401(k) · DOL Form 5500 · 2023

Jacobus Energy, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
458
Participants Below avg headcount
79th
Percentile by assets National rank
$63,904
Avg per participant Low balance/head
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Official DOL plan name: Jacobus Energy Retirement Plan · Sponsored by Jacobus Energy, LLC · Wisconsin · Finance & Insurance

$29M in assets, 458 participants

Jacobus Energy, LLC's Jacobus Energy Retirement Plan reported $29M in total assets and 458 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,995 in Finance & Insurance (8,869 peers)

Where Jacobus Energy Retirement Plan sits by assets

Jacobus Energy Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 458 participants (~$63,904/participant), up 14.5% in 2023.

#5,995
in Finance & Insurance (8,869 peers)
+14.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jacobus Energy Retirement Plan's outsized position by total assets

Jacobus Energy Retirement Plan vs every filed plan by assets

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

$29,268,194 Top 21% higher than 79% 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

Jacobus Energy 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. Jacobus Energy Retirement Plan sits mid-pack in the medium band (458 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacobus Energy Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jacobus Energy Retirement Plan reported participants rose from 347 in the plan year 2022 filing to 458 in the plan year 2023 filing.
  • Jacobus Energy Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391957778 · Jacobus Energy, LLC PY 2023 · 401(k)

Jacobus Energy Retirement Plan · $29M · 458 · 79th

  • RANK $29M
  • RANK 458
  • RANK 79th
  • RANK 401(k)
  • RANK near Sullivan Environmental Services 401(k) Plan
  • RANK ind #5995

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Jacobus Energy Retirement Plan in the asset neighbourhood

Jacobus Energy Retirement PlanJacobus Energy Retirement Pl…$29MSullivan Environmental Services 401(k) PlanSullivan Environmental Servi…$29MIdemitsu Lubricants America Corporation 401(k) Savings PlanIdemitsu Lubricants America …$29MAlex E. Paris Contracting Company Inc. Safe Harbor 401(k) Profit Sharing PlanAlex E. Paris Contracting Co…$29MWoburn Pediatric Associates Savings PlanWoburn Pediatric Associates …$29M
End-of-year total assets ($M) among Jacobus Energy Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN391957778
Plan Effective Date1952-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacobus Energy, LLC)

Sponsor-wide plan assets over time

All Jacobus Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 33.37827972544173% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.6M $34.1M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 347 $26M
2023 1 458 $29M
2024 1 474 $34M

Nearby 401(k) Plans in Wisconsin

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

Jacobus Energy Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Jacobus Energy Retirement Plan, Total assets ($B): 0.029268194 · Participants: 458Jacobus Energy Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Jacobus Energy Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jacobus Energy Retirement Plan side-by-side with 3 peers →

Jacobus Energy Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sullivan Environmental Services 401(k) Plan in TX ($29M); by covered participants it is Subaru Distributors Corp. Retirement Plan and Trust in NY (458 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (458 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 Jacobus Energy Retirement Plan assets move in 2023? ▼
Jacobus Energy Retirement Plan grew at a solid clip - up 14.5% during 2023, from $26M to $29M. Reported net income was $4M.
How have Jacobus Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacobus Energy, LLC's sponsor-wide assets grew 33.4%, from $26M to $34M.
Where does Jacobus Energy Retirement Plan rank by assets among Form 5500 filers? ▼
Jacobus Energy Retirement Plan ranks in the 79th 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 Jacobus Energy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sullivan Environmental Services 401(k) Plan in TX ($29M, 1,044 participants).
Which 401(k) plans cover a similar participant headcount to Jacobus Energy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Subaru Distributors Corp. Retirement Plan and Trust in NY (458 participants, $88M 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 391957778.

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.