401(k) · DOL Form 5500 · 2024

Mehlman Jacobs LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
34
Participants Small participant base
31st
Percentile by assets National rank
$66,375
Avg per participant Below avg balance/head
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Official DOL plan name: Mehlman Jacobs 401(k) Plan · Sponsored by Mehlman Jacobs LLP · California · Professional & Technical Services

$2M in assets, 34 participants

Mehlman Jacobs LLP's Mehlman Jacobs 401(k) Plan reported $2M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,375 in Professional & Technical Services (20,173 peers)

Mehlman Jacobs LLP multi-year trail

Mehlman Jacobs LLP's plans moved +146.6% in assets from 2022 to 2024; this filing shows Mehlman Jacobs 401(k) Plan at $2M / 34 participants.

#5,375
in Professional & Technical Services (20,173 peers)
+52.3%
assets growth YoY

Mehlman Jacobs 401(k) Plan among the smaller filed plans by assets

Mehlman Jacobs 401(k) Plan vs every filed plan by assets

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

$2,256,737 31st percentile higher than 31% 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

Mehlman Jacobs 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. Mehlman Jacobs 401(k) 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

  • Mehlman Jacobs 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mehlman Jacobs 401(k) Plan reported net income rose from $567K in the plan year 2023 filing to $775K in the plan year 2024 filing.
  • Mehlman Jacobs 401(k) Plan reported participants rose from 30 in the plan year 2023 filing to 34 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 853765634 · Mehlman Jacobs LLP PY 2024 · 401(k)

Mehlman Jacobs 401(k) Plan · $2M · 34 · 31st

  • IND $2M
  • EOY 34
  • 5500 31st
  • ASSETS 401(k)
  • PCT near Dallas Services 401(k) Profit Sharing Plan & Trust
  • EIN ind #5375

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 Professional & Technical Services retirement plans → · Plans in California →

Mehlman Jacobs 401(k) Plan in the asset neighbourhood

Mehlman Jacobs 401(k) Plan$2MDallas Services 401(k) Profit Sharing Plan & TrustDallas Services 401(k) Profi…$2MAlexander School, Inc. 401(k)$2MKilgore & Kilgore PLLC Profit Sharing and Savings PlanKilgore & Kilgore PLLC Profi…$2MAhrens, Fuller, St. John & Vincent, Inc. Cash or Deferred Profit Sharing PlanAhrens, Fuller, St. John & V…$2M
End-of-year total assets ($M) among Mehlman Jacobs 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mehlman Jacobs LLP multi-year asset trail

Sponsor-wide plan assets over time

All Mehlman Jacobs LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 146.55196712840004% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.92M $2.26M ▲ +145.7%
Year Plans Participants Total Assets
2022 1 19 $915K
2023 1 30 $1M
2024 1 34 $2M

Mehlman Jacobs LLP filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$775K
Employer EIN853765634
Plan Effective Date2021-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mehlman Jacobs 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mehlman Jacobs 401(k) Plan, Total assets ($B): 0.002256737 · Participants: 34Mehlman Jacobs 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Mehlman Jacobs 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Mehlman Jacobs 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dallas Services 401(k) Profit Sharing Plan & Trust in TX ($2M); 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.

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 Mehlman Jacobs 401(k) Plan assets move in 2024?
Mehlman Jacobs 401(k) Plan surged - up 52.3% during 2024, from $1M to $2M. Reported net income was $775K.
How have Mehlman Jacobs LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Mehlman Jacobs LLP's sponsor-wide assets grew 146.6%, from $915K to $2M.
Which 401(k) plans are similar in size to Mehlman Jacobs 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Dallas Services 401(k) Profit Sharing Plan & Trust in TX ($2M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Mehlman Jacobs 401(k) 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).