Defined Benefit (Pension) · DOL Form 5500 · 2023

Jackson Walker LLP Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
121
Participants Small participant base
61st
Percentile by assets National rank
$92,390
Avg per participant Below avg balance/head
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Official DOL plan name: Jackson Walker L.L.P. Partners Cash Balance Plan IV · Sponsored by Jackson Walker LLP · Texas · Professional & Technical Services

$11M in assets, 121 participants

Jackson Walker LLP's Jackson Walker L.L.P. Partners Cash Balance Plan IV reported $11M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,176 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Jackson Walker L.L.P. Partners Cash Balance Plan IV covers 121 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#12,176
in Professional & Technical Services (20,321 peers)
+83.1%
assets growth YoY

Jackson Walker L.L.P. Partners Cash Balance Plan IV's mid-pack asset rank among Professional & Technical Services and all filers

Jackson Walker L.L.P. Partners Cash Balance Plan IV vs every filed plan by assets

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

$11,179,183 Top 39% higher than 61% 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 Walker L.L.P. Partners Cash Balance Plan IV 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 Walker L.L.P. Partners Cash Balance Plan IV sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jackson Walker L.L.P. Partners Cash Balance Plan IV end-of-year assets rose from $6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Jackson Walker L.L.P. Partners Cash Balance Plan IV reported net income fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Jackson Walker L.L.P. Partners Cash Balance Plan IV reported participants rose from N/A in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 750764921 · Jackson Walker LLP PY 2023 · Defined Benefit (Pension)

Jackson Walker L.L.P. Partners Cash Balance Plan IV · $11M · 121 · 61st

  • PHOTO $11M
  • IND 121
  • EOY 61st
  • 5500 Defined Benefit (Pension)
  • ASSETS near Thales Pension Plan for Certain U.S. Employees
  • PCT ind #12176

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 →

Jackson Walker L.L.P. Partners Cash Balance Plan IV in the asset neighbourhood

Employee Benefits Plan of Ohel Children's Home and Family Services, Inc.Employee Benefits Plan of Oh…$11MJackson Walker L.L.P. Partners Cash Balance Plan IVJackson Walker L.L.P. Partne…$11MThales Pension Plan for Certain U.S. EmployeesThales Pension Plan for Cert…$11MCastleberry's Food Company Retirement PlanCastleberry's Food Company R…$11MSan Antonio Winery, Inc. Defined Benefit Pension PlanSan Antonio Winery, Inc. Def…$11M
End-of-year total assets ($M) among Jackson Walker L.L.P. Partners Cash Balance Plan IV and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$11M
Net Income$5M
Employer EIN750764921
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Walker LLP)

Sponsor-wide plan assets over time

All Jackson Walker LLP plans reported in each filing year

Latest sponsor-wide plan assets
$547M 45.60866456713771% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $376M $547M ▲ +45.6%
Year Plans Participants Total Assets
2022 6 1,078 $376M
2023 4 1,192 $467M
2024 4 1,263 $547M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jackson Walker L.L.P. Partners Cash Balance Plan IV vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Jackson Walker L.L.P. Partners Cash Balance Plan IV, Total assets ($B): 0.011179183 · Participants: 121Jackson Walker L.L.P. Partners Cash Balance Plan IVAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Jackson Walker L.L.P. Partners Cash Balance Plan IV vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Jackson Walker L.L.P. Partners Cash Balance Plan IV's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Thales Pension Plan for Certain U.S. Employees in VA ($11M); by covered participants it is I.a.T.S.E. Staff Retirement Fund in NY (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Walker L.L.P. Partners Cash Balance Plan IV assets move in 2023?
Jackson Walker L.L.P. Partners Cash Balance Plan IV surged - up 83.1% during 2023, from $6M to $11M. Reported net income was $5M.
How have Jackson Walker LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Jackson Walker LLP's sponsor-wide assets grew 45.6%, from $376M to $547M.
Which Defined Benefit (Pension) plans are similar in size to Jackson Walker L.L.P. Partners Cash Balance Plan IV?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Thales Pension Plan for Certain U.S. Employees in VA ($11M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jackson Walker L.L.P. Partners Cash Balance Plan IV?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is I.a.T.S.E. Staff Retirement Fund in NY (121 participants, $65M in assets).