401(k) · DOL Form 5500 · 2024

Jacobus Energy, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
474
Participants Below avg headcount
79th
Percentile by assets National rank
$71,940
Avg per participant Below avg balance/head
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Official DOL plan name: Jacobus Energy Retirement Plan · Sponsored by Jacobus Energy, LLC · Wisconsin · Finance & Insurance

$34M in assets, 474 participants

Jacobus Energy, LLC's Jacobus Energy Retirement Plan reported $34M in total assets and 474 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,770 in Finance & Insurance (8,549 peers)

Where Jacobus Energy Retirement Plan sits by assets

Jacobus Energy Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 474 participants (~$71,940/participant), up 16.5% in 2024.

#5,770
in Finance & Insurance (8,549 peers)
+16.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jacobus Energy Retirement Plan's outsized position by total assets

Jacobus Energy Retirement Plan vs every filed plan by assets

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

$34,099,507 Top 21% higher than 79% 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

Jacobus Energy Retirement 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. Jacobus Energy Retirement Plan sits mid-pack in the medium band (474 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jacobus Energy Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Jacobus Energy Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Jacobus Energy Retirement Plan reported participants rose from 458 in the plan year 2023 filing to 474 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391957778 · Jacobus Energy, LLC PY 2024 · 401(k)

Jacobus Energy Retirement Plan · $34M · 474 · 79th

  • NET $34M
  • NET 474
  • NET 79th
  • NET 401(k)
  • NET near The Bionetics Corporation 401(k) Savings Plan
  • NET ind #5770

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Jacobus Energy Retirement Plan in the asset neighbourhood

Jacobus Energy Retirement PlanJacobus Energy Retirement Pl…$34MThe Bionetics Corporation 401(k) Savings PlanThe Bionetics Corporation 40…$34MStratos 401(k) Plan$34MEastwood Homes Profit Sharing 401(k) PlanEastwood Homes Profit Sharin…$34MJohnson Screens, Inc. 401(k) Savings PlanJohnson Screens, Inc. 401(k)…$34M
End-of-year total assets ($M) among Jacobus Energy Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN391957778
Plan Effective Date1952-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacobus Energy, LLC)

Sponsor-wide plan assets over time

All Jacobus Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 33.37827972544173% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.6M $34.1M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 347 $26M
2023 1 458 $29M
2024 1 474 $34M

Nearby 401(k) Plans in Wisconsin

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

Jacobus Energy Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Jacobus Energy Retirement Plan, Total assets ($B): 0.034099507 · Participants: 474Jacobus Energy Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Jacobus Energy Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jacobus Energy Retirement Plan side-by-side with 3 peers →

Jacobus Energy Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Bionetics Corporation 401(k) Savings Plan in VA ($34M); by covered participants it is Restaurants of America Retirement Plan in CO (474 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (474 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 Jacobus Energy Retirement Plan assets move in 2024? ▼
Jacobus Energy Retirement Plan grew sharply - up 16.5% during 2024, from $29M to $34M. Reported net income was $5M.
How have Jacobus Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacobus Energy, LLC's sponsor-wide assets grew 33.4%, from $26M to $34M.
Where does Jacobus Energy Retirement Plan rank by assets among Form 5500 filers? ▼
Jacobus Energy Retirement Plan ranks in the 79th 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 Jacobus Energy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Bionetics Corporation 401(k) Savings Plan in VA ($34M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Jacobus Energy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Restaurants of America Retirement Plan in CO (474 participants, $3M 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 391957778.

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.