401(k) · DOL Form 5500 · 2023

Jan Loewen Insurance Services 401(k) Plan

Data updated 2026-08-25

$389K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$97,288
Avg per participant Below avg balance/head
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Official DOL plan name: Jan Loewen Insurance Services 401(k) Plan · Sponsored by Jan Loewen Insurance Services · California · Finance & Insurance

$389K in assets, 4 participants

Jan Loewen Insurance Services's Jan Loewen Insurance Services 401(k) Plan reported $389K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #825 in Finance & Insurance (8,869 peers)

Jan Loewen Insurance Services multi-year trail

Jan Loewen Insurance Services's plans moved +48.6% in assets from 2022 to 2024; this filing shows Jan Loewen Insurance Services 401(k) Plan at $389K / 4 participants.

#825
in Finance & Insurance (8,869 peers)
+48.0%
assets growth YoY

Jan Loewen Insurance Services 401(k) Plan among the smaller filed plans by assets

Jan Loewen Insurance Services 401(k) Plan vs every filed plan by assets

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

$389,150 16th percentile higher than 16% 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

Jan Loewen Insurance Services 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. Jan Loewen Insurance Services 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jan Loewen Insurance Services 401(k) Plan end-of-year assets rose from $263K in the plan year 2022 filing to $389K in the plan year 2023 filing.
  • Jan Loewen Insurance Services 401(k) Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Jan Loewen Insurance Services 401(k) Plan reported net income rose from $119K in the plan year 2022 filing to $126K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 813418878 · Jan Loewen Insurance Services PY 2023 · 401(k)

Jan Loewen Insurance Services 401(k) Plan · $389K · 4 · 16th

  • SCH $389K
  • SCH 4
  • SCH 16th
  • SCH 401(k)
  • SCH near Paul Grandinetti 401(k) Profit Sharing Plan & Trust
  • SCH ind #825

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 Finance & Insurance retirement plans → · Plans in California →

Jan Loewen Insurance Services 401(k) Plan in the asset neighbourhood

Jan Loewen Insurance Services 401(k) PlanJan Loewen Insurance Service…$389KPaul Grandinetti 401(k) Profit Sharing Plan & TrustPaul Grandinetti 401(k) Prof…$389KReady 2 Fix, Inc. 401(k) Profit Sharing PlanReady 2 Fix, Inc. 401(k) Pro…$389KInn Nature Corp. 401(k) Plan$389KPamela Edels Marketing LLC$389K
End-of-year total assets ($M) among Jan Loewen Insurance Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jan Loewen Insurance Services multi-year asset trail

Sponsor-wide plan assets over time

All Jan Loewen Insurance Services plans reported in each filing year

Latest sponsor-wide plan assets
$391K 48.62264244231376% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.26M $0.39M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 3 $263K
2023 4 8 $775K
2024 1 5 $391K

Jan Loewen Insurance Services filing trail (2023)

Total Assets (Beginning of Year)$263K
Net Assets (End of Year)$389K
Net Income$126K
Employer EIN813418878
Plan Effective Date2016-07-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jan Loewen Insurance Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jan Loewen Insurance Services 401(k) Plan, Total assets ($B): 0.00038915 · Participants: 4Jan Loewen Insurance Services 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jan Loewen Insurance Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jan Loewen Insurance Services 401(k) Plan side-by-side with 3 peers →

Jan Loewen Insurance Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Paul Grandinetti 401(k) Profit Sharing Plan & Trust in DC ($389K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($389K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); 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 Jan Loewen Insurance Services 401(k) Plan assets move in 2023? ▼
Jan Loewen Insurance Services 401(k) Plan surged - up 48.0% during 2023, from $263K to $389K. Reported net income was $126K.
How have Jan Loewen Insurance Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jan Loewen Insurance Services's sponsor-wide assets grew 48.6%, from $263K to $391K.
Where does Jan Loewen Insurance Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Jan Loewen Insurance Services 401(k) Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jan Loewen Insurance Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paul Grandinetti 401(k) Profit Sharing Plan & Trust in DC ($389K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Jan Loewen Insurance Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 813418878.

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.