401(k) · DOL Form 5500 · 2024

Jacobs Asset Management LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
4
Participants Small participant base
48th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Jacobs Asset Management LLC · New York · Finance & Insurance

$7M in assets, 4 participants

Jacobs Asset Management LLC's Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,791 in Finance & Insurance (8,549 peers)

Jacobs Asset Management LLC multi-year trail

Jacobs Asset Management LLC's plans moved +27.1% in assets from 2022 to 2024; this filing shows Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust at $7M / 4 participants.

#2,791
in Finance & Insurance (8,549 peers)
+13.7%
assets growth YoY

Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,799,268 48th percentile higher than 48% of 123,620 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 2024

Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $627K in the plan year 2023 filing to $821K in the plan year 2024 filing.
  • Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133810787 · Jacobs Asset Management LLC PY 2024 · 401(k)

Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust · $7M · 4 · 48th

  • ASSETS $7M
  • ASSETS 4
  • ASSETS 48th
  • ASSETS 401(k)
  • ASSETS near Marxent Labs 401(k) Plan
  • ASSETS ind #2791

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 New York →

Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Jacobs Asset Management LLC 401(k) Profit Sharing Plan & TrustJacobs Asset Management LLC …$7MMarxent Labs 401(k) Plan$7ML & D Construction Co, Inc. 401(k) & Profit Sharing PlanL & D Construction Co, Inc. …$7MSunset Imports Inc. 401(k) PlanSunset Imports Inc. 401(k) P…$7MIndustrial Vibration Consultants, Inc. 401(k) PlanIndustrial Vibration Consult…$7M
End-of-year total assets ($M) among Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jacobs Asset Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Jacobs Asset Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.066273316835364% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.35M $6.8M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 5 $6M
2024 1 4 $7M

Jacobs Asset Management LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$821K
Employer EIN133810787
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006799268 · Participants: 4Jacobs Asset Management LLC 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Marxent Labs 401(k) Plan in FL ($7M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 13.7% during 2024, from $6M to $7M. Reported net income was $821K.
How have Jacobs Asset Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacobs Asset Management LLC's sponsor-wide assets grew 27.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Marxent Labs 401(k) Plan in FL ($7M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Jacobs Asset Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133810787.

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.