401(k) · DOL Form 5500 · 2024

Jaeckle Wholesale, Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
103
Participants Small participant base
58th
Percentile by assets National rank
$107,464
Avg per participant Below avg balance/head
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Official DOL plan name: Jaeckle Wholesale, Inc. 401(k) Savings Plan · Sponsored by Jaeckle Wholesale, Inc · Wisconsin · Wholesale Trade

$11M in assets, 103 participants

Jaeckle Wholesale, Inc's Jaeckle Wholesale, Inc. 401(k) Savings Plan reported $11M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,018 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

Jaeckle Wholesale, Inc. 401(k) Savings Plan covers 103 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#3,018
in Wholesale Trade (6,080 peers)
+16.5%
assets growth YoY

Jaeckle Wholesale, Inc. 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Jaeckle Wholesale, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$11,068,842 Top 42% higher than 58% 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

Jaeckle Wholesale, Inc. 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jaeckle Wholesale, Inc. 401(k) Savings Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jaeckle Wholesale, Inc. 401(k) Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Jaeckle Wholesale, Inc. 401(k) Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Jaeckle Wholesale, Inc. 401(k) Savings Plan reported participants fell from 118 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390987893 · Jaeckle Wholesale, Inc PY 2024 · 401(k)

Jaeckle Wholesale, Inc. 401(k) Savings Plan · $11M · 103 · 58th

  • BOOK $11M
  • VS-ST 103
  • BOY 58th
  • SCH 401(k)
  • EBSA near Etix, Inc. Retirement Savings Plan
  • PART ind #3018

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Jaeckle Wholesale, Inc. 401(k) Savings Plan in the asset neighbourhood

Jaeckle Wholesale, Inc. 401(k) Savings PlanJaeckle Wholesale, Inc. 401(…$11MEtix, Inc. Retirement Savings PlanEtix, Inc. Retirement Saving…$11MCamp Greystone, LLC 401(k) Profit Sharing PlanCamp Greystone, LLC 401(k) P…$11MWorldone 401(k) Plan$11MBoone Drugs, Inc. Savings Plus PlanBoone Drugs, Inc. Savings Pl…$11M
End-of-year total assets ($M) among Jaeckle Wholesale, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN390987893
Plan Effective Date1984-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jaeckle Wholesale, Inc)

Sponsor-wide plan assets over time

All Jaeckle Wholesale, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 34.522072192071434% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.23M $11.1M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 114 $8M
2023 1 118 $10M
2024 1 103 $11M

Nearby 401(k) Plans in Wisconsin

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

Jaeckle Wholesale, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Jaeckle Wholesale, Inc. 401(k) Savings Plan, Total assets ($B): 0.011068842 · Participants: 103Jaeckle Wholesale, Inc. 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Jaeckle Wholesale, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jaeckle Wholesale, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Jaeckle Wholesale, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Etix, Inc. Retirement Savings Plan in NC ($11M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Jaeckle Wholesale, Inc. 401(k) Savings Plan assets move in 2024? ▼
Jaeckle Wholesale, Inc. 401(k) Savings Plan grew sharply - up 16.5% during 2024, from $10M to $11M. Reported net income was $2M.
How have Jaeckle Wholesale, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jaeckle Wholesale, Inc's sponsor-wide assets grew 34.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Jaeckle Wholesale, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Etix, Inc. Retirement Savings Plan in NC ($11M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Jaeckle Wholesale, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 390987893.

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.