401(k) · DOL Form 5500 · 2022

Jackson Group Peterbilt, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
648
Participants Below avg headcount
75th
Percentile by assets National rank
$26,488
Avg per participant Low balance/head
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Official DOL plan name: Jackson Group Peterbilt, Inc. 401(k) Retirement Plan · Sponsored by Jackson Group Peterbilt, Inc. · Utah · Retail Trade

$17M in assets, 648 participants

Jackson Group Peterbilt, Inc.'s Jackson Group Peterbilt, Inc. 401(k) Retirement Plan reported $17M in total assets and 648 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #8,057 in Retail Trade (9,519 peers)

Where Jackson Group Peterbilt, Inc. 401(k) Retirement Plan sits by assets

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $17M for 648 participants (~$26,488/participant), up 0.2% in 2022.

#8,057
in Retail Trade (9,519 peers)
+0.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan's outsized position by total assets

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$17,163,990 Top 25% higher than 75% 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 Group Peterbilt, Inc. 401(k) 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. Jackson Group Peterbilt, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (648 participants).

EBSA filing schedule strip

Filing strip 870621494 · Jackson Group Peterbilt, Inc. PY 2022 · 401(k)

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan · $17M · 648 · 75th

  • NET $17M
  • BOOK 648
  • VS-ST 75th
  • BOY 401(k)
  • SCH near Advanced Lighting Technologies 401(k) Retirement and Savings Plan
  • EBSA ind #8057

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 Retail Trade retirement plans → · Plans in Utah →

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan in the asset neighbourhood

Hometown Pharmacy Retirement Savings PlanHometown Pharmacy Retirement…$17MLogisteed America, Inc. 401(k) PlanLogisteed America, Inc. 401(…$17MJackson Group Peterbilt, Inc. 401(k) Retirement PlanJackson Group Peterbilt, Inc…$17MAdvanced Lighting Technologies 401(k) Retirement and Savings PlanAdvanced Lighting Technologi…$17MLindsay/Southern/Firebaugh/Stay Right Precast 401(k) Ps PlanLindsay/Southern/Firebaugh/S…$17M
End-of-year total assets ($M) among Jackson Group Peterbilt, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$28K
Employer EIN870621494
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Group Peterbilt, Inc.)

Sponsor-wide plan assets over time

All Jackson Group Peterbilt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 78.40114099344034% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.2M $30.6M ▲ +78.4%
Year Plans Participants Total Assets
2022 1 648 $17M
2023 1 707 $24M
2024 1 839 $31M

Nearby 401(k) Plans in Utah

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

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jackson Group Peterbilt, Inc. 401(k) Retirement Plan, Total assets ($B): 0.01716399 · Participants: 648Jackson Group Peterbilt, Inc. 401(k) Retirement PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Jackson Group Peterbilt, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Jackson Group Peterbilt, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Advanced Lighting Technologies 401(k) Retirement and Savings Plan in OH ($17M); by covered participants it is Greenwich Aerogroup, Inc. Retirement Savings Plan in CT (648 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (648 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 Group Peterbilt, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Jackson Group Peterbilt, Inc. 401(k) Retirement Plan held essentially flat - up 0.2% during 2022, from $17M to $17M. Reported net income was $28K.
How have Jackson Group Peterbilt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Group Peterbilt, Inc.'s sponsor-wide assets grew 78.4%, from $17M to $31M.
Where does Jackson Group Peterbilt, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Jackson Group Peterbilt, Inc. 401(k) Retirement Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jackson Group Peterbilt, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Lighting Technologies 401(k) Retirement and Savings Plan in OH ($17M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Group Peterbilt, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenwich Aerogroup, Inc. Retirement Savings Plan in CT (648 participants, $42M 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 870621494.

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.