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

Jacob & Hefner Associates 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Jacob & Hefner Associates 401(k) Plan, Total assets ($B): 0.012115097 · Participants: 134Jacob & Hefner Associates 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Jacob & Hefner Associates 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Jacob & Hefner Associates 401(k) Plan side-by-side with 3 peers →

Jacob & Hefner Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Box Maker, Inc. 401(k) Retirement Plan in WA ($12M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Jacob & Hefner Associates 401(k) Plan assets move in 2023? ▼
Jacob & Hefner Associates 401(k) Plan grew sharply - up 27.1% during 2023, from $10M to $12M. Reported net income was $3M.
How have Jacob & Hefner Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacob & Hefner Associates, Inc.'s sponsor-wide assets grew 52.1%, from $10M to $15M.
Which 401(k) plans are similar in size to Jacob & Hefner Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Box Maker, Inc. 401(k) Retirement Plan in WA ($12M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Jacob & Hefner Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 364070643.

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.