401(k) · DOL Form 5500 · 2024

Jaxson Investments Inc. 401(k) Plan

Data updated 2026-08-25

$248K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$247,998
Avg per participant Above avg balance/head
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Official DOL plan name: Jaxson Investments 401(k) Trust · Sponsored by Jaxson Investments Inc. · Texas · Other Services

$248K in assets, 1 participants

Jaxson Investments Inc.'s Jaxson Investments 401(k) Trust reported $248K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,972 in Other Services (7,719 peers)

Jaxson Investments Inc. multi-year trail

Jaxson Investments Inc.'s plans moved +45.4% in assets from 2022 to 2024; this filing shows Jaxson Investments 401(k) Trust at $248K / 1 participant.

#1,972
in Other Services (7,719 peers)
+15.1%
assets growth YoY

Jaxson Investments 401(k) Trust among the smaller filed plans by assets

Jaxson Investments 401(k) Trust vs every filed plan by assets

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

$247,998 12th percentile higher than 12% 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

Jaxson Investments 401(k) 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. Jaxson Investments 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jaxson Investments 401(k) Trust reported net income fell from $45K in the plan year 2023 filing to $33K in the plan year 2024 filing.
  • Jaxson Investments 401(k) Trust end-of-year assets rose from $215K in the plan year 2023 filing to $248K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 833598354 · Jaxson Investments Inc. PY 2024 · 401(k)

Jaxson Investments 401(k) Trust · $248K · 1 · 12th

  • NET $248K
  • BOOK 1
  • VS-ST 12th
  • BOY 401(k)
  • SCH near Trivium of New York LLC 401(k) P/S Plan
  • EBSA ind #1972

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 Texas →

Jaxson Investments 401(k) Trust in the asset neighbourhood

Jaxson Investments 401(k) TrustJaxson Investments 401(k) Tr…$248KTrivium of New York LLC 401(k) P/S PlanTrivium of New York LLC 401(…$248KGator National Enterprises, Inc. 401(k) Profit Sharing PlanGator National Enterprises, …$248KLegette Inc. 401(k) Plan$248KBsbk, Inc. Retirement Plan$248K
End-of-year total assets ($M) among Jaxson Investments 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jaxson Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jaxson Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$248K 45.38089515490811% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.17M $0.25M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 1 $171K
2023 1 1 $215K
2024 1 1 $248K

Jaxson Investments Inc. filing trail (2024)

Total Assets (Beginning of Year)$215K
Net Assets (End of Year)$248K
Net Income$33K
Employer EIN833598354
Plan Effective Date2019-02-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Jaxson Investments 401(k) Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jaxson Investments 401(k) Trust, Total assets ($B): 0.000247998 · Participants: 1Jaxson Investments 401(k) TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Jaxson Investments 401(k) Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jaxson Investments 401(k) Trust side-by-side with 3 peers →

Jaxson Investments 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Trivium of New York LLC 401(k) P/S Plan in NY ($248K); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($248K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jaxson Investments 401(k) Trust assets move in 2024? ▼
Jaxson Investments 401(k) Trust grew sharply - up 15.1% during 2024, from $215K to $248K. Reported net income was $33K.
How have Jaxson Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jaxson Investments Inc.'s sponsor-wide assets grew 45.4%, from $171K to $248K.
Where does Jaxson Investments 401(k) Trust rank by assets among Form 5500 filers? ▼
Jaxson Investments 401(k) Trust ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jaxson Investments 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Trivium of New York LLC 401(k) P/S Plan in NY ($248K, 270 participants).
Which 401(k) plans cover a similar participant headcount to Jaxson Investments 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant, 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 833598354.

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.