401(k) · DOL Form 5500 · 2023
The Jaeb Center for Health Research, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 149
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $199,823
- Avg per participant Above avg balance/head
Official DOL plan name: The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by The Jaeb Center for Health Research, Inc. · Florida · Professional & Technical Services
$30M in assets, 149 participants
The Jaeb Center for Health Research, Inc.'s The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust reported $30M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #16,182 in Professional & Technical Services (20,321 peers)
Coverage in Florida
The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust covers 149 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $30M.
- #16,182
- in Professional & Technical Services (20,321 peers)
- +24.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,773,669 Top 21% higher than 79% 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
The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust 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. The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 142 in the plan year 2022 filing to 149 in the plan year 2023 filing.
DOL schedule card
Filing strip 593187624 · The Jaeb Center for Health Research, Inc. PY 2023 · 401(k)
The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust · $30M · 149 · 79th
- BOY $30M
- BOY 149
- BOY 79th
- BOY 401(k)
- BOY near Sabine Oil & Gas Corporation 401(k) Plan
- BOY ind #16182
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 Florida →
The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $6M |
| Employer EIN | 593187624 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Jaeb Center for Health Research, Inc.)
Sponsor-wide plan assets over time
All The Jaeb Center for Health Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 50.198250825646916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $24M |
| 2023 | 1 | 149 | $30M |
| 2024 | 1 | 156 | $36M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Sabine Oil & Gas Corporation 401(k) Plan in TX ($30M); by covered participants it is Bender Warehouse Co. 401(k) Plan in NV (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Bender Warehouse Co. 401(k) Plan (NV) 149 · 0 off
- Gateway Printing & Office Supply 401(k) P/S Plan (TX) 149 · 0 off
- Aleutian Pribilof Islands Association Inc. 401(k) Plan (AK) 149 · 0 off
- Cavenaugh Ford Company Salary Deferral 401(k) Plan (AR) 149 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.