401(k) · DOL Form 5500 · 2023

Jaco Oil Company 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
178
Participants Small participant base
56th
Percentile by assets National rank
$49,283
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jaco Oil Company 401(k) Retirement Plan · Sponsored by Jaco Oil Company · California · Retail Trade

$9M in assets, 178 participants

Jaco Oil Company's Jaco Oil Company 401(k) Retirement Plan reported $9M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,572 in Retail Trade (8,414 peers)

Coverage in California

Jaco Oil Company 401(k) Retirement Plan covers 178 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $9M.

#5,572
in Retail Trade (8,414 peers)
+37.1%
assets growth YoY

Jaco Oil Company 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Jaco Oil Company 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,772,362 Top 44% higher than 56% of 127,068 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 2023

Jaco Oil Company 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jaco Oil Company 401(k) Retirement Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jaco Oil Company 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jaco Oil Company 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Jaco Oil Company 401(k) Retirement Plan reported participants rose from 165 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952667602 · Jaco Oil Company PY 2023 · 401(k)

Jaco Oil Company 401(k) Retirement Plan · $9M · 178 · 56th

  • TYPE $9M
  • NET 178
  • BOOK 56th
  • VS-ST 401(k)
  • BOY near Mlp Ventures Group 401(k) Plan
  • SCH ind #5572

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 Retail Trade retirement plans → · Plans in California →

Jaco Oil Company 401(k) Retirement Plan in the asset neighbourhood

Jaco Oil Company 401(k) Retirement PlanJaco Oil Company 401(k) Reti…$9MMlp Ventures Group 401(k) PlanMlp Ventures Group 401(k) Pl…$9MKiolbassa Provision Company, Inc. 401(k) PlanKiolbassa Provision Company,…$9MSolo Brands 401(k) Plan$9MSarfan & Nachman 401(k) Plan$9M
End-of-year total assets ($M) among Jaco Oil Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN952667602
Plan Effective Date1994-06-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Jaco Oil Company)

Sponsor-wide plan assets over time

All Jaco Oil Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 72.32630041747439% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.4M $11M ▲ +72.3%
Year Plans Participants Total Assets
2022 1 165 $6M
2023 1 178 $9M
2024 1 171 $11M

Nearby 401(k) Plans in California

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

Jaco Oil Company 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jaco Oil Company 401(k) Retirement Plan, Total assets ($B): 0.008772362 · Participants: 178Jaco Oil Company 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jaco Oil Company 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Jaco Oil Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mlp Ventures Group 401(k) Plan in PA ($9M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jaco Oil Company 401(k) Retirement Plan assets move in 2023?
Jaco Oil Company 401(k) Retirement Plan surged - up 37.1% during 2023, from $6M to $9M. Reported net income was $3M.
How have Jaco Oil Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Jaco Oil Company's sponsor-wide assets grew 72.3%, from $6M to $11M.
Which 401(k) plans are similar in size to Jaco Oil Company 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Mlp Ventures Group 401(k) Plan in PA ($9M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Jaco Oil Company 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants, N/A in assets).