401(k) · DOL Form 5500 · 2023
Jack Henry & Associates Inc 401(k) Plan
Data updated 2026-08-06
- $1.2B
- Total assets
- 6,955
- Participants
- 99th
- Percentile by assets
- $173,885
- Avg per participant
Official DOL plan name: Jack Henry & Associates, Inc 401(k) Retirement Savings Plan · Sponsored by Jack Henry & Associates Inc · Texas · Professional & Technical Services
$1.2B in assets, 6,955 participants
Jack Henry & Associates Inc's Jack Henry & Associates, Inc 401(k) Retirement Savings Plan reported $1.2B in total assets and 6,955 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 126,618 plans)
- #20,124 in Professional & Technical Services (20,271 peers)
Coverage in Texas
Jack Henry & Associates, Inc 401(k) Retirement Savings Plan covers 6,955 participants in Texas, 9.9x the typical Texas plan (state average ~704 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2023 EOY)
- 6,955
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $173,885
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jack Henry & Associates, Inc 401(k) Retirement Savings Plan reported net income rose from -$162M in the plan year 2022 filing to $143M in the plan year 2023 filing.
- Jack Henry & Associates, Inc 401(k) Retirement Savings Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Jack Henry & Associates, Inc 401(k) Retirement Savings Plan reported participants rose from 6,675 in the plan year 2022 filing to 6,955 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. Jack Henry & Associates, Inc 401(k) Retirement Savings Plan reports 6,955 participants - 9.9x that state average ($1.2B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $143M |
| Employer EIN | 431128385 |
| Plan Effective Date | 2002-06-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jack Henry & Associates Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,675 | $1.1B |
| 2023 | 1 | 6,955 | $1.2B |
| 2024 | 1 | 6,719 | $1.4B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Jack Henry & Associates, Inc 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Jack Henry & Associates, Inc 401(k) Retirement Savings Plan
Jack Henry & Associates, Inc 401(k) Retirement Savings Plan reports $1.2B in end-of-year assets across 6,955 participants (0.010% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.008% of 89,805,449 covered participants) - about $173,885 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $143M.
This plan identity (EIN 431128385, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.4B (+27.3%) while covered participants moved from 6,675 to 6,719 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,675 | $1.1B | Open filing |
| 2023 | 6,955 | $1.2B | This page |
| 2024 · index core | 6,719 | $1.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Jack Henry & Associates, Inc 401(k) Retirement Savings Plan (401(k), $1.4B, 6,719 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Jack Henry & Associates, Inc 401(k) Retirement Savings Plan by total assets, not by location.
- Investment Plan for Employees of Puget Sound Energy, Inc. (WA) $1.2B · 3,306
- The Savings Investment Plan for Employees of Reckitt Benckiser LLC (NJ) $1.2B · 4,933
- Lexmark Savings Plan (KY) $1.2B · 1,968
- Seattle Children's Healthcare System Employees Retirement Plan (WA) $1.2B · 9,491
Frequently Asked Questions
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Filing takeaways
Ways to act on Jack Henry & Associates, Inc 401(k) Retirement Savings Plan's numbers.
- By total assets, Jack Henry & Associates, Inc 401(k) Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Jack Henry & Associates Inc's sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans