401(k) · DOL Form 5500 · 2022
Jackson Family Enterprises Inc. 401(k) Plan
Data updated 2026-08-11
- $163M
- Total assets
- 1,837
- Participants
- 95th
- Percentile by assets
- $88,589
- Avg per participant
Official DOL plan name: Jackson Family Enterprises 401(k) Plan · Sponsored by Jackson Family Enterprises Inc. · California · Manufacturing
$163M in assets, 1,837 participants
Jackson Family Enterprises Inc.'s Jackson Family Enterprises 401(k) Plan reported $163M in total assets and 1,837 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #18,962 in Manufacturing (20,602 peers)
Coverage in California
Jackson Family Enterprises 401(k) Plan covers 1,837 participants in California, 2.9x the typical California plan (state average ~630 per filing). Assets: $163M.
- $163M
- total plan assets (2022 EOY)
- 1,837
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $88,589
- avg assets per participant
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Jackson Family Enterprises 401(k) Plan reports 1,837 participants - 2.9x that state average ($163M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $185M |
|---|---|
| Net Assets (End of Year) | $163M |
| Net Income | -$22M |
| Employer EIN | 205780901 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jackson Family Enterprises Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,837 | $163M |
| 2023 | 1 | 1,897 | $201M |
| 2024 | 1 | 2,024 | $229M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Jackson Family Enterprises 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Jackson Family Enterprises 401(k) Plan by total assets, not by location.
- Savannah College of Art and Design Retirement Plan (GA) $163M · 1,879
- The Haskell Company Tax Deferred Savings Plan (401(k)) (FL) $163M · 1,479
- Porsche Employee Savings Plan and Trust (GA) $163M · 814
- Hutchinson Corporation 401(k) Plan & Trust (MI) $163M · 1,850
Frequently Asked Questions
How did Jackson Family Enterprises 401(k) Plan assets move in 2022? ▼
How have Jackson Family Enterprises Inc. plan assets changed over time? ▼
Where does Jackson Family Enterprises 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Jackson Family Enterprises 401(k) Plan? ▼
Next read for Jackson Family Enterprises 401(k) Plan
Filing takeaways
Ways to act on Jackson Family Enterprises 401(k) Plan's numbers.
- By total assets, Jackson Family Enterprises 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Jackson Family Enterprises Inc.'s sponsor-wide assets have grown 40.7% since 2022 across 3 plan years on file. More Manufacturing plans