401(k) · DOL Form 5500 · 2024

The Jaeb Center for Health Research, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
156
Participants Small participant base
80th
Percentile by assets National rank
$229,704
Avg per participant Above avg balance/head
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Official DOL plan name: The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by The Jaeb Center for Health Research, Inc. · Florida · Professional & Technical Services

$36M in assets, 156 participants

The Jaeb Center for Health Research, Inc.'s The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust reported $36M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,201 in Professional & Technical Services (20,173 peers)

Coverage in Florida

The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust covers 156 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $36M.

#16,201
in Professional & Technical Services (20,173 peers)
+20.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$35,833,782 Top 20% higher than 80% 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

The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust 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. The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $30M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 149 in the plan year 2023 filing to 156 in the plan year 2024 filing.
  • The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 593187624 · The Jaeb Center for Health Research, Inc. PY 2024 · 401(k)

The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust · $36M · 156 · 80th

  • ASSETS $36M
  • PCT 156
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Hardwoods Specialty Products 401(k) Retirement Savings Plan
  • IND ind #16201

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 Florida →

The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Hardwoods Specialty Products 401(k) Retirement Savings PlanHardwoods Specialty Products…$36MBgi LLC 401(k) and Profit Sharing PlanBgi LLC 401(k) and Profit Sh…$36MThe Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and TrustThe Jaeb Center for Health R…$36MContractors Retirement Plan$36MActblue LLC 401(k) Plan$36M
End-of-year total assets ($M) among The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN593187624
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Jaeb Center for Health Research, Inc.)

Sponsor-wide plan assets over time

All The Jaeb Center for Health Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 50.198250825646916% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.9M $35.8M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 142 $24M
2023 1 149 $30M
2024 1 156 $36M

Nearby 401(k) Plans in Florida

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

The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.035833782 · Participants: 156The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Hardwoods Specialty Products 401(k) Retirement Savings Plan in ($36M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024?
The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 20.4% during 2024, from $30M to $36M. Reported net income was $6M.
How have The Jaeb Center for Health Research, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Jaeb Center for Health Research, Inc.'s sponsor-wide assets grew 50.2%, from $24M to $36M.
Where does The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 80th 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 The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Hardwoods Specialty Products 401(k) Retirement Savings Plan in ($36M, 371 participants).
Which 401(k) plans cover a similar participant headcount to The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants, N/A in assets).