401(k) · DOL Form 5500 · 2023

Jack Henry & Associates Inc 401(k) Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
6,955
Participants Above avg headcount
99th
Percentile by assets National rank
$173,885
Avg per participant Above avg balance/head
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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.

  • #20,174 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Jack Henry & Associates, Inc 401(k) Retirement Savings Plan covers 6,955 participants in Texas, 10x the typical Texas plan (state average ~688 per filing). Assets: $1.2B.

#20,174
in Professional & Technical Services (20,321 peers)
+13.5%
assets growth YoY
12×
vs typical plan assets (national mean)

Jack Henry & Associates, Inc 401(k) Retirement Savings Plan's outsized position by total assets

Jack Henry & Associates, Inc 401(k) Retirement Savings Plan vs every filed plan by assets

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

$1,209,371,731 Top 1% higher than 99% 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

Jack Henry & Associates, Inc 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jack Henry & Associates, Inc 401(k) Retirement Savings Plan lands in the large band (6,955 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431128385 · Jack Henry & Associates Inc PY 2023 · 401(k)

Jack Henry & Associates, Inc 401(k) Retirement Savings Plan · $1.2B · 6,955 · 99th

  • EOY $1.2B
  • 5500 6,955
  • ASSETS 99th
  • PCT 401(k)
  • EIN near Investment Plan for Employees of Puget Sound Energy, Inc.
  • RANK ind #20174

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 Texas →

Jack Henry & Associates, Inc 401(k) Retirement Savings Plan in the asset neighbourhood

Jack Henry & Associates, Inc 401(k) Retirement Savings PlanJack Henry & Associates, Inc…$1.2BInvestment Plan for Employees of Puget Sound Energy, Inc.Investment Plan for Employee…$1.2BThe Savings Investment Plan for Employees of Reckitt Benckiser LLCThe Savings Investment Plan …$1.2BLexmark Savings Plan$1.2BSeattle Children's Healthcare System Employees Retirement PlanSeattle Children's Healthcar…$1.2B
End-of-year total assets ($B) among Jack Henry & Associates, Inc 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.2B
Net Income$143M
Employer EIN431128385
Plan Effective Date2002-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Jack Henry & Associates Inc)

Sponsor-wide plan assets over time

All Jack Henry & Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 27.276506066886615% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.07B $1.36B ▲ +27.1%
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 Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Jack Henry & Associates, Inc 401(k) Retirement Savings Plan, Total assets ($B): 1.209371731 · Participants: 6955Jack Henry & Associates, Inc 401(k) Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Jack Henry & Associates, Inc 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jack Henry & Associates, Inc 401(k) Retirement Savings Plan side-by-side with 3 peers →

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 $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 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's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Investment Plan for Employees of Puget Sound Energy, Inc. in WA ($1.2B); by covered participants it is Barrick Retirement Plan in NV (6,964 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,955 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 Jack Henry & Associates, Inc 401(k) Retirement Savings Plan assets move in 2023? ▼
Jack Henry & Associates, Inc 401(k) Retirement Savings Plan grew at a solid clip - up 13.5% during 2023, from $1.1B to $1.2B. Reported net income was $143M.
How have Jack Henry & Associates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jack Henry & Associates Inc's sponsor-wide assets grew 27.3%, from $1.1B to $1.4B.
Where does Jack Henry & Associates, Inc 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Jack Henry & Associates, Inc 401(k) Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Jack Henry & Associates, Inc 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Investment Plan for Employees of Puget Sound Energy, Inc. in WA ($1.2B, 3,306 participants).
Which 401(k) plans cover a similar participant headcount to Jack Henry & Associates, Inc 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Barrick Retirement Plan in NV (6,964 participants, $1.2B 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 431128385.

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.