401(k) · DOL Form 5500 · 2024

Jacobsen Construction Company, Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
696
Participants Below avg headcount
85th
Percentile by assets National rank
$80,283
Avg per participant Below avg balance/head
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Official DOL plan name: Jacobsen Construction Company, Inc. 401(k) Plan · Sponsored by Jacobsen Construction Company, Inc. · Utah · Construction

$56M in assets, 696 participants

Jacobsen Construction Company, Inc.'s Jacobsen Construction Company, Inc. 401(k) Plan reported $56M in total assets and 696 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,552 in Construction (9,039 peers)

Where Jacobsen Construction Company, Inc. 401(k) Plan sits by assets

Jacobsen Construction Company, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $56M for 696 participants (~$80,283/participant), up 14.6% in 2024.

#7,552
in Construction (9,039 peers)
+14.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Jacobsen Construction Company, Inc. 401(k) Plan's outsized position by total assets

Jacobsen Construction Company, Inc. 401(k) Plan vs every filed plan by assets

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

$55,876,870 Top 15% higher than 85% 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

Jacobsen Construction Company, Inc. 401(k) 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. Jacobsen Construction Company, Inc. 401(k) Plan sits mid-pack in the medium band (696 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jacobsen Construction Company, Inc. 401(k) Plan reported participants rose from 604 in the plan year 2023 filing to 696 in the plan year 2024 filing.
  • Jacobsen Construction Company, Inc. 401(k) Plan end-of-year assets rose from $49M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • Jacobsen Construction Company, Inc. 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870256624 · Jacobsen Construction Company, Inc. PY 2024 · 401(k)

Jacobsen Construction Company, Inc. 401(k) Plan · $56M · 696 · 85th

  • TYPE $56M
  • TYPE 696
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Excelwise Pooled Employer Plan
  • TYPE ind #7552

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 Construction retirement plans → · Plans in Utah →

Jacobsen Construction Company, Inc. 401(k) Plan in the asset neighbourhood

Jacobsen Construction Company, Inc. 401(k) PlanJacobsen Construction Compan…$56MExcelwise Pooled Employer PlanExcelwise Pooled Employer Pl…$56MGill Studios, Inc. Profit Sharing and 401(k) Plan and TrustGill Studios, Inc. Profit Sh…$56MKovalus 401(k) Savings Plan$56MH.F. Lenz Company 401(k) and Profit Sharing PlanH.F. Lenz Company 401(k) and…$56M
End-of-year total assets ($M) among Jacobsen Construction Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$56M
Net Income$7M
Employer EIN870256624
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacobsen Construction Company, Inc.)

Sponsor-wide plan assets over time

All Jacobsen Construction Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$176M 26.251030152205303% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $139M $176M ▲ +26.3%
Year Plans Participants Total Assets
2022 2 1,014 $139M
2023 2 1,135 $160M
2024 2 1,301 $176M

Nearby 401(k) Plans in Utah

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

Jacobsen Construction Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Jacobsen Construction Company, Inc. 401(k) Plan, Total assets ($B): 0.05587687 · Participants: 696Jacobsen Construction Company, Inc. 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Jacobsen Construction Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Jacobsen Construction Company, Inc. 401(k) Plan side-by-side with 3 peers →

Jacobsen Construction Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Excelwise Pooled Employer Plan in IA ($56M); by covered participants it is L & G Home Care Retirement Plan in NY (696 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (696 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 Jacobsen Construction Company, Inc. 401(k) Plan assets move in 2024? ▼
Jacobsen Construction Company, Inc. 401(k) Plan grew at a solid clip - up 14.6% during 2024, from $49M to $56M. Reported net income was $7M.
How have Jacobsen Construction Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacobsen Construction Company, Inc.'s sponsor-wide assets grew 26.3%, from $139M to $176M.
Where does Jacobsen Construction Company, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jacobsen Construction Company, Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jacobsen Construction Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Excelwise Pooled Employer Plan in IA ($56M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Jacobsen Construction Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L & G Home Care Retirement Plan in NY (696 participants, $185K 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 870256624.

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.