401(k) · DOL Form 5500 · 2023

Jack's Family Restaurants/Sfm LP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
8,756
Participants Very large workforce
68th
Percentile by assets National rank
$1,817
Avg per participant Low balance/head
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Official DOL plan name: Jack's Family Restaurants/Sfm 401(k) · Sponsored by Jack's Family Restaurants/Sfm LP · Alabama · Food Services & Accommodation

$16M in assets, 8,756 participants

Jack's Family Restaurants/Sfm LP's Jack's Family Restaurants/Sfm 401(k) reported $16M in total assets and 8,756 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,473 in Food Services & Accommodation (3,828 peers)

Coverage in Alabama

Jack's Family Restaurants/Sfm 401(k) covers 8,756 participants in Alabama, 24x the typical Alabama plan (state average ~360 per filing). Assets: $16M.

#3,473
in Food Services & Accommodation (3,828 peers)
+11.9%
assets growth YoY

Jack's Family Restaurants/Sfm 401(k)'s outsized position by total assets

Jack's Family Restaurants/Sfm 401(k) vs every filed plan by assets

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

$15,906,941 Top 32% higher than 68% 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

Jack's Family Restaurants/Sfm 401(k)'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. Jack's Family Restaurants/Sfm 401(k) lands in the large band (8,756 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jack's Family Restaurants/Sfm 401(k) reported participants rose from 2,831 in the plan year 2022 filing to 8,756 in the plan year 2023 filing.
  • Jack's Family Restaurants/Sfm 401(k) reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jack's Family Restaurants/Sfm 401(k) end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630440641 · Jack's Family Restaurants/Sfm LP PY 2023 · 401(k)

Jack's Family Restaurants/Sfm 401(k) · $16M · 8,756 · 68th

  • VS-ST $16M
  • VS-ST 8,756
  • VS-ST 68th
  • VS-ST 401(k)
  • VS-ST near Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan
  • VS-ST ind #3473

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 Alabama →

Jack's Family Restaurants/Sfm 401(k) in the asset neighbourhood

Jack's Family Restaurants/Sfm 401(k)Jack's Family Restaurants/Sf…$16MMckonly & Asbury, C.P.a. Deferred Savings Profit Sharing PlanMckonly & Asbury, C.P.a. Def…$16MIndotronix International Corpo 401(k) Profit Sharing Plan & TrustIndotronix International Cor…$16MCydcor LLC 401(k) Plan$16MQuality Supply Chain Co-Op, Inc. 401(k) Retirement PlanQuality Supply Chain Co-Op, …$16M
End-of-year total assets ($M) among Jack's Family Restaurants/Sfm 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN630440641
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jack's Family Restaurants/Sfm LP)

Sponsor-wide plan assets over time

All Jack's Family Restaurants/Sfm LP plans reported in each filing year

Latest sponsor-wide plan assets
$17M 20.351244304039042% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14.2M $17.1M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 2,831 $14M
2023 1 8,756 $16M
2024 1 5,801 $17M

Nearby 401(k) Plans in Alabama

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

Jack's Family Restaurants/Sfm 401(k) vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Jack's Family Restaurants/Sfm 401(k), Total assets ($B): 0.015906941 · Participants: 8756Jack's Family Restaurants/Sfm 401(k)Regions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Jack's Family Restaurants/Sfm 401(k) vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Jack's Family Restaurants/Sfm 401(k) side-by-side with 3 peers →

Jack's Family Restaurants/Sfm 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan in PA ($16M); by covered participants it is Sonoco Retirement & Savings Plan in SC (8,758 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,756 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 Jack's Family Restaurants/Sfm 401(k) assets move in 2023? ▼
Jack's Family Restaurants/Sfm 401(k) grew at a solid clip - up 11.9% during 2023, from $14M to $16M. Reported net income was $2M.
How have Jack's Family Restaurants/Sfm LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jack's Family Restaurants/Sfm LP's sponsor-wide assets grew 20.4%, from $14M to $17M.
Which 401(k) plans are similar in size to Jack's Family Restaurants/Sfm 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan in PA ($16M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Jack's Family Restaurants/Sfm 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Sonoco Retirement & Savings Plan in SC (8,758 participants, $1.2B 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 630440641.

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.