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
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
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.
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
Texas filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $5M |
| Employer EIN | 750764921 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING 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
| 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.
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- I.a.T.S.E. Staff Retirement Fund (NY) 121 · 0 off
- The California Endowment Cash Balance Plan (CA) 121 · 0 off
- Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan (IN) 121 · 0 off
- Ametek, Inc. Monthly Formula Pension Plan (PA) 121 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.