401(k) · DOL Form 5500 · 2022

Jackson Hewitt Tax Service Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
878
Participants Near avg headcount
88th
Percentile by assets National rank
$59,235
Avg per participant Low balance/head
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Official DOL plan name: Jackson Hewitt Employee Savings Plan · Sponsored by Jackson Hewitt Tax Service Inc. · Florida · Professional & Technical Services

$52M in assets, 878 participants

Jackson Hewitt Tax Service Inc.'s Jackson Hewitt Employee Savings Plan reported $52M in total assets and 878 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,263 in Professional & Technical Services (21,562 peers)

Where Jackson Hewitt Employee Savings Plan sits by assets

Jackson Hewitt Employee Savings Plan sits in the top quartile of all filed plans by assets, $52M for 878 participants (~$59,235/participant), down 15.2% in 2022.

#19,263
in Professional & Technical Services (21,562 peers)
-15.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jackson Hewitt Employee Savings Plan's outsized position by total assets

Jackson Hewitt Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$52,008,064 Top 12% higher than 88% of 139,123 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 2022

Jackson Hewitt Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jackson Hewitt Employee Savings Plan sits mid-pack in the medium band (878 participants).

Form 5500 schedule snapshot

Filing strip 200779692 · Jackson Hewitt Tax Service Inc. PY 2022 · 401(k)

Jackson Hewitt Employee Savings Plan · $52M · 878 · 88th

  • PHOTO $52M
  • IND 878
  • EOY 88th
  • 5500 401(k)
  • ASSETS near Safe Fleet Acquisition Corp 401(k) Plan
  • PCT ind #19263

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 Professional & Technical Services retirement plans → · Plans in Florida →

Jackson Hewitt Employee Savings Plan in the asset neighbourhood

Mathiowetz Construction Company Retirement PlanMathiowetz Construction Comp…$52MJackson Hewitt Employee Savings PlanJackson Hewitt Employee Savi…$52MSafe Fleet Acquisition Corp 401(k) PlanSafe Fleet Acquisition Corp …$52MCo-Op 401(k) Plan$52MThe 401(k) Profit Sharing Plan of Ogden Murphy Wallace, PLLCThe 401(k) Profit Sharing Pl…$52M
End-of-year total assets ($M) among Jackson Hewitt Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$52M
Net Income-$9M
Employer EIN200779692
Plan Effective Date2004-06-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Hewitt Tax Service Inc.)

Sponsor-wide plan assets over time

All Jackson Hewitt Tax Service Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 26.559200511674497% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52M $65.8M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 878 $52M
2023 1 575 $61M
2024 1 454 $66M

Nearby 401(k) Plans in Florida

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

Jackson Hewitt Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Jackson Hewitt Employee Savings Plan, Total assets ($B): 0.052008064 · Participants: 878Jackson Hewitt Employee Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Jackson Hewitt Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jackson Hewitt Employee Savings Plan side-by-side with 3 peers →

Jackson Hewitt Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Safe Fleet Acquisition Corp 401(k) Plan in MO ($52M); by covered participants it is Epoch Senior Living 401(k) Plan in MA (878 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (878 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jackson Hewitt Employee Savings Plan assets move in 2022? ▼
Jackson Hewitt Employee Savings Plan declined sharply - down 15.2% during 2022, from $61M to $52M. Reported net income was -$9M.
How have Jackson Hewitt Tax Service Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Hewitt Tax Service Inc.'s sponsor-wide assets grew 26.6%, from $52M to $66M.
Where does Jackson Hewitt Employee Savings Plan rank by assets among Form 5500 filers? ▼
Jackson Hewitt Employee Savings Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jackson Hewitt Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safe Fleet Acquisition Corp 401(k) Plan in MO ($52M, 1,212 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Hewitt Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Epoch Senior Living 401(k) Plan in MA (878 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200779692.

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.