How big is Jacobs Insurance Agency, Inc.'s plan?

Jacobs Insurance Agency, Inc.'s plan reported $1.8M in assets and 10 participants for 2024.

Original filing (PDF)20250722094546NAL0001108035001

Jacobs Insurance Agency, Inc.

Name: Jacobs Insurance Agency, Inc. — Jacobs Insurance, Form 5500 (2024)
Creator: Jacobs Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobs Insurance Agency, Inc. 401(k) Plan

401(k) retirement plan · Jacobs Insurance Agency, Inc.'s Jacobs Insurance Agency, Inc. 401(k) Plan held $1.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Jacobs Insurance Agency, Inc.'s EIN is 38-2149262.

EIN 38-2149262

Plan number 001

Plan year 2024

ACK ID 20250722094546NAL0001108035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobs Insurance Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobs Insurance Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBS INSURANCE AGENCY, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score