JACOBUS ENERGY RETIREMENT PLAN

Plan Contact

  • Address: 11414 W PARK PLACE,,MILWAUKEE,WI
  • Phone: (414) 359-0700

Plan General Information

JACOBUS ENERGY RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of JACOBUS ENERGY RETIREMENT PLAN is $29,268,194.00.This plan was established in 1952.

JACOBUS ENERGY RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in JACOBUS ENERGY RETIREMENT PLAN is 641

JACOBUS ENERGY RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for JACOBUS ENERGY RETIREMENT PLAN is $45,660.00

JACOBUS ENERGY RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for JACOBUS ENERGY RETIREMENT PLAN is $3,181.00.

JACOBUS ENERGY RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in JACOBUS ENERGY RETIREMENT PLAN is approximately $892.00
Investing in this additonal $892.00 for 20 years would give you extra $57,100.00, assuming a 10% annual return.

JACOBUS ENERGY RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, JACOBUS ENERGY RETIREMENT PLAN allocates $571,893.00 to match its employees' contributions, providing an employer match rate of 29.66% of their contributions

JACOBUS ENERGY RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of JACOBUS ENERGY RETIREMENT PLAN is 14.48%.

JACOBUS ENERGY RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for JACOBUS ENERGY RETIREMENT PLAN is 16.46%. This measures the effectiveness of the plan participants' investments in the year.

JACOBUS ENERGY RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of JACOBUS ENERGY RETIREMENT PLAN is 0.38%.

Enrollment Features

JACOBUS ENERGY RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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