401(k) · DOL Form 5500 · 2023

Jacobson Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
873
Participants Near avg headcount
67th
Percentile by assets National rank
$16,850
Avg per participant Low balance/head
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Official DOL plan name: Jacobson Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Jacobson Holdings, Inc. · Kansas · Transportation & Warehousing

$15M in assets, 873 participants

Jacobson Holdings, Inc.'s Jacobson Holdings, Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 873 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,250 in Transportation & Warehousing (3,362 peers)

Coverage in Kansas

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan covers 873 participants in Kansas, 2.4x the typical Kansas plan (state average ~360 per filing). Assets: $15M.

#2,250
in Transportation & Warehousing (3,362 peers)
+12.1%
assets growth YoY

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,710,370 Top 33% higher than 67% 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

Jacobson Holdings, Inc. 401(k) Profit Sharing 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. Jacobson Holdings, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (873 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacobson Holdings, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jacobson Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Jacobson Holdings, Inc. 401(k) Profit Sharing Plan reported participants rose from 840 in the plan year 2022 filing to 873 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832239067 · Jacobson Holdings, Inc. PY 2023 · 401(k)

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan · $15M · 873 · 67th

  • VS-ST $15M
  • BOY 873
  • SCH 67th
  • EBSA 401(k)
  • PART near Biesse America, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #2250

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 Transportation & Warehousing retirement plans → · Plans in Kansas →

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jacobson Holdings, Inc. 401(k) Profit Sharing PlanJacobson Holdings, Inc. 401(…$15MBiesse America, Inc. 401(k) Profit Sharing PlanBiesse America, Inc. 401(k) …$15MGray Ice 401(k) Plan$15ML2 Brands 401(k) Plan$15MMotion Picture Industry Pension Plan 401(k) Savings PlanMotion Picture Industry Pens…$15M
End-of-year total assets ($M) among Jacobson Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN832239067
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacobson Holdings, Inc.)

Sponsor-wide plan assets over time

All Jacobson Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 14.86563378486464% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13.1M $15.1M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 840 $13M
2023 1 873 $15M
2024 1 838 $15M

Nearby 401(k) Plans in Kansas

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

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Jacobson Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.01471037 · Participants: 873Jacobson Holdings, Inc. 401(k) Profit Sharing PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Jacobson Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Jacobson Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jacobson Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Biesse America, Inc. 401(k) Profit Sharing Plan in NC ($15M); by covered participants it is Efi 401(k) Savings Plan in CA (873 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (873 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 Jacobson Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Jacobson Holdings, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.1% during 2023, from $13M to $15M. Reported net income was $2M.
How have Jacobson Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacobson Holdings, Inc.'s sponsor-wide assets grew 14.9%, from $13M to $15M.
Which 401(k) plans are similar in size to Jacobson Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Biesse America, Inc. 401(k) Profit Sharing Plan in NC ($15M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Jacobson Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Efi 401(k) Savings Plan in CA (873 participants, $244M 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 832239067.

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.