401(k) · DOL Form 5500 · 2022

Jackson Family Partners, LLC 401(k) Plan

Data updated 2026-08-25

$328K
Total assets Small plan by assets
15
Participants Small participant base
14th
Percentile by assets National rank
$21,877
Avg per participant Low balance/head
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Official DOL plan name: Jackson Family Partners, LLC 401(k) Retirement Plan · Sponsored by Jackson Family Partners, LLC · Massachusetts · Finance & Insurance

$328K in assets, 15 participants

Jackson Family Partners, LLC's Jackson Family Partners, LLC 401(k) Retirement Plan reported $328K in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #830 in Finance & Insurance (9,261 peers)

Jackson Family Partners, LLC multi-year trail

Jackson Family Partners, LLC's plans moved +74.3% in assets from 2022 to 2024; this filing shows Jackson Family Partners, LLC 401(k) Retirement Plan at $328K / 15 participants.

#830
in Finance & Insurance (9,261 peers)
+0.8%
assets growth YoY

Jackson Family Partners, LLC 401(k) Retirement Plan among the smaller filed plans by assets

Jackson Family Partners, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$328,158 14th percentile higher than 14% 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 Family Partners, LLC 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jackson Family Partners, LLC 401(k) Retirement Plan is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 753258325 · Jackson Family Partners, LLC PY 2022 · 401(k)

Jackson Family Partners, LLC 401(k) Retirement Plan · $328K · 15 · 14th

  • PHOTO $328K
  • PHOTO 15
  • PHOTO 14th
  • PHOTO 401(k)
  • PHOTO near Atlas Senior Living II 401(k) Plan
  • PHOTO ind #830

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Jackson Family Partners, LLC 401(k) Retirement Plan in the asset neighbourhood

Jackson Family Partners, LLC 401(k) Retirement PlanJackson Family Partners, LLC…$328KAtlas Senior Living II 401(k) PlanAtlas Senior Living II 401(k…$328KNobles Enterprises, Inc. 401(k) Profit Sharing PlanNobles Enterprises, Inc. 401…$328KEmerx Inc. 401(k) Plan$328KDonato Plumbing, Inc. 401(k) Profit Sharing PlanDonato Plumbing, Inc. 401(k)…$328K
End-of-year total assets ($M) among Jackson Family Partners, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jackson Family Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Jackson Family Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$572K 74.33004833037744% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.33M $0.57M ▲ +72.7%
Year Plans Participants Total Assets
2022 1 15 $328K
2023 1 19 $439K
2024 1 20 $572K

Jackson Family Partners, LLC filing trail (2022)

Total Assets (Beginning of Year)$326K
Net Assets (End of Year)$328K
Net Income$3K
Employer EIN753258325
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Jackson Family Partners, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Jackson Family Partners, LLC 401(k) Retirement Plan, Total assets ($B): 0.000328158 · Participants: 15Jackson Family Partners, LLC 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Jackson Family Partners, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Jackson Family Partners, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Jackson Family Partners, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Atlas Senior Living II 401(k) Plan in AL ($328K); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($328K here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Family Partners, LLC 401(k) Retirement Plan assets move in 2022? ▼
Jackson Family Partners, LLC 401(k) Retirement Plan held essentially flat - up 0.8% during 2022, from $326K to $328K. Reported net income was $3K.
How have Jackson Family Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Family Partners, LLC's sponsor-wide assets grew 74.3%, from $328K to $572K.
Where does Jackson Family Partners, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Jackson Family Partners, LLC 401(k) Retirement Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jackson Family Partners, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlas Senior Living II 401(k) Plan in AL ($328K, 686 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Family Partners, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K 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 753258325.

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.