401(k) · DOL Form 5500 · 2023

Louis Jacobsen, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Louis Jacobsen, Inc. 401(k) Plan · Sponsored by Louis Jacobsen, Inc. · Washington · Retail Trade

$2M in assets, 1 participants

Louis Jacobsen, Inc.'s Louis Jacobsen, Inc. 401(k) Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,701 in Retail Trade (8,414 peers)

What the 2023 filing shows

Louis Jacobsen, Inc. 401(k) Plan holds $2M for 1 participant - about $2.3M per participant, in the lower half of filed plans by assets.

#3,701
in Retail Trade (8,414 peers)
+1.5%
assets growth YoY

Louis Jacobsen, Inc. 401(k) Plan among the smaller filed plans by assets

Louis Jacobsen, Inc. 401(k) Plan vs every filed plan by assets

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

$2,296,685 32nd percentile higher than 32% 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

Louis Jacobsen, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Louis Jacobsen, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Louis Jacobsen, Inc. 401(k) Plan reported net income fell from $37K in the plan year 2022 filing to $33K in the plan year 2023 filing.
  • Louis Jacobsen, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 843287599 · Louis Jacobsen, Inc. PY 2023 · 401(k)

Louis Jacobsen, Inc. 401(k) Plan · $2M · 1 · 32nd

  • ASSETS $2M
  • ASSETS 1
  • ASSETS 32nd
  • ASSETS 401(k)
  • ASSETS near Mohib N. Ghobrial,Md 401 (K) Plan
  • ASSETS ind #3701

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 Washington →

Louis Jacobsen, Inc. 401(k) Plan in the asset neighbourhood

Louis Jacobsen, Inc. 401(k) PlanLouis Jacobsen, Inc. 401(k) …$2MMohib N. Ghobrial,Md 401 (K) PlanMohib N. Ghobrial,Md 401 (K)…$2MFlagship Investment Group, Inc. 401(k) PlanFlagship Investment Group, I…$2MTwin City Ambulance Union 401(k) PlanTwin City Ambulance Union 40…$2MTr2 Corporation Employees' Profit Sharing PlanTr2 Corporation Employees' P…$2M
End-of-year total assets ($M) among Louis Jacobsen, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$33K
Employer EIN843287599
Plan Effective Date2019-10-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Louis Jacobsen, Inc.)

Sponsor-wide plan assets over time

All Louis Jacobsen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.462015698387399% vs 2022
2024 filing year
$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.26M $2.05M ▼ -9.3%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby 401(k) Plans in Washington

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

Louis Jacobsen, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Louis Jacobsen, Inc. 401(k) Plan, Total assets ($B): 0.002296685 · Participants: 1Louis Jacobsen, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Louis Jacobsen, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Louis Jacobsen, Inc. 401(k) Plan side-by-side with 3 peers →

Louis Jacobsen, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Mohib N. Ghobrial,Md 401 (K) Plan in VA ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Louis Jacobsen, Inc. 401(k) Plan assets move in 2023? ▼
Louis Jacobsen, Inc. 401(k) Plan edged up modestly - up 1.5% during 2023, from $2M to $2M. Reported net income was $33K.
How have Louis Jacobsen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Louis Jacobsen, Inc.'s sponsor-wide assets declined 9.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Louis Jacobsen, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mohib N. Ghobrial,Md 401 (K) Plan in VA ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Louis Jacobsen, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 843287599.

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.