401(k) · DOL Form 5500 · 2023
Jackson National Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 3,890
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $330,771
- Avg per participant High balance/head
Official DOL plan name: Jackson National Life Insurance Company Defined Contribution Plan · Sponsored by Jackson National Life Insurance Company · Michigan · Finance & Insurance
$1.3B in assets, 3,890 participants
Jackson National Life Insurance Company's Jackson National Life Insurance Company Defined Contribution Plan reported $1.3B in total assets and 3,890 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,686 in Finance & Insurance (8,869 peers)
Coverage in Michigan
Jackson National Life Insurance Company Defined Contribution Plan covers 3,890 participants in Michigan, 6.1x the typical Michigan plan (state average ~638 per filing). Assets: $1.3B.
- #8,686
- in Finance & Insurance (8,869 peers)
- +12.0%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Jackson National Life Insurance Company Defined Contribution Plan's outsized position by total assets
Jackson National Life Insurance Company Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,286,700,126 Top 1% higher than 99% 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 National Life Insurance Company Defined Contribution 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. Jackson National Life Insurance Company Defined Contribution Plan lands in the large band (3,890 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jackson National Life Insurance Company Defined Contribution Plan reported net income rose from -$185M in the plan year 2022 filing to $138M in the plan year 2023 filing.
- Jackson National Life Insurance Company Defined Contribution Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- Jackson National Life Insurance Company Defined Contribution Plan reported participants rose from 3,492 in the plan year 2022 filing to 3,890 in the plan year 2023 filing.
DOL schedule card
Filing strip 381659835 · Jackson National Life Insurance Company PY 2023 · 401(k)
Jackson National Life Insurance Company Defined Contribution Plan · $1.3B · 3,890 · 99th
- BOOK $1.3B
- BOOK 3,890
- BOOK 99th
- BOOK 401(k)
- BOOK near Wpmg 401(k) Retirement Savings Plan
- BOOK ind #8686
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 Michigan →
Jackson National Life Insurance Company Defined Contribution Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $138M |
| Employer EIN | 381659835 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jackson National Life Insurance Company)
Sponsor-wide plan assets over time
All Jackson National Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 23.84458594400458% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,492 | $1.1B |
| 2023 | 1 | 3,890 | $1.3B |
| 2024 | 1 | 3,834 | $1.4B |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Jackson National Life Insurance Company Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Wpmg 401(k) Retirement Savings Plan in WA ($1.3B); by covered participants it is Children's Health System, Inc. 401(k) Plan in VA (3,891 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Wpmg 401(k) Retirement Savings Plan (WA) $1.3B · 1,771
- Jefferies Employees' Profit Sharing Plan (NY) $1.3B · 3,285
- Cambia Health Solutions, Inc. 401(k) Savings Plan (OR) $1.3B · 4,562
- Gibson, Dunn & Crutcher LLP Retirement Plan (CA) $1.3B · 2,434
Similar participant headcount
Nearest other-state filings by covered participants (3,890 participants); asset peers above are excluded.
- Children's Health System, Inc. 401(k) Plan (VA) 3,891 · 1 off
- South Texas Pizza Inc 401(k) Plan (TX) 3,886 · 4 off
- Otg Concessions Management, LLC 401(k) Profit Sharing Plan (NY) 3,885 · 5 off
- On the Spot Management 401(k) Plan (TX) 3,897 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.