401(k) · DOL Form 5500 · 2023

Jana Partners Management, LP 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
22
Participants Small participant base
70th
Percentile by assets National rank
$771,582
Avg per participant High balance/head
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Official DOL plan name: Jana Partners Management, LP · Sponsored by Jana Partners Management, LP · New York · Finance & Insurance

$17M in assets, 22 participants

Jana Partners Management, LP's Jana Partners Management, LP reported $17M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,894 in Finance & Insurance (8,869 peers)

Jana Partners Management, LP multi-year trail

Jana Partners Management, LP's plans moved +32.7% in assets from 2022 to 2024; this filing shows Jana Partners Management, LP at $17M / 22 participants.

#4,894
in Finance & Insurance (8,869 peers)
+29.2%
assets growth YoY

Jana Partners Management, LP's outsized position by total assets

Jana Partners Management, LP vs every filed plan by assets

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

$16,974,802 Top 30% higher than 70% 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

Jana Partners Management, LP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jana Partners Management, LP is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jana Partners Management, LP reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jana Partners Management, LP end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 900613671 · Jana Partners Management, LP PY 2023 · 401(k)

Jana Partners Management, LP · $17M · 22 · 70th

  • IND $17M
  • EOY 22
  • 5500 70th
  • ASSETS 401(k)
  • PCT near Brundage Management Co. 401(k) Savings Plan
  • EIN ind #4894

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 Finance & Insurance retirement plans → · Plans in New York →

Jana Partners Management, LP in the asset neighbourhood

Brundage Management Co. 401(k) Savings PlanBrundage Management Co. 401(…$17MJm Test Systems, LLC 401(k) PlanJm Test Systems, LLC 401(k) …$17MJana Partners Management, LP$17MPleasant Travel Service Salary Savings PlanPleasant Travel Service Sala…$17MEndurance Lift Holdings 401(k) PlanEndurance Lift Holdings 401(…$17M
End-of-year total assets ($M) among Jana Partners Management, LP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jana Partners Management, LP multi-year asset trail

Sponsor-wide plan assets over time

All Jana Partners Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$17M 32.66938639491702% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.1M $17.4M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 22 $13M
2023 1 22 $17M
2024 1 20 $17M

Jana Partners Management, LP filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN900613671
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jana Partners Management, LP vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jana Partners Management, LP, Total assets ($B): 0.016974802 · Participants: 22Jana Partners Management, LPIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Jana Partners Management, LP vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jana Partners Management, LP side-by-side with 3 peers →

Jana Partners Management, LP's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Brundage Management Co. 401(k) Savings Plan in TX ($17M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Jana Partners Management, LP assets move in 2023? ▼
Jana Partners Management, LP grew sharply - up 29.2% during 2023, from $13M to $17M. Reported net income was $4M.
How have Jana Partners Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jana Partners Management, LP's sponsor-wide assets grew 32.7%, from $13M to $17M.
Which 401(k) plans are similar in size to Jana Partners Management, LP? ▼
Among 401(k) plans in other states, the closest by assets is Brundage Management Co. 401(k) Savings Plan in TX ($17M, 660 participants).
Which 401(k) plans cover a similar participant headcount to Jana Partners Management, LP? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 900613671.

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.