401(k) · DOL Form 5500 · 2024

Jeffcoat & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
56
Participants Small participant base
59th
Percentile by assets National rank
$206,203
Avg per participant Above avg balance/head
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Official DOL plan name: Jeffcoat & Associates, L.P. 401(k) Savings Plan · Sponsored by Jeffcoat & Associates, LLC · Alabama · Other Services

$12M in assets, 56 participants

Jeffcoat & Associates, LLC's Jeffcoat & Associates, L.P. 401(k) Savings Plan reported $12M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,911 in Other Services (7,719 peers)

Jeffcoat & Associates, LLC multi-year trail

Jeffcoat & Associates, LLC's plans moved +46.3% in assets from 2022 to 2024; this filing shows Jeffcoat & Associates, L.P. 401(k) Savings Plan at $12M / 56 participants.

#5,911
in Other Services (7,719 peers)
+24.5%
assets growth YoY

Jeffcoat & Associates, L.P. 401(k) Savings Plan's mid-pack asset rank among Other Services and all filers

Jeffcoat & Associates, L.P. 401(k) Savings Plan vs every filed plan by assets

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

$11,547,355 Top 41% higher than 59% 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

Jeffcoat & Associates, L.P. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffcoat & Associates, L.P. 401(k) Savings Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jeffcoat & Associates, L.P. 401(k) Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Jeffcoat & Associates, L.P. 401(k) Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Jeffcoat & Associates, L.P. 401(k) Savings Plan reported participants rose from 52 in the plan year 2023 filing to 56 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 841631750 · Jeffcoat & Associates, LLC PY 2024 · 401(k)

Jeffcoat & Associates, L.P. 401(k) Savings Plan · $12M · 56 · 59th

  • PART $12M
  • PART 56
  • PART 59th
  • PART 401(k)
  • PART near Curtis Green and Clay Green, Inc. 401(k) Plan
  • PART ind #5911

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 Other Services retirement plans → · Plans in Alabama →

Jeffcoat & Associates, L.P. 401(k) Savings Plan in the asset neighbourhood

Jeffcoat & Associates, L.P. 401(k) Savings PlanJeffcoat & Associates, L.P. …$12MCurtis Green and Clay Green, Inc. 401(k) PlanCurtis Green and Clay Green,…$12MDr. Samuel K. Cullan and Associates, P.C. 401(k) Profit Sharing Plan and TrustDr. Samuel K. Cullan and Ass…$12MNorth Mill Equipment Finance Retirement PlanNorth Mill Equipment Finance…$12MTst, Inc. 401(k) Retirement and Profit Sharing PlanTst, Inc. 401(k) Retirement …$12M
End-of-year total assets ($M) among Jeffcoat & Associates, L.P. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jeffcoat & Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Jeffcoat & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 46.336392781314736% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.89M $11.6M ▲ +46.4%
Year Plans Participants Total Assets
2022 1 52 $8M
2023 1 52 $9M
2024 1 56 $12M

Jeffcoat & Associates, LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN841631750
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Jeffcoat & Associates, L.P. 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Jeffcoat & Associates, L.P. 401(k) Savings Plan, Total assets ($B): 0.011547355 · Participants: 56Jeffcoat & Associates, L.P. 401(k) Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Jeffcoat & Associates, L.P. 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Jeffcoat & Associates, L.P. 401(k) Savings Plan side-by-side with 3 peers →

Jeffcoat & Associates, L.P. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Curtis Green and Clay Green, Inc. 401(k) Plan in KY ($12M); by covered participants it is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Jeffcoat & Associates, L.P. 401(k) Savings Plan assets move in 2024? ▼
Jeffcoat & Associates, L.P. 401(k) Savings Plan grew sharply - up 24.5% during 2024, from $9M to $12M. Reported net income was $2M.
How have Jeffcoat & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffcoat & Associates, LLC's sponsor-wide assets grew 46.3%, from $8M to $12M.
Which 401(k) plans are similar in size to Jeffcoat & Associates, L.P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curtis Green and Clay Green, Inc. 401(k) Plan in KY ($12M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Jeffcoat & Associates, L.P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants, $10M 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 841631750.

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.