Defined Benefit (Pension) · DOL Form 5500 · 2023
Jack in the Box Inc. Pension Plan
Data updated 2026-08-25
- $297M
- Total assets Near avg plan size
- 724
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $410,554
- Avg per participant High balance/head
Official DOL plan name: Jack in the Box Inc. Retirement Plan · Sponsored by Jack in the Box Inc. · California · Food Services & Accommodation
$297M in assets, 724 participants
Jack in the Box Inc.'s Jack in the Box Inc. Retirement Plan reported $297M in total assets and 724 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,793 in Food Services & Accommodation (3,828 peers)
Where Jack in the Box Inc. Retirement Plan sits by assets
Jack in the Box Inc. Retirement Plan sits in the top 5% of all filed plans by assets, $297M for 724 participants (~$410,554/participant), down 4.7% in 2023.
- #3,793
- in Food Services & Accommodation (3,828 peers)
- -4.7%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jack in the Box Inc. Retirement Plan's outsized position by total assets
Jack in the Box Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$297,241,118 Top 4% higher than 96% 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
Jack in the Box Inc. Retirement Plan 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. Jack in the Box Inc. Retirement Plan sits mid-pack in the medium band (724 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jack in the Box Inc. Retirement Plan reported net income rose from -$104M in the plan year 2022 filing to -$14M in the plan year 2023 filing.
- Jack in the Box Inc. Retirement Plan reported participants fell from 818 in the plan year 2022 filing to 724 in the plan year 2023 filing.
- Jack in the Box Inc. Retirement Plan end-of-year assets fell from $312M in the plan year 2022 filing to $297M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 952698708 · Jack in the Box Inc. PY 2023 · Defined Benefit (Pension)
Jack in the Box Inc. Retirement Plan · $297M · 724 · 96th
- BOY $297M
- SCH 724
- EBSA 96th
- PART Defined Benefit (Pension)
- TYPE near Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
- NET ind #3793
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 Food Services & Accommodation retirement plans → · Plans in California →
Jack in the Box Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $312M |
|---|---|
| Net Assets (End of Year) | $297M |
| Net Income | -$14M |
| Employer EIN | 952698708 |
| Plan Effective Date | 1985-10-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jack in the Box Inc.)
Sponsor-wide plan assets over time
All Jack in the Box Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $424M 3.2190827793151064% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,786 | $411M |
| 2023 | 2 | 4,073 | $414M |
| 2024 | 2 | 4,931 | $424M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Jack in the Box Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. in IA ($297M); by covered participants it is International Assoc of Heat and Frost Insulators Local 17 Pension Fund in IL (723 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($297M here).
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. (IA) $297M · 1,474
- Allegheny Technologies Incorporated Pension Plan (PA) $297M · 1,416
- Employers & Operating Engineers Local 520 Pension Fund (IL) $298M · 818
- Retirement Plan for Employees of Mutual of America Life Insurance Co (NY) $297M · 873
Similar participant headcount
Nearest other-state filings by covered participants (724 participants); asset peers above are excluded.
- International Assoc of Heat and Frost Insulators Local 17 Pension Fund (IL) 723 · 1 off
- Momentive Performance Materials Inc. Pension Plan (NY) 725 · 1 off
- United Pension Plan (IA) 723 · 1 off
- American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit (WI) 725 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.