401(k) · DOL Form 5500 · 2023

Jacsten Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
220
Participants Below avg headcount
68th
Percentile by assets National rank
$72,058
Avg per participant Below avg balance/head
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Official DOL plan name: Jacsten Holdings, LLC 401(k) Plan · Sponsored by Jacsten Holdings, LLC · Wisconsin · Finance & Insurance

$16M in assets, 220 participants

Jacsten Holdings, LLC's Jacsten Holdings, LLC 401(k) Plan reported $16M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,763 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Jacsten Holdings, LLC 401(k) Plan covers 220 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.

#4,763
in Finance & Insurance (8,869 peers)
+19.1%
assets growth YoY

Jacsten Holdings, LLC 401(k) Plan's outsized position by total assets

Jacsten Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$15,852,751 Top 32% higher than 68% 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

Jacsten Holdings, LLC 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. Jacsten Holdings, LLC 401(k) Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacsten Holdings, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jacsten Holdings, LLC 401(k) Plan reported participants fell from 438 in the plan year 2022 filing to 220 in the plan year 2023 filing.
  • Jacsten Holdings, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371625296 · Jacsten Holdings, LLC PY 2023 · 401(k)

Jacsten Holdings, LLC 401(k) Plan · $16M · 220 · 68th

  • EIN $16M
  • RANK 220
  • PHOTO 68th
  • IND 401(k)
  • EOY near Olympic Sports & Spine PLLC 401(k) Plan
  • 5500 ind #4763

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 →

Jacsten Holdings, LLC 401(k) Plan in the asset neighbourhood

Jacsten Holdings, LLC 401(k) PlanJacsten Holdings, LLC 401(k)…$16MOlympic Sports & Spine PLLC 401(k) PlanOlympic Sports & Spine PLLC …$16MGoldman, Magdalin & Krikes, LLP 401(k) Profit Sharing PlanGoldman, Magdalin & Krikes, …$16MCitrus Cardiology Consultants, PA Profit Sharing PlanCitrus Cardiology Consultant…$16MOwl Intl.Dba Global$16M
End-of-year total assets ($M) among Jacsten Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN371625296
Plan Effective Date2019-03-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacsten Holdings, LLC)

Sponsor-wide plan assets over time

All Jacsten Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 26.374370514166646% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.3M $16.8M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 438 $13M
2023 1 220 $16M
2024 1 245 $17M

Nearby 401(k) Plans in Wisconsin

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

Jacsten Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Jacsten Holdings, LLC 401(k) Plan, Total assets ($B): 0.015852751 · Participants: 220Jacsten Holdings, LLC 401(k) 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
Jacsten Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jacsten Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Jacsten Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Olympic Sports & Spine PLLC 401(k) Plan in WA ($16M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Jacsten Holdings, LLC 401(k) Plan assets move in 2023? ▼
Jacsten Holdings, LLC 401(k) Plan grew sharply - up 19.1% during 2023, from $13M to $16M. Reported net income was $3M.
How have Jacsten Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacsten Holdings, LLC's sponsor-wide assets grew 26.4%, from $13M to $17M.
Which 401(k) plans are similar in size to Jacsten Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Olympic Sports & Spine PLLC 401(k) Plan in WA ($16M, 337 participants).
Which 401(k) plans cover a similar participant headcount to Jacsten Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 371625296.

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.