401(k) · DOL Form 5500 · 2022
Jackson Family Enterprises Inc. 401(k) Plan
Data updated 2026-08-25
- $163M
- Total assets Near avg plan size
- 1,837
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $88,589
- Avg per participant Below avg balance/head
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.
- #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.
- #18,962
- in Manufacturing (20,602 peers)
- -12.1%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
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.
Jackson Family Enterprises 401(k) Plan's outsized position by total assets
Jackson Family Enterprises 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$162,738,254 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jackson Family Enterprises 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jackson Family Enterprises 401(k) Plan lands in the large band (1,837 participants).
EBSA filing schedule strip
Filing strip 205780901 · Jackson Family Enterprises Inc. PY 2022 · 401(k)
Jackson Family Enterprises 401(k) Plan · $163M · 1,837 · 95th
- VS-ST $163M
- BOY 1,837
- SCH 95th
- EBSA 401(k)
- PART near Savannah College of Art and Design Retirement Plan
- TYPE ind #18962
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 Manufacturing retirement plans → · Plans in California →
Jackson Family Enterprises 401(k) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Jackson Family Enterprises Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $229M 40.669531823783736% vs 2022
- 2024 filing year
| 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.
- 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
Jackson Family Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Savannah College of Art and Design Retirement Plan in GA ($163M); by covered participants it is Wellpower 401(k) Savings and Retirement Plan in GA (1,837 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($163M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,837 participants); asset peers above are excluded.
- Wellpower 401(k) Savings and Retirement Plan (GA) 1,837 · 0 off
- Nes Global, LLC 401(k) Profit Sharing Plan and Trust (TX) 1,838 · 1 off
- High Company LLC Retirement Savings Plan (PA) 1,836 · 1 off
- Hovnanian Savings and Investment Retirement Plan (NJ) 1,836 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.