401(k) · DOL Form 5500 · 2023

Jake's, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
204
Participants Below avg headcount
62nd
Percentile by assets National rank
$57,765
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jake's, Inc. Employees' Profit Sharing Plan · Sponsored by Jake's, Inc. · Texas · Food Services & Accommodation

$12M in assets, 204 participants

Jake's, Inc.'s Jake's, Inc. Employees' Profit Sharing Plan reported $12M in total assets and 204 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.

  • #3,354 in Food Services & Accommodation (3,828 peers)

Coverage in Texas

Jake's, Inc. Employees' Profit Sharing Plan covers 204 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#3,354
in Food Services & Accommodation (3,828 peers)
+8.5%
assets growth YoY

Jake's, Inc. Employees' Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Jake's, Inc. Employees' Profit Sharing Plan vs every filed plan by assets

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

$11,784,143 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

Jake's, Inc. Employees' 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. Jake's, Inc. Employees' Profit Sharing Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jake's, Inc. Employees' Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $921K in the plan year 2023 filing.
  • Jake's, Inc. Employees' Profit Sharing Plan reported participants fell from 224 in the plan year 2022 filing to 204 in the plan year 2023 filing.
  • Jake's, Inc. Employees' Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741936814 · Jake's, Inc. PY 2023 · 401(k)

Jake's, Inc. Employees' Profit Sharing Plan · $12M · 204 · 62nd

  • TYPE $12M
  • NET 204
  • BOOK 62nd
  • VS-ST 401(k)
  • BOY near All World Machinery Supply, Inc. 401(k) Plan
  • SCH ind #3354

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 Food Services & Accommodation retirement plans → · Plans in Texas →

Jake's, Inc. Employees' Profit Sharing Plan in the asset neighbourhood

Harlem Children's Zone, Inc. Profit Sharing PlanHarlem Children's Zone, Inc.…$12MJake's, Inc. Employees' Profit Sharing PlanJake's, Inc. Employees' Prof…$12MAll World Machinery Supply, Inc. 401(k) PlanAll World Machinery Supply, …$12MSummit Pathology 401(k) Profit Sharing Plan and TrustSummit Pathology 401(k) Prof…$12MCampanelli Employees' Savings PlanCampanelli Employees' Saving…$12M
End-of-year total assets ($M) among Jake's, Inc. Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$921K
Employer EIN741936814
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jake's, Inc.)

Sponsor-wide plan assets over time

All Jake's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.61430868217531% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.9M $12.7M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 224 $11M
2023 1 204 $12M
2024 1 212 $13M

Nearby 401(k) Plans in Texas

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

Jake's, Inc. Employees' Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jake's, Inc. Employees' Profit Sharing Plan, Total assets ($B): 0.011784143 · Participants: 204Jake's, Inc. Employees' Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Jake's, Inc. Employees' Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jake's, Inc. Employees' Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is All World Machinery Supply, Inc. 401(k) Plan in IL ($12M); by covered participants it is Bankprov 401(k) Plan in MA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Jake's, Inc. Employees' Profit Sharing Plan assets move in 2023? ▼
Jake's, Inc. Employees' Profit Sharing Plan grew at a solid clip - up 8.5% during 2023, from $11M to $12M. Reported net income was $921K.
How have Jake's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jake's, Inc.'s sponsor-wide assets grew 16.6%, from $11M to $13M.
Which 401(k) plans are similar in size to Jake's, Inc. Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is All World Machinery Supply, Inc. 401(k) Plan in IL ($12M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Jake's, Inc. Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bankprov 401(k) Plan in MA (204 participants, $25M 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 741936814.

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.