401(k) · DOL Form 5500 · 2023

Jacobsen Manufacturing, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 217
Participants Below avg headcount: 39th
Percentile by assets National rank: $17,526
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Jacobsen Homes 401(k) Plan · Sponsored by Jacobsen Manufacturing, Inc. · Florida · Retail Trade

$4M in assets, 217 participants

Jacobsen Manufacturing, Inc.'s Jacobsen Homes 401(k) Plan reported $4M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#4,229 in Retail Trade (8,414 peers)

Coverage in Florida

Jacobsen Homes 401(k) Plan covers 217 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#4,229
in Retail Trade (8,414 peers): +7.5%
assets growth YoY

Jacobsen Homes 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Jacobsen Homes 401(k) Plan vs every filed plan by assets

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

$3,803,248 39th percentile higher than 39% 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 Homes 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 Homes 401(k) Plan sits mid-pack in the medium band (217 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Jacobsen Homes 401(k) Plan reported net income rose from -$115K in the plan year 2022 filing to $265K in the plan year 2023 filing.
Jacobsen Homes 401(k) Plan reported participants fell from 259 in the plan year 2022 filing to 217 in the plan year 2023 filing.
Jacobsen Homes 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 591763322 · Jacobsen Manufacturing, Inc. PY 2023 · 401(k)

Jacobsen Homes 401(k) Plan · $4M · 217 · 39th

PHOTO $4M
PHOTO 217
PHOTO 39th
PHOTO 401(k)
PHOTO near Bassett Creek Services, Inc. 401(k) Plan
PHOTO ind #4229

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 Retail Trade retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Jacobsen Homes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$265K
Employer EIN	591763322
Plan Effective Date	2022-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jacobsen Manufacturing, Inc.)

Latest sponsor-wide plan assets: $4M 7.498788138311929% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	259	$4M
2023	1	217	$4M

Nearby 401(k) Plans in Florida

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

Jacobsen Homes 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Jacobsen Homes 401(k) Plan side-by-side with 3 peers →

Jacobsen Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bassett Creek Services, Inc. 401(k) Plan in IL ($4M); by covered participants it is Pro Imaging Benefits 401(k) Plan in MO (217 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Bassett Creek Services, Inc. 401(k) Plan (IL) $4M · 177
Pacific View Lodging Inc. Retirement Plan (OR) $4M · 2
Mountain Community Health Partnership Inc. 401(k) Plan (NC) $4M · 114
The Covenant School 401(k) Plan (VA) $4M · 143

Similar participant headcount

Nearest other-state filings by covered participants (217 participants); asset peers above are excluded.

Pro Imaging Benefits 401(k) Plan (MO) 217 · 0 off
Five Stones Research Corporation 401(k) Plan (AL) 217 · 0 off
Connoisseur Media, LLC 401(k) Plan (CT) 217 · 0 off
Eye Clinic of Wisconsin, S.C. Profit Sharing Plan (WI) 217 · 0 off

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 Jacobsen Homes 401(k) Plan assets move in 2023? ▼

Jacobsen Homes 401(k) Plan grew at a solid clip - up 7.5% during 2023, from $4M to $4M. Reported net income was $265K.

How have Jacobsen Manufacturing, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Jacobsen Manufacturing, Inc.'s sponsor-wide assets grew 7.5%, from $4M to $4M.

Which 401(k) plans are similar in size to Jacobsen Homes 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bassett Creek Services, Inc. 401(k) Plan in IL ($4M, 177 participants).

Which 401(k) plans cover a similar participant headcount to Jacobsen Homes 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Pro Imaging Benefits 401(k) Plan in MO (217 participants, $5M 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 591763322.