Defined Benefit (Pension) · DOL Form 5500 · 2022

Jack in the Box Inc. Pension Plan

Data updated 2026-08-25

$312M
Total assets Above avg plan size
818
Participants Near avg headcount
97th
Percentile by assets National rank
$381,111
Avg per participant High balance/head
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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.

  • #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.

#4,560
in Food Services & Accommodation (4,592 peers)
-25.1%
assets change YoY
3.1×
vs typical plan assets (national mean)

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.

Jack in the Box Inc. Retirement Plan's outsized position 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

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

Jack in the Box Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jack in the Box Inc. Retirement Plan sits mid-pack in the medium band (818 participants).

Plan-year Form 5500 strip

Filing strip 952698708 · Jack in the Box Inc. PY 2022 · Defined Benefit (Pension)

Jack in the Box Inc. Retirement Plan · $312M · 818 · 97th

  • 5500 $312M
  • ASSETS 818
  • PCT 97th
  • EIN Defined Benefit (Pension)
  • RANK near The Neiman Marcus Group LLC Retirement Plan
  • PHOTO ind #4560

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 Food Services & Accommodation retirement plans → · Plans in California →

Jack in the Box Inc. Retirement Plan in the asset neighbourhood

Quad/Graphics Printing Pension PlanQuad/Graphics Printing Pensi…$313MJack in the Box Inc. Retirement PlanJack in the Box Inc. Retirem…$312MThe Neiman Marcus Group LLC Retirement PlanThe Neiman Marcus Group LLC …$311MBechtel Plant Machinery, Inc. Pension PlanBechtel Plant Machinery, Inc…$311MInternational Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension FundInternational Association of…$311M
End-of-year total assets ($M) among Jack in the Box Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$416M
Net Assets (End of Year)$312M
Net Income-$104M
Employer EIN952698708
Plan Effective Date1985-10-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Jack in the Box Inc.)

Sponsor-wide plan assets over time

All Jack in the Box Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$424M 3.2190827793151064% vs 2022
2024 filing year
$405M$410M$415M$420M$425M$430M 202220232024 $411M $424M ▲ +3.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Jack in the Box Inc. Retirement Plan, Total assets ($B): 0.311748906 · Participants: 818Jack in the Box Inc. Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Jack in the Box Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Jack in the Box Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Neiman Marcus Group LLC Retirement Plan in TX ($311M); by covered participants it is Cefcu Retirement Income Plan and Trust in IL (817 participants). Same-state nearby plans are listed separately above.

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 Jack in the Box Inc. Retirement Plan assets move in 2022? ▼
Jack in the Box Inc. Retirement Plan declined sharply - down 25.1% during 2022, from $416M to $312M. Reported net income was -$104M.
How have Jack in the Box Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jack in the Box Inc.'s sponsor-wide assets grew 3.2%, from $411M to $424M.
Where does Jack in the Box Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jack in the Box Inc. Retirement Plan ranks in the 97th 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 Defined Benefit (Pension) plans are similar in size to Jack in the Box Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Neiman Marcus Group LLC Retirement Plan in TX ($311M, 1,078 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jack in the Box Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cefcu Retirement Income Plan and Trust in IL (817 participants, $195M in assets).