401(k) · DOL Form 5500 · 2024

217 Jacob, Inc. 401(k) Plan

Data updated 2026-08-25

$152K
Total assets Small plan by assets
18
Participants Small participant base
9th
Percentile by assets National rank
$8,451
Avg per participant Low balance/head
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Official DOL plan name: 217 Jacob, Inc. 401(k) Plan · Sponsored by 217 Jacob, Inc. · New Mexico · Educational Services

$152K in assets, 18 participants

217 Jacob, Inc.'s 217 Jacob, Inc. 401(k) Plan reported $152K in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #239 in Educational Services (3,638 peers)

217 Jacob, Inc. multi-year trail

217 Jacob, Inc.'s plans moved -62.5% in assets from 2022 to 2024; this filing shows 217 Jacob, Inc. 401(k) Plan at $152K / 18 participants.

#239
in Educational Services (3,638 peers)
-17.6%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

217 Jacob, Inc. 401(k) Plan among the smaller filed plans by assets

217 Jacob, Inc. 401(k) Plan vs every filed plan by assets

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

$152,120 9th percentile higher than 9% 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

217 Jacob, Inc. 401(k) 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. 217 Jacob, Inc. 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 217 Jacob, Inc. 401(k) Plan reported participants rose from 5 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • 217 Jacob, Inc. 401(k) Plan reported net income rose from -$221K in the plan year 2023 filing to -$32K in the plan year 2024 filing.
  • 217 Jacob, Inc. 401(k) Plan end-of-year assets fell from $185K in the plan year 2023 filing to $152K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 871983516 · 217 Jacob, Inc. PY 2024 · 401(k)

217 Jacob, Inc. 401(k) Plan · $152K · 18 · 9th

  • PHOTO $152K
  • IND 18
  • EOY 9th
  • 5500 401(k)
  • ASSETS near Radical Home Services, Inc. 401(k) Profit Sharing Plan
  • PCT ind #239

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 Educational Services retirement plans → · Plans in New Mexico →

217 Jacob, Inc. 401(k) Plan in the asset neighbourhood

217 Jacob, Inc. 401(k) Plan$152KRadical Home Services, Inc. 401(k) Profit Sharing PlanRadical Home Services, Inc. …$152KFindec Basic Pep 401(k) Plan$152KIgen Kids, Inc 401(k) Plan$152KSj Leith Enterprises Inc. 401(k) PlanSj Leith Enterprises Inc. 40…$152K
End-of-year total assets ($M) among 217 Jacob, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

217 Jacob, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All 217 Jacob, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$152K 62.5338653268312% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.41M $0.15M ▼ -63.4%
Year Plans Participants Total Assets
2022 1 2 $406K
2023 1 5 $185K
2024 1 18 $152K

217 Jacob, Inc. filing trail (2024)

Total Assets (Beginning of Year)$185K
Net Assets (End of Year)$152K
Net Income-$32K
Employer EIN871983516
Plan Effective Date2021-07-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

217 Jacob, Inc. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants 217 Jacob, Inc. 401(k) Plan, Total assets ($B): 0.00015212 · Participants: 18217 Jacob, Inc. 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
217 Jacob, Inc. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare 217 Jacob, Inc. 401(k) Plan side-by-side with 3 peers →

217 Jacob, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Radical Home Services, Inc. 401(k) Profit Sharing Plan in AZ ($152K); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($152K here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 217 Jacob, Inc. 401(k) Plan assets move in 2024? ▼
217 Jacob, Inc. 401(k) Plan declined sharply - down 17.6% during 2024, from $185K to $152K. Reported net income was -$32K.
How have 217 Jacob, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 217 Jacob, Inc.'s sponsor-wide assets declined 62.5%, from $406K to $152K.
Where does 217 Jacob, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
217 Jacob, Inc. 401(k) Plan ranks in the 9th 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 217 Jacob, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radical Home Services, Inc. 401(k) Profit Sharing Plan in AZ ($152K, 2 participants).
Which 401(k) plans cover a similar participant headcount to 217 Jacob, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 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 871983516.

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.