401(k) · DOL Form 5500 · 2024

Jake Marshall Service, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
130
Participants Small participant base
54th
Percentile by assets National rank
$69,868
Avg per participant Below avg balance/head
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Official DOL plan name: Jake Marshall Service, Inc. 401(k) Profit Sharing Plan · Sponsored by Jake Marshall Service, Inc. · Tennessee · Other Services

$9M in assets, 130 participants

Jake Marshall Service, Inc.'s Jake Marshall Service, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,651 in Other Services (7,719 peers)

Coverage in Tennessee

Jake Marshall Service, Inc. 401(k) Profit Sharing Plan covers 130 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#5,651
in Other Services (7,719 peers)
+13.6%
assets growth YoY

Jake Marshall Service, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Jake Marshall Service, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,082,796 Top 46% higher than 54% 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

Jake Marshall Service, Inc. 401(k) Profit Sharing 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. Jake Marshall Service, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jake Marshall Service, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Jake Marshall Service, Inc. 401(k) Profit Sharing Plan reported participants rose from 113 in the plan year 2023 filing to 130 in the plan year 2024 filing.
  • Jake Marshall Service, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 621212159 · Jake Marshall Service, Inc. PY 2024 · 401(k)

Jake Marshall Service, Inc. 401(k) Profit Sharing Plan · $9M · 130 · 54th

  • EIN $9M
  • RANK 130
  • PHOTO 54th
  • IND 401(k)
  • EOY near Soluna Holdings, Inc. Savings and Retirement Plan
  • 5500 ind #5651

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 Other Services retirement plans → · Plans in Tennessee →

Jake Marshall Service, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jake Marshall Service, Inc. 401(k) Profit Sharing PlanJake Marshall Service, Inc. …$9MSoluna Holdings, Inc. Savings and Retirement PlanSoluna Holdings, Inc. Saving…$9MBsr Trust, LLC 401(k) Retirement PlanBsr Trust, LLC 401(k) Retire…$9MInnogy E-Mobility US 401(k) Profit Sharing PlanInnogy E-Mobility US 401(k) …$9MLe Vian Corp. 401(k) Profit Sharing Plan and TrustLe Vian Corp. 401(k) Profit …$9M
End-of-year total assets ($M) among Jake Marshall Service, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN621212159
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jake Marshall Service, Inc.)

Sponsor-wide plan assets over time

All Jake Marshall Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 51.38823445485594% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6M $9.08M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 129 $6M
2023 1 113 $8M
2024 1 130 $9M

Nearby 401(k) Plans in Tennessee

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

Jake Marshall Service, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Jake Marshall Service, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009082796 · Participants: 130Jake Marshall Service, Inc. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Jake Marshall Service, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Jake Marshall Service, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jake Marshall Service, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Soluna Holdings, Inc. Savings and Retirement Plan in NY ($9M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Jake Marshall Service, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Jake Marshall Service, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.6% during 2024, from $8M to $9M. Reported net income was $1M.
How have Jake Marshall Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jake Marshall Service, Inc.'s sponsor-wide assets grew 51.4%, from $6M to $9M.
Which 401(k) plans are similar in size to Jake Marshall Service, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Soluna Holdings, Inc. Savings and Retirement Plan in NY ($9M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Jake Marshall Service, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 621212159.

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.