401(k) · DOL Form 5500 · 2022

Jackson and Tull, Chartered Engine 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
63
Participants Small participant base
80th
Percentile by assets National rank
$375,962
Avg per participant High balance/head
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Official DOL plan name: Jackson and Tull Retirement Plan · Sponsored by Jackson and Tull, Chartered Engine · District of Columbia · Professional & Technical Services

$24M in assets, 63 participants

Jackson and Tull, Chartered Engine's Jackson and Tull Retirement Plan reported $24M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,262 in Professional & Technical Services (21,562 peers)

Where Jackson and Tull Retirement Plan sits by assets

Jackson and Tull Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 63 participants (~$375,962/participant), down 24.0% in 2022.

#17,262
in Professional & Technical Services (21,562 peers)
-24.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jackson and Tull Retirement Plan's outsized position by total assets

Jackson and Tull Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,685,596 Top 20% higher than 80% of 139,123 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 2022

Jackson and Tull Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jackson and Tull Retirement Plan is a small filing (63 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 521004080 · Jackson and Tull, Chartered Engine PY 2022 · 401(k)

Jackson and Tull Retirement Plan · $24M · 63 · 80th

  • RANK $24M
  • RANK 63
  • RANK 80th
  • RANK 401(k)
  • RANK near Power Advocate, Inc. 401(k) Plan
  • RANK ind #17262

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 District of Columbia →

Jackson and Tull Retirement Plan in the asset neighbourhood

Jackson and Tull Retirement PlanJackson and Tull Retirement …$24MPower Advocate, Inc. 401(k) PlanPower Advocate, Inc. 401(k) …$24MClifford & Brown, a Professional Corporation Profit Sharing 401(k) PlanClifford & Brown, a Professi…$24MRed Light Management, LLC 401(k) PlanRed Light Management, LLC 40…$24MSnyder Langston Retirement and Deferred Savings PlanSnyder Langston Retirement a…$24M
End-of-year total assets ($M) among Jackson and Tull Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$24M
Net Income-$7M
Employer EIN521004080
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson and Tull, Chartered Engine)

Sponsor-wide plan assets over time

All Jackson and Tull, Chartered Engine plans reported in each filing year

Latest sponsor-wide plan assets
$25M 3.9706157278035143% vs 2022
2023 filing year
$23.5M$24M$24.5M$25M 20222023 $23.7M $24.6M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 63 $24M
2023 1 52 $25M

Nearby 401(k) Plans in District of Columbia

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

Jackson and Tull Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Jackson and Tull Retirement Plan, Total assets ($B): 0.023685596 · Participants: 63Jackson and Tull Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Jackson and Tull Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Jackson and Tull Retirement Plan side-by-side with 3 peers →

Jackson and Tull Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Power Advocate, Inc. 401(k) Plan in MA ($24M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jackson and Tull Retirement Plan assets move in 2022? ▼
Jackson and Tull Retirement Plan declined sharply - down 24.0% during 2022, from $31M to $24M. Reported net income was -$7M.
How have Jackson and Tull, Chartered Engine plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jackson and Tull, Chartered Engine's sponsor-wide assets grew 4.0%, from $24M to $25M.
Where does Jackson and Tull Retirement Plan rank by assets among Form 5500 filers? ▼
Jackson and Tull Retirement Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jackson and Tull Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Power Advocate, Inc. 401(k) Plan in MA ($24M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Jackson and Tull Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521004080.

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.