401(k) · DOL Form 5500 · 2023

V & K Jackson, Inc. 401(k) Plan

Data updated 2026-08-25

$69K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$68,680
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vk Jackson 401(k) · Sponsored by V & K Jackson, Inc. · Alabama · Retail Trade

$69K in assets, 1 participants

V & K Jackson, Inc.'s Vk Jackson 401(k) reported $69K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #619 in Retail Trade (8,414 peers)

V & K Jackson, Inc. multi-year trail

V & K Jackson, Inc.'s plans moved -45.0% in assets from 2022 to 2023; this filing shows Vk Jackson 401(k) at $69K / 1 participant.

#619
in Retail Trade (8,414 peers)
-45.0%
assets change YoY

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vk Jackson 401(k) among the smaller filed plans by assets

Vk Jackson 401(k) vs every filed plan by assets

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

$68,680 5th percentile higher than 5% 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

Vk Jackson 401(k) among micro filed plans by headcount

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vk Jackson 401(k) reported net income fell from $94K in the plan year 2022 filing to -$56K in the plan year 2023 filing.
  • Vk Jackson 401(k) end-of-year assets fell from $125K in the plan year 2022 filing to $69K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 843314893 · V & K Jackson, Inc. PY 2023 · 401(k)

Vk Jackson 401(k) · $69K · 1 · 5th

  • NET $69K
  • BOOK 1
  • VS-ST 5th
  • BOY 401(k)
  • SCH near Hgl 401(k)
  • EBSA ind #619

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 Alabama →

Vk Jackson 401(k) in the asset neighbourhood

Vk Jackson 401(k)$69KHgl 401(k)$69KLaroe Ridge Developers, LLC 401(k) Profit Sharing PlanLaroe Ridge Developers, LLC …$69KDj Klock, Inc. 401(k) Plan$69KHope Operations, Inc. 401(k) PlanHope Operations, Inc. 401(k)…$69K
End-of-year total assets ($M) among Vk Jackson 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

V & K Jackson, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All V & K Jackson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69K 45.025654161096924% vs 2022
2023 filing year
$0.06M$0.08M$0.1M$0.12M$0.14M 20222023 $0.12M $0.07M ▼ -41.7%
Year Plans Participants Total Assets
2022 1 1 $125K
2023 1 1 $69K

V & K Jackson, Inc. filing trail (2023)

Total Assets (Beginning of Year)$125K
Net Assets (End of Year)$69K
Net Income-$56K
Employer EIN843314893
Plan Effective Date2019-10-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Vk Jackson 401(k) vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Vk Jackson 401(k), Total assets ($B): 0.00006868 · Participants: 1Vk Jackson 401(k)Regions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Vk Jackson 401(k) vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Vk Jackson 401(k) side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Hgl 401(k) in NC ($69K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69K here).

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 Vk Jackson 401(k) assets move in 2023? ▼
Vk Jackson 401(k) contracted severely - down 45.0% during 2023, from $125K to $69K. Reported net income was -$56K.
How have V & K Jackson, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), V & K Jackson, Inc.'s sponsor-wide assets declined 45.0%, from $125K to $69K.
Where does Vk Jackson 401(k) rank by assets among Form 5500 filers? ▼
Vk Jackson 401(k) ranks in the 5th 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 Vk Jackson 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Hgl 401(k) in NC ($69K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Vk Jackson 401(k)? ▼
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 843314893.

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.