401(k) · DOL Form 5500 · 2023

Jackson Family Enterprises Inc. 401(k) Plan

Data updated 2026-08-25

$201M
Total assets Near avg plan size
1,897
Participants Near avg headcount
95th
Percentile by assets National rank
$105,791
Avg per participant Below avg balance/head
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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.

  • #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.

#17,190
in Manufacturing (18,722 peers)
+23.3%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Jackson Family Enterprises 401(k) Plan's outsized position by total assets

Jackson Family Enterprises 401(k) Plan vs every filed plan by assets

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

$200,685,475 Top 5% higher than 95% 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

Jackson Family Enterprises 401(k) 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 Family Enterprises 401(k) Plan lands in the large band (1,897 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205780901 · Jackson Family Enterprises Inc. PY 2023 · 401(k)

Jackson Family Enterprises 401(k) Plan · $201M · 1,897 · 95th

  • ASSETS $201M
  • PCT 1,897
  • EIN 95th
  • RANK 401(k)
  • PHOTO near Chesapeake Utilities Corporation Retirement Savings Plan
  • IND ind #17190

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 Manufacturing retirement plans → · Plans in California →

Jackson Family Enterprises 401(k) Plan in the asset neighbourhood

Tulalip Tribes of Washington Employees' Retirement PlanTulalip Tribes of Washington…$201MChesapeake Utilities Corporation Retirement Savings PlanChesapeake Utilities Corpora…$201MJackson Family Enterprises 401(k) PlanJackson Family Enterprises 4…$201MDiversified Service Options, Inc. Dba Guidewell Source 401(k) Savings PlanDiversified Service Options,…$201MBluestem 401(k) Retirement Savings PlanBluestem 401(k) Retirement S…$201M
End-of-year total assets ($M) among Jackson Family Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$201M
Net Income$38M
Employer EIN205780901
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Family Enterprises Inc.)

Sponsor-wide plan assets over time

All Jackson Family Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$229M 40.669531823783736% vs 2022
2024 filing year
$140M$160M$180M$200M$220M$240M 202220232024 $163M $229M ▲ +40.7%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jackson Family Enterprises 401(k) Plan, Total assets ($B): 0.200685475 · Participants: 1897Jackson Family Enterprises 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jackson Family Enterprises 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jackson Family Enterprises 401(k) Plan side-by-side with 3 peers →

Jackson Family Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chesapeake Utilities Corporation Retirement Savings Plan in DE ($201M); by covered participants it is Tuckahoe Holdings 401(k) Plan in VA (1,897 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,897 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 Jackson Family Enterprises 401(k) Plan assets move in 2023? ▼
Jackson Family Enterprises 401(k) Plan grew sharply - up 23.3% during 2023, from $163M to $201M. Reported net income was $38M.
How have Jackson Family Enterprises Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Family Enterprises Inc.'s sponsor-wide assets grew 40.7%, from $163M to $229M.
Where does Jackson Family Enterprises 401(k) Plan rank by assets among Form 5500 filers? ▼
Jackson Family Enterprises 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Jackson Family Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chesapeake Utilities Corporation Retirement Savings Plan in DE ($201M, 933 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Family Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tuckahoe Holdings 401(k) Plan in VA (1,897 participants, $17M 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 205780901.

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.