401(k) · DOL Form 5500 · 2023

Jackson Hewitt Tax Service Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
575
Participants Below avg headcount
87th
Percentile by assets National rank
$105,913
Avg per participant Below avg balance/head
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Official DOL plan name: Jackson Hewitt Employee Savings Plan · Sponsored by Jackson Hewitt Tax Service Inc. · Florida · Professional & Technical Services

$61M in assets, 575 participants

Jackson Hewitt Tax Service Inc.'s Jackson Hewitt Employee Savings Plan reported $61M in total assets and 575 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,007 in Professional & Technical Services (20,321 peers)

Where Jackson Hewitt Employee Savings Plan sits by assets

Jackson Hewitt Employee Savings Plan sits in the top quartile of all filed plans by assets, $61M for 575 participants (~$105,913/participant), up 17.1% in 2023.

#18,007
in Professional & Technical Services (20,321 peers)
+17.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Jackson Hewitt Employee Savings Plan's outsized position by total assets

Jackson Hewitt Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$60,900,110 Top 13% higher than 87% of 127,068 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 2023

Jackson Hewitt Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jackson Hewitt Employee Savings Plan sits mid-pack in the medium band (575 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jackson Hewitt Employee Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Jackson Hewitt Employee Savings Plan reported participants fell from 878 in the plan year 2022 filing to 575 in the plan year 2023 filing.
  • Jackson Hewitt Employee Savings Plan end-of-year assets rose from $52M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200779692 · Jackson Hewitt Tax Service Inc. PY 2023 · 401(k)

Jackson Hewitt Employee Savings Plan · $61M · 575 · 87th

  • ASSETS $61M
  • ASSETS 575
  • ASSETS 87th
  • ASSETS 401(k)
  • ASSETS near Purity Cylinder Gases, Inc. Profit Sharing and 401(k) Plan
  • ASSETS ind #18007

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 Florida →

Jackson Hewitt Employee Savings Plan in the asset neighbourhood

Purity Cylinder Gases, Inc. Profit Sharing and 401(k) PlanPurity Cylinder Gases, Inc. …$61MTgc 401(k) Plan$61MSpellman 401(k) Savings Plan$61MJackson Hewitt Employee Savings PlanJackson Hewitt Employee Savi…$61MEastern Lift Truck Co., Inc. 401(k) Retirement PlanEastern Lift Truck Co., Inc.…$61M
End-of-year total assets ($M) among Jackson Hewitt Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$61M
Net Income$9M
Employer EIN200779692
Plan Effective Date2004-06-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Hewitt Tax Service Inc.)

Sponsor-wide plan assets over time

All Jackson Hewitt Tax Service Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 26.559200511674497% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52M $65.8M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 878 $52M
2023 1 575 $61M
2024 1 454 $66M

Nearby 401(k) Plans in Florida

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

Jackson Hewitt Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Jackson Hewitt Employee Savings Plan, Total assets ($B): 0.06090011 · Participants: 575Jackson Hewitt Employee Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Jackson Hewitt Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jackson Hewitt Employee Savings Plan side-by-side with 3 peers →

Jackson Hewitt Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Purity Cylinder Gases, Inc. Profit Sharing and 401(k) Plan in MI ($61M); by covered participants it is Air Canada U.S. Tax Incentive Savings Plan in (575 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (575 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jackson Hewitt Employee Savings Plan assets move in 2023? ▼
Jackson Hewitt Employee Savings Plan grew sharply - up 17.1% during 2023, from $52M to $61M. Reported net income was $9M.
How have Jackson Hewitt Tax Service Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Hewitt Tax Service Inc.'s sponsor-wide assets grew 26.6%, from $52M to $66M.
Where does Jackson Hewitt Employee Savings Plan rank by assets among Form 5500 filers? ▼
Jackson Hewitt Employee Savings Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jackson Hewitt Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Purity Cylinder Gases, Inc. Profit Sharing and 401(k) Plan in MI ($61M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Hewitt Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Canada U.S. Tax Incentive Savings Plan in (575 participants, $47M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200779692.

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.