401(k) · DOL Form 5500 · 2023
Jackson Family Enterprises Inc. 401(k) Plan
Data updated 2026-08-11
- $201M
- Total assets
- 1,897
- Participants
- 95th
- Percentile by assets
- $105,791
- Avg per participant
Official DOL plan name: Jackson Family Enterprises 401(k) Plan · Sponsored by Jackson Family Enterprises Inc. · California · Manufacturing
$201M in assets, 1,897 participants
Jackson Family Enterprises Inc.'s Jackson Family Enterprises 401(k) Plan reported $201M in total assets and 1,897 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #17,190 in Manufacturing (18,722 peers)
Coverage in California
Jackson Family Enterprises 401(k) Plan covers 1,897 participants in California, 3.0x the typical California plan (state average ~630 per filing). Assets: $201M.
- $201M
- total plan assets (2023 EOY)
- 1,897
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $105,791
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jackson Family Enterprises 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Jackson Family Enterprises 401(k) Plan end-of-year assets rose from $163M in the plan year 2022 filing to $201M in the plan year 2023 filing.
- Jackson Family Enterprises 401(k) Plan reported participants rose from 1,837 in the plan year 2022 filing to 1,897 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Jackson Family Enterprises 401(k) Plan reports 1,897 participants - 3.0x that state average ($201M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $201M |
| Net Income | $38M |
| Employer EIN | 205780901 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jackson Family Enterprises Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,837 | $163M |
| 2023 | 1 | 1,897 | $201M |
| 2024 | 1 | 2,024 | $229M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Jackson Family Enterprises 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Jackson Family Enterprises 401(k) Plan by total assets, not by location.
- Chesapeake Utilities Corporation Retirement Savings Plan (DE) $201M · 933
- Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan (FL) $201M · 2,342
- Bluestem 401(k) Retirement Savings Plan (MN) $201M · 1,326
- Tulalip Tribes of Washington Employees' Retirement Plan (WA) $201M · 3,581
Frequently Asked Questions
How did Jackson Family Enterprises 401(k) Plan assets move in 2023? ▼
How have Jackson Family Enterprises Inc. plan assets changed over time? ▼
Where does Jackson Family Enterprises 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Jackson Family Enterprises 401(k) Plan? ▼
Next read for Jackson Family Enterprises 401(k) Plan
Filing takeaways
Ways to act on Jackson Family Enterprises 401(k) Plan's numbers.
- By total assets, Jackson Family Enterprises 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Jackson Family Enterprises Inc.'s sponsor-wide assets have grown 40.7% since 2022 across 3 plan years on file. More Manufacturing plans