Other · DOL Form 5500 · 2022

The Jackson Laboratory Retirement Plan

Data updated 2026-08-25

$438M
Total assets Above avg plan size
2,458
Participants Above avg headcount
98th
Percentile by assets National rank
$178,187
Avg per participant Above avg balance/head
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Official DOL plan name: Jax 403(b) Retirement Plan · Sponsored by The Jackson Laboratory · Maine · Professional & Technical Services

$438M in assets, 2,458 participants

The Jackson Laboratory's Jax 403(b) Retirement Plan reported $438M in total assets and 2,458 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #21,216 in Professional & Technical Services (21,562 peers)

Coverage in Maine

Jax 403(b) Retirement Plan covers 2,458 participants in Maine, 5.2x the typical Maine plan (state average ~472 per filing). Assets: $438M.

#21,216
in Professional & Technical Services (21,562 peers)
-11.7%
assets change YoY
4.4×
vs typical plan assets (national mean)

The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jax 403(b) Retirement Plan's outsized position by total assets

Jax 403(b) Retirement Plan vs every filed plan by assets

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

$437,984,728 Top 2% higher than 98% 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

Jax 403(b) Retirement 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. Jax 403(b) Retirement Plan lands in the large band (2,458 participants).

DOL schedule card

Filing strip 010211513 · The Jackson Laboratory PY 2022 · Other

Jax 403(b) Retirement Plan · $438M · 2,458 · 98th

  • EBSA $438M
  • PART 2,458
  • TYPE 98th
  • NET Other
  • BOOK near Community Hospitals of Central California Tax Sheltered Annuity Plan
  • VS-ST ind #21216

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 Maine →

Jax 403(b) Retirement Plan in the asset neighbourhood

Billings Clinic 403b Plan$444MCommunity Hospitals of Central California Tax Sheltered Annuity PlanCommunity Hospitals of Centr…$439MJax 403(b) Retirement Plan$438MNicklaus Children's Health System Retirement PlanNicklaus Children's Health S…$435MOverlake Hospital Medical Center 403(b)Retirement PlanOverlake Hospital Medical Ce…$435M
End-of-year total assets ($M) among Jax 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maine filing particulars

Total Assets (Beginning of Year)$496M
Net Assets (End of Year)$438M
Net Income-$58M
Employer EIN010211513
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Jackson Laboratory)

Sponsor-wide plan assets over time

All The Jackson Laboratory plans reported in each filing year

Latest sponsor-wide plan assets
$603M 37.63065250074199% vs 2022
2024 filing year
$400M$450M$500M$550M$600M$650M 202220232024 $438M $603M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 2,458 $438M
2023 1 2,592 $526M
2024 1 2,735 $603M

Nearby Other Plans in Maine

Peer Other plans, same state, same plan type, ranked by total assets.

Jax 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Jax 403(b) Retirement Plan, Total assets ($B): 0.437984728 · Participants: 2458Jax 403(b) Retirement PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 1.77927406 · Participants: 21547Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 0.937634941 · Participants: 11671Northern Light Health Retirement Partnership 403(b) PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.32539549 · Participants: 4592Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.248274179 · Participants: 894Colby College Retirement PlanUniversity of New England Defined Contribution Plan, Total assets ($B): 0.19745556 · Participants: 1071University of New England Defined Contribution Plan
Jax 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants

Jax 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Community Hospitals of Central California Tax Sheltered Annuity Plan in CA ($439M); by covered participants it is Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan in IN (2,457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,458 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 Jax 403(b) Retirement Plan assets move in 2022? ▼
Jax 403(b) Retirement Plan pulled back noticeably - down 11.7% during 2022, from $496M to $438M. Reported net income was -$58M.
How have The Jackson Laboratory plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Jackson Laboratory's sponsor-wide assets grew 37.6%, from $438M to $603M.
Where does Jax 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Jax 403(b) Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Jax 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Community Hospitals of Central California Tax Sheltered Annuity Plan in CA ($439M, 8,998 participants).
Which Other plans cover a similar participant headcount to Jax 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan in IN (2,457 participants, $83M in assets).