401(k) · DOL Form 5500 · 2024
Jacob & Hefner Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $117,907
- Avg per participant Below avg balance/head
Official DOL plan name: Jacob & Hefner Associates 401(k) Plan · Sponsored by Jacob & Hefner Associates, Inc. · Illinois · Professional & Technical Services
$15M in assets, 123 participants
Jacob & Hefner Associates, Inc.'s Jacob & Hefner Associates 401(k) Plan reported $15M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #12,662 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
Jacob & Hefner Associates 401(k) Plan covers 123 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $15M.
- #12,662
- in Professional & Technical Services (20,173 peers)
- +19.7%
- assets growth YoY
Jacob & Hefner Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Jacob & Hefner Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,502,600 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Jacob & Hefner Associates 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. Jacob & Hefner Associates 401(k) Plan sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jacob & Hefner Associates 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Jacob & Hefner Associates 401(k) Plan reported participants fell from 134 in the plan year 2023 filing to 123 in the plan year 2024 filing.
- Jacob & Hefner Associates 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 364070643 · Jacob & Hefner Associates, Inc. PY 2024 · 401(k)
Jacob & Hefner Associates 401(k) Plan · $15M · 123 · 64th
- RANK $15M
- PHOTO 123
- IND 64th
- EOY 401(k)
- 5500 near S.P. Company, Inc. 401(k) Plan
- ASSETS ind #12662
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 Illinois →
Jacob & Hefner Associates 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 364070643 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jacob & Hefner Associates, Inc.)
Sponsor-wide plan assets over time
All Jacob & Hefner Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 52.11590958340929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $10M |
| 2023 | 1 | 134 | $12M |
| 2024 | 1 | 123 | $15M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Jacob & Hefner Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is S.P. Company, Inc. 401(k) Plan in OH ($15M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- S.P. Company, Inc. 401(k) Plan (OH) $15M · 173
- High Bar Brands 401(k) Plan (MN) $15M · 149
- Hawthorn Senior Living LLC 401(k) Plan (WA) $15M · 1,405
- American Homestar Corporation 401(k) Retirement Plan (TX) $15M · 522
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Clark's Termite & Pest Control 401(k) Plan (NJ) 123 · 0 off
- App Annie 401(k) Plan (CA) 123 · 0 off
- Valley Chrome Plating, Inc. 401(k) Plan (CA) 123 · 0 off
- Atg Retirement Savings Plan (FL) 123 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.