401(k) · DOL Form 5500 · 2023
Jacobs Management Corporation 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 171
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $188,851
- Avg per participant Above avg balance/head
Official DOL plan name: Jacobs Group 401(k) Plan · Sponsored by Jacobs Management Corporation · Minnesota · Professional & Technical Services
$32M in assets, 171 participants
Jacobs Management Corporation's Jacobs Group 401(k) Plan reported $32M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #16,415 in Professional & Technical Services (20,321 peers)
Coverage in Minnesota
Jacobs Group 401(k) Plan covers 171 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $32M.
- #16,415
- in Professional & Technical Services (20,321 peers)
- +10.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Jacobs Group 401(k) Plan's outsized position by total assets
Jacobs Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,293,536 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jacobs Group 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. Jacobs Group 401(k) Plan sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jacobs Group 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Jacobs Group 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Jacobs Group 401(k) Plan reported participants fell from 176 in the plan year 2022 filing to 171 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 411458571 · Jacobs Management Corporation PY 2023 · 401(k)
Jacobs Group 401(k) Plan · $32M · 171 · 80th
- EIN $32M
- EIN 171
- EIN 80th
- EIN 401(k)
- EIN near Lankler Siffert & Wohl LLP 401(k) Savings Plan & Trust
- EIN ind #16415
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 Minnesota →
Jacobs Group 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $3M |
| Employer EIN | 411458571 |
| Plan Effective Date | 1994-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jacobs Management Corporation)
Sponsor-wide plan assets over time
All Jacobs Management Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 12.799386563774462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 176 | $29M |
| 2023 | 1 | 171 | $32M |
| 2024 | 1 | 169 | $33M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Jacobs Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Lankler Siffert & Wohl LLP 401(k) Savings Plan & Trust in NY ($32M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
- Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan (TN) 171 · 0 off
- Wyndham Capital Mortgage, Inc 401(k) Plan (NC) 171 · 0 off
- Meteorcomm 401(k) Plan (WA) 171 · 0 off
- Admiral Glass & Mirror 401(k) Plan (TX) 171 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.