401(k) · DOL Form 5500 · 2023

Don Jacobs Imports, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
162
Participants Small participant base
62nd
Percentile by assets National rank
$72,299
Avg per participant Below avg balance/head
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Official DOL plan name: Don Jacobs Organization Retirement Plan · Sponsored by Don Jacobs Imports, Inc. · Kentucky · Retail Trade

$12M in assets, 162 participants

Don Jacobs Imports, Inc.'s Don Jacobs Organization Retirement Plan reported $12M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,134 in Retail Trade (8,414 peers)

Coverage in Kentucky

Don Jacobs Organization Retirement Plan covers 162 participants in Kentucky, about 25% of the average Kentucky filer (state average ~647 per filing). Assets: $12M.

#6,134
in Retail Trade (8,414 peers)
+21.5%
assets growth YoY

Don Jacobs Organization Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Don Jacobs Organization Retirement Plan vs every filed plan by assets

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

$11,712,408 Top 38% higher than 62% 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

Don Jacobs Organization Retirement 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. Don Jacobs Organization Retirement Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Don Jacobs Organization Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Don Jacobs Organization Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Don Jacobs Organization Retirement Plan reported participants rose from 156 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 610709094 · Don Jacobs Imports, Inc. PY 2023 · 401(k)

Don Jacobs Organization Retirement Plan · $12M · 162 · 62nd

  • SCH $12M
  • EBSA 162
  • PART 62nd
  • TYPE 401(k)
  • NET near Hallmark Communities Inc 401(k) Profit Sharing Plan
  • BOOK ind #6134

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 Retail Trade retirement plans → · Plans in Kentucky →

Don Jacobs Organization Retirement Plan in the asset neighbourhood

Don Jacobs Organization Retirement PlanDon Jacobs Organization Reti…$12MHallmark Communities Inc 401(k) Profit Sharing PlanHallmark Communities Inc 401…$12MWimberly & Lawson PC 401(k) Profit Sharing Plan & TrustWimberly & Lawson PC 401(k) …$12MAia Holdings, Inc. 401(k) Profit Sharing PlanAia Holdings, Inc. 401(k) Pr…$12MLeafly, LLC Retirement Plan$12M
End-of-year total assets ($M) among Don Jacobs Organization Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN610709094
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Don Jacobs Imports, Inc.)

Sponsor-wide plan assets over time

All Don Jacobs Imports, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 51.653074923672584% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.64M $14.6M ▲ +51.6%
Year Plans Participants Total Assets
2022 1 156 $10M
2023 1 162 $12M
2024 1 163 $15M

Nearby 401(k) Plans in Kentucky

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

Don Jacobs Organization Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Don Jacobs Organization Retirement Plan, Total assets ($B): 0.011712408 · Participants: 162Don Jacobs Organization Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Don Jacobs Organization Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Don Jacobs Organization Retirement Plan side-by-side with 3 peers →

Don Jacobs Organization Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Hallmark Communities Inc 401(k) Profit Sharing Plan in CA ($12M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Don Jacobs Organization Retirement Plan assets move in 2023? ▼
Don Jacobs Organization Retirement Plan grew sharply - up 21.5% during 2023, from $10M to $12M. Reported net income was $2M.
How have Don Jacobs Imports, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Don Jacobs Imports, Inc.'s sponsor-wide assets grew 51.7%, from $10M to $15M.
Which 401(k) plans are similar in size to Don Jacobs Organization Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hallmark Communities Inc 401(k) Profit Sharing Plan in CA ($12M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Don Jacobs Organization Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 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 610709094.

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.