401(k) · DOL Form 5500 · 2023
Jacobsen/Daniels Associates 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $104,869
- Avg per participant Below avg balance/head
Official DOL plan name: Jacobsen/Daniels Associates 401(k) Plan · Sponsored by Jacobsen/Daniels Associates · Michigan · Professional & Technical Services
$11M in assets, 108 participants
Jacobsen/Daniels Associates's Jacobsen/Daniels Associates 401(k) Plan reported $11M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #12,230 in Professional & Technical Services (20,321 peers)
Coverage in Michigan
Jacobsen/Daniels Associates 401(k) Plan covers 108 participants in Michigan, about 17% of the average Michigan filer (state average ~638 per filing). Assets: $11M.
- #12,230
- in Professional & Technical Services (20,321 peers)
- +29.5%
- assets growth YoY
Jacobsen/Daniels Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Jacobsen/Daniels Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,325,884 Top 39% higher than 61% 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
Jacobsen/Daniels Associates 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. Jacobsen/Daniels Associates 401(k) Plan sits mid-pack in the medium band (108 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jacobsen/Daniels Associates 401(k) Plan reported net income rose from -$870K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Jacobsen/Daniels Associates 401(k) Plan reported participants rose from 78 in the plan year 2022 filing to 108 in the plan year 2023 filing.
- Jacobsen/Daniels Associates 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 010556836 · Jacobsen/Daniels Associates PY 2023 · 401(k)
Jacobsen/Daniels Associates 401(k) Plan · $11M · 108 · 61st
- PART $11M
- TYPE 108
- NET 61st
- BOOK 401(k)
- VS-ST near Opaa Food Management Inc. 401(k) Plan
- BOY ind #12230
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 Michigan →
Jacobsen/Daniels Associates 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 010556836 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jacobsen/Daniels Associates)
Sponsor-wide plan assets over time
All Jacobsen/Daniels Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 58.91828152954716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $9M |
| 2023 | 1 | 108 | $11M |
| 2024 | 1 | 149 | $14M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Jacobsen/Daniels Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Opaa Food Management Inc. 401(k) Plan in MO ($11M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Opaa Food Management Inc. 401(k) Plan (MO) $11M · 1,252
- Vision33 401(k) Plan (CA) $11M · 113
- Axseum, Inc. 401(k) Profit Sharing Plan & Trust (VA) $11M · 8
- Neighborhood Health Employees Savings Plan (VA) $11M · 303
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- Winstar Farm 401(k) Plan (KY) 108 · 0 off
- University Athletic Association 403b Plan (FL) 108 · 0 off
- Wayne Densch, Inc. 401(k) Plan (FL) 108 · 0 off
- Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust (WA) 108 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.