401(k) · DOL Form 5500 · 2024

T. C. Jacoby & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
34
Participants Small participant base
69th
Percentile by assets National rank
$541,201
Avg per participant High balance/head
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Official DOL plan name: T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan · Sponsored by T. C. Jacoby & Company, Inc. · Missouri · Wholesale Trade

$18M in assets, 34 participants

T. C. Jacoby & Company, Inc.'s T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan reported $18M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,879 in Wholesale Trade (6,080 peers)

T. C. Jacoby & Company, Inc. multi-year trail

T. C. Jacoby & Company, Inc.'s plans moved +38.5% in assets from 2022 to 2024; this filing shows T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan at $18M / 34 participants.

#3,879
in Wholesale Trade (6,080 peers)
+20.4%
assets growth YoY

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan's outsized position by total assets

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,400,818 Top 31% higher than 69% 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

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing 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. T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan reported participants rose from 28 in the plan year 2023 filing to 34 in the plan year 2024 filing.
  • T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 431414077 · T. C. Jacoby & Company, Inc. PY 2024 · 401(k)

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan · $18M · 34 · 69th

  • EIN $18M
  • EIN 34
  • EIN 69th
  • EIN 401(k)
  • EIN near Fiduciary Real Estate Development, Inc. 401(k) Plan
  • EIN ind #3879

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 Missouri →

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan in the asset neighbourhood

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing PlanT. C. Jacoby & Company, Inc.…$18MFiduciary Real Estate Development, Inc. 401(k) PlanFiduciary Real Estate Develo…$18MThe Contractors Retirement PlanThe Contractors Retirement P…$18MParkway C & a, LP 401(k) Savings PlanParkway C & a, LP 401(k) Sav…$18MLending Solutions 401(k) Plan$18M
End-of-year total assets ($M) among T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

T. C. Jacoby & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All T. C. Jacoby & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 38.5296976023608% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.3M $18.4M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 26 $13M
2023 1 28 $15M
2024 1 34 $18M

T. C. Jacoby & Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN431414077
Plan Effective Date1960-12-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.018400818 · Participants: 34T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Fiduciary Real Estate Development, Inc. 401(k) Plan in WI ($18M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (34 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 T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan assets move in 2024?
T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan grew sharply - up 20.4% during 2024, from $15M to $18M. Reported net income was $3M.
How have T. C. Jacoby & Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), T. C. Jacoby & Company, Inc.'s sponsor-wide assets grew 38.5%, from $13M to $18M.
Which 401(k) plans are similar in size to T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Fiduciary Real Estate Development, Inc. 401(k) Plan in WI ($18M, 245 participants).
Which 401(k) plans cover a similar participant headcount to T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M in assets).