Other · DOL Form 5500 · 2023

The Jackson Laboratory Retirement Plan

Data updated 2026-08-25

$526M
Total assets Above avg plan size
2,592
Participants Above avg headcount
97th
Percentile by assets National rank
$202,746
Avg per participant Above avg balance/head
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Official DOL plan name: Jax 403(b) Retirement Plan · Sponsored by The Jackson Laboratory · Maine · Professional & Technical Services

$526M in assets, 2,592 participants

The Jackson Laboratory's Jax 403(b) Retirement Plan reported $526M in total assets and 2,592 participants in its 2023 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.

  • #19,973 in Professional & Technical Services (20,321 peers)

Coverage in Maine

Jax 403(b) Retirement Plan covers 2,592 participants in Maine, 5.5x the typical Maine plan (state average ~472 per filing). Assets: $526M.

#19,973
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY
5.3×
vs typical plan assets (national mean)

Jax 403(b) Retirement Plan's outsized position by total assets

Jax 403(b) Retirement Plan vs every filed plan by assets

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

$525,518,776 Top 3% higher than 97% 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

Jax 403(b) Retirement 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. Jax 403(b) Retirement Plan lands in the large band (2,592 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jax 403(b) Retirement Plan reported net income rose from -$58M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Jax 403(b) Retirement Plan end-of-year assets rose from $438M in the plan year 2022 filing to $526M in the plan year 2023 filing.
  • Jax 403(b) Retirement Plan reported participants rose from 2,458 in the plan year 2022 filing to 2,592 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 010211513 · The Jackson Laboratory PY 2023 · Other

Jax 403(b) Retirement Plan · $526M · 2,592 · 97th

  • IND $526M
  • EOY 2,592
  • 5500 97th
  • ASSETS Other
  • PCT near Nrel 403(b) Employee Savings Plan
  • EIN ind #19973

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 Maine →

Jax 403(b) Retirement Plan in the asset neighbourhood

Jax 403(b) Retirement Plan$526MNrel 403(b) Employee Savings PlanNrel 403(b) Employee Savings…$525MPomona Valley Hospital Medical Center Retirement Savings PlanPomona Valley Hospital Medic…$525MBillings Clinic 403b Plan$522MColgate University Defined Contribution RetirementColgate University Defined C…$522M
End-of-year total assets ($M) among Jax 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$438M
Net Assets (End of Year)$526M
Net Income$88M
Employer EIN010211513
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Jackson Laboratory)

Sponsor-wide plan assets over time

All The Jackson Laboratory plans reported in each filing year

Latest sponsor-wide plan assets
$603M 37.63065250074199% vs 2022
2024 filing year
$400M$450M$500M$550M$600M$650M 202220232024 $438M $603M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 2,458 $438M
2023 1 2,592 $526M
2024 1 2,735 $603M

Nearby Other Plans in Maine

Peer Other plans, same state, same plan type, ranked by total assets.

Jax 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.522.5 Total assets ($B) Participants Jax 403(b) Retirement Plan, Total assets ($B): 0.525518776 · Participants: 2592Jax 403(b) Retirement PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 2.133663491 · Participants: 22008Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 1.066585695 · Participants: 12015Northern Light Health Retirement Partnership 403(b) PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.371658055 · Participants: 4570Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.277945567 · Participants: 916Colby College Retirement PlanUniversity of New England Defined Contribution Plan, Total assets ($B): 0.226866202 · Participants: 1077University of New England Defined Contribution Plan
Jax 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Jax 403(b) Retirement Plan side-by-side with 3 peers →

Jax 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Nrel 403(b) Employee Savings Plan in CO ($525M); by covered participants it is Norc, Inc. Supplemental Retirement Plan in IL (2,589 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($526M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,592 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 Jax 403(b) Retirement Plan assets move in 2023? ▼
Jax 403(b) Retirement Plan grew sharply - up 20.0% during 2023, from $438M to $526M. Reported net income was $88M.
How have The Jackson Laboratory plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Jackson Laboratory's sponsor-wide assets grew 37.6%, from $438M to $603M.
Where does Jax 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Jax 403(b) Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Jax 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Nrel 403(b) Employee Savings Plan in CO ($525M, 2,877 participants).
Which Other plans cover a similar participant headcount to Jax 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Norc, Inc. Supplemental Retirement Plan in IL (2,589 participants, $148M 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 010211513.

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.