401(k) · DOL Form 5500 · 2023

Jacksons Food Stores, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
4,224
Participants Above avg headcount
83rd
Percentile by assets National rank
$9,409
Avg per participant Low balance/head
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Official DOL plan name: The Jackson Companies 401(k) Profit Sharing Plan · Sponsored by Jacksons Food Stores, Inc. · Idaho · Retail Trade

$40M in assets, 4,224 participants

Jacksons Food Stores, Inc.'s The Jackson Companies 401(k) Profit Sharing Plan reported $40M in total assets and 4,224 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,602 in Retail Trade (8,414 peers)

Coverage in Idaho

The Jackson Companies 401(k) Profit Sharing Plan covers 4,224 participants in Idaho, 12x the typical Idaho plan (state average ~347 per filing). Assets: $40M.

#7,602
in Retail Trade (8,414 peers)
+30.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Jackson Companies 401(k) Profit Sharing Plan's outsized position by total assets

The Jackson Companies 401(k) Profit Sharing Plan vs every filed plan by assets

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

$39,745,044 Top 17% higher than 83% 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

The Jackson Companies 401(k) Profit Sharing 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. The Jackson Companies 401(k) Profit Sharing Plan lands in the large band (4,224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Jackson Companies 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Jackson Companies 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • The Jackson Companies 401(k) Profit Sharing Plan reported participants rose from 3,912 in the plan year 2022 filing to 4,224 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 820364157 · Jacksons Food Stores, Inc. PY 2023 · 401(k)

The Jackson Companies 401(k) Profit Sharing Plan · $40M · 4,224 · 83rd

  • EIN $40M
  • RANK 4,224
  • PHOTO 83rd
  • IND 401(k)
  • EOY near Monarch Life Insurance Company Savings Plan
  • 5500 ind #7602

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 Retail Trade retirement plans → · Plans in Idaho →

The Jackson Companies 401(k) Profit Sharing Plan in the asset neighbourhood

Magotteaux, Inc. Asset Accumulation 401(k) Retirement PlanMagotteaux, Inc. Asset Accum…$40MThe Jackson Companies 401(k) Profit Sharing PlanThe Jackson Companies 401(k)…$40MMonarch Life Insurance Company Savings PlanMonarch Life Insurance Compa…$40MGrant Street Group, Inc. 401(k) PlanGrant Street Group, Inc. 401…$40MKunzler & Company, Inc. Profit Sharing PlanKunzler & Company, Inc. Prof…$40M
End-of-year total assets ($M) among The Jackson Companies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$40M
Net Income$9M
Employer EIN820364157
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacksons Food Stores, Inc.)

Sponsor-wide plan assets over time

All Jacksons Food Stores, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 66.26528763524065% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $30.5M $50.7M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 3,912 $30M
2023 1 4,224 $40M
2024 1 4,593 $51M

Nearby 401(k) Plans in Idaho

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

The Jackson Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 -101234 Total assets ($B) Participants The Jackson Companies 401(k) Profit Sharing Plan, Total assets ($B): 0.039745044 · Participants: 4224The Jackson Companies 401(k) Profit Sharing PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
The Jackson Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare The Jackson Companies 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Jackson Companies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Monarch Life Insurance Company Savings Plan in MA ($40M); by covered participants it is Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan in NY (4,224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,224 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 The Jackson Companies 401(k) Profit Sharing Plan assets move in 2023? ▼
The Jackson Companies 401(k) Profit Sharing Plan surged - up 30.3% during 2023, from $30M to $40M. Reported net income was $9M.
How have Jacksons Food Stores, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacksons Food Stores, Inc.'s sponsor-wide assets grew 66.3%, from $30M to $51M.
Where does The Jackson Companies 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Jackson Companies 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Jackson Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Monarch Life Insurance Company Savings Plan in MA ($40M, 37 participants).
Which 401(k) plans cover a similar participant headcount to The Jackson Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan in NY (4,224 participants, $1.1B 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 820364157.

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.