401(k) · DOL Form 5500 · 2024

Jackson Hewitt Tax Service Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
454
Participants Below avg headcount
87th
Percentile by assets National rank
$144,980
Avg per participant Above avg balance/head
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Official DOL plan name: Jackson Hewitt Employee Savings Plan · Sponsored by Jackson Hewitt Tax Service Inc. · Florida · Professional & Technical Services

$66M in assets, 454 participants

Jackson Hewitt Tax Service Inc.'s Jackson Hewitt Employee Savings Plan reported $66M in total assets and 454 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,758 in Professional & Technical Services (20,173 peers)

Where Jackson Hewitt Employee Savings Plan sits by assets

Jackson Hewitt Employee Savings Plan sits in the top quartile of all filed plans by assets, $66M for 454 participants (~$144,980/participant), up 8.1% in 2024.

#17,758
in Professional & Technical Services (20,173 peers)
+8.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Jackson Hewitt Employee Savings Plan's outsized position by total assets

Jackson Hewitt Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$65,820,990 Top 13% higher than 87% of 123,620 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 2024

Jackson Hewitt Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jackson Hewitt Employee Savings Plan sits mid-pack in the medium band (454 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jackson Hewitt Employee Savings Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Jackson Hewitt Employee Savings Plan reported participants fell from 575 in the plan year 2023 filing to 454 in the plan year 2024 filing.
  • Jackson Hewitt Employee Savings Plan end-of-year assets rose from $61M in the plan year 2023 filing to $66M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200779692 · Jackson Hewitt Tax Service Inc. PY 2024 · 401(k)

Jackson Hewitt Employee Savings Plan · $66M · 454 · 87th

  • PART $66M
  • PART 454
  • PART 87th
  • PART 401(k)
  • PART near Barletta Engineering Corporation 401(k) Profit Sharing Plan
  • PART ind #17758

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 Professional & Technical Services retirement plans → · Plans in Florida →

Jackson Hewitt Employee Savings Plan in the asset neighbourhood

Legend Biotech 401(k) Plan$66MJackson Hewitt Employee Savings PlanJackson Hewitt Employee Savi…$66MBarletta Engineering Corporation 401(k) Profit Sharing PlanBarletta Engineering Corpora…$66MVitaquest International LLC 401(k) Savings PlanVitaquest International LLC …$66MPbmares 401(k) Plan$66M
End-of-year total assets ($M) among Jackson Hewitt Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$66M
Net Income$5M
Employer EIN200779692
Plan Effective Date2004-06-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Hewitt Tax Service Inc.)

Sponsor-wide plan assets over time

All Jackson Hewitt Tax Service Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 26.559200511674497% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52M $65.8M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 878 $52M
2023 1 575 $61M
2024 1 454 $66M

Nearby 401(k) Plans in Florida

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

Jackson Hewitt Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Jackson Hewitt Employee Savings Plan, Total assets ($B): 0.06582099 · Participants: 454Jackson Hewitt Employee Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Jackson Hewitt Employee Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jackson Hewitt Employee Savings Plan side-by-side with 3 peers →

Jackson Hewitt Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Barletta Engineering Corporation 401(k) Profit Sharing Plan in MA ($66M); by covered participants it is Aci Parts Warehousing 401(k) Profit Sharing Plan in MI (454 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (454 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jackson Hewitt Employee Savings Plan assets move in 2024? ▼
Jackson Hewitt Employee Savings Plan grew at a solid clip - up 8.1% during 2024, from $61M to $66M. Reported net income was $5M.
How have Jackson Hewitt Tax Service Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Hewitt Tax Service Inc.'s sponsor-wide assets grew 26.6%, from $52M to $66M.
Where does Jackson Hewitt Employee Savings Plan rank by assets among Form 5500 filers? ▼
Jackson Hewitt Employee Savings Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jackson Hewitt Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barletta Engineering Corporation 401(k) Profit Sharing Plan in MA ($66M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Hewitt Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aci Parts Warehousing 401(k) Profit Sharing Plan in MI (454 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200779692.

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.