JAX 403(B) RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
THE JACKSON LABORATORY
This Profit Sharing plan holds $526M in total assets and serves 2,592 participants as of 2023. It is sponsored by THE JACKSON LABORATORY in Maine. The plan reported positive net income of $88M for the year.
What the Filing Says About JAX 403(B) RETIREMENT PLAN
JAX 403(B) RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by THE JACKSON LABORATORY, headquartered in Maine. As of the 2023 Form 5500 filing, the plan reports $526M in total end-of-year assets and covers 2,592 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 010211513, and the plan has been effective since 1965-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $438M at the beginning of 2023 to $526M at year-end — a gain of 20.0%. Net assets (after liabilities) closed the year at $526M, with reported net income of $88M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $438M |
| Total Assets (End of Year) | $526M |
| Net Assets (End of Year) | $526M |
| Net Income | $88M |
| Plan Type | Profit Sharing |
| Employer EIN | 010211513 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (THE JACKSON LABORATORY)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,458 | $438M |
| 2023 | 1 | 2,592 | $526M |
| 2024 | 1 | 2,735 | $603M |
Nearby Profit Sharing Plans in Maine
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- UNUM GROUP 401K RETIREMENT PLAN $2.2B · 9,604
- MAINEHEALTH 403(B) RETIREMENT PLAN $2.1B · 22,008
- NORTHERN LIGHT HEALTH RETIREMENT PARTNERSHIP 403(B) PLAN $1.1B · 12,015
- MAINEGENERAL HEALTH 403(B) RETIREMENT PLAN $372M · 4,570
- COLBY COLLEGE RETIREMENT PLAN $278M · 916
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the JAX 403(B) RETIREMENT PLAN? ▼
What type of plan is JAX 403(B) RETIREMENT PLAN? ▼
Who sponsors the JAX 403(B) RETIREMENT PLAN? ▼
How did JAX 403(B) RETIREMENT PLAN perform in 2023? ▼
Where can I find official filings for JAX 403(B) RETIREMENT PLAN? ▼
How does JAX 403(B) RETIREMENT PLAN compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.