Defined Benefit (Pension) · DOL Form 5500 · 2022
Jack in the Box Inc. Pension Plan
Data updated 2026-08-11
- $312M
- Total assets
- 818
- Participants
- 97th
- Percentile by assets
- $381,111
- Avg per participant
Official DOL plan name: Jack in the Box Inc. Retirement Plan · Sponsored by Jack in the Box Inc. · California · Food Services & Accommodation
$312M in assets, 818 participants
Jack in the Box Inc.'s Jack in the Box Inc. Retirement Plan reported $312M in total assets and 818 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #4,560 in Food Services & Accommodation (4,592 peers)
Where Jack in the Box Inc. Retirement Plan sits by assets
Jack in the Box Inc. Retirement Plan sits in the top 5% of all filed plans by assets, $312M for 818 participants (~$381,111/participant), down 25.1% in 2022.
- $312M
- total plan assets (2022 EOY)
- 818
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $381,111
- avg assets per participant
The plan reported a net loss of $104M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Jack in the Box Inc. Retirement Plan sits by total assets
Jack in the Box Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$311,748,906 Top 3% higher than 97% 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
Jack in the Box Inc. Retirement Plan vs the 2022 asset distribution
By assets, Jack in the Box Inc. Retirement Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $416M |
|---|---|
| Net Assets (End of Year) | $312M |
| Net Income | -$104M |
| Employer EIN | 952698708 |
| Plan Effective Date | 1985-10-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jack in the Box Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,786 | $411M |
| 2023 | 2 | 4,073 | $414M |
| 2024 | 2 | 4,931 | $424M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Jack in the Box Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Jack in the Box Inc. Retirement Plan by total assets, not by location.
- The Neiman Marcus Group LLC Retirement Plan (TX) $311M · 1,078
- Bechtel Plant Machinery, Inc. Pension Plan (PA) $311M · 490
- International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund (MO) $311M · 1,249
- Quad/Graphics Printing Pension Plan (CT) $313M · 536
Frequently Asked Questions
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Next read for Jack in the Box Inc. Retirement Plan
Scale reading
Ways to act on Jack in the Box Inc. Retirement Plan's numbers.
- By total assets, Jack in the Box Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Jack in the Box Inc.'s sponsor-wide assets have grown 3.2% since 2022 across 3 plan years on file. More Food Services & Accommodation plans