Other · DOL Form 5500 · 2024
The Jackson Laboratory Retirement Plan
Data updated 2026-08-11
- $603M
- Total assets
- 2,735
- Participants
- 98th
- Percentile by assets
- $220,403
- Avg per participant
Official DOL plan name: Jax 403(b) Retirement Plan · Sponsored by The Jackson Laboratory · Maine · Professional & Technical Services
$603M in assets, 2,735 participants
The Jackson Laboratory's Jax 403(b) Retirement Plan reported $603M in total assets and 2,735 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #19,828 in Professional & Technical Services (20,173 peers)
Coverage in Maine
Jax 403(b) Retirement Plan covers 2,735 participants in Maine, 5.8x the typical Maine plan (state average ~472 per filing). Assets: $603M.
- $603M
- total plan assets (2024 EOY)
- 2,735
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $220,403
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jax 403(b) Retirement Plan end-of-year assets rose from $526M in the plan year 2023 filing to $603M in the plan year 2024 filing.
- Jax 403(b) Retirement Plan reported net income fell from $88M in the plan year 2023 filing to $77M in the plan year 2024 filing.
- Jax 403(b) Retirement Plan reported participants rose from 2,592 in the plan year 2023 filing to 2,735 in the plan year 2024 filing.
Participants vs Maine filers
In Maine, the average filing covers about 472 participants across 561 plans. Jax 403(b) Retirement Plan reports 2,735 participants - 5.8x that state average ($603M EOY assets).
Maine filing particulars
| Total Assets (Beginning of Year) | $526M |
|---|---|
| Net Assets (End of Year) | $603M |
| Net Income | $77M |
| Employer EIN | 010211513 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Jackson Laboratory)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,458 | $438M |
| 2023 | 1 | 2,592 | $526M |
| 2024 | 1 | 2,735 | $603M |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
Jax 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants
- Mainehealth 403(b) Retirement Plan $2.5B · 22,911
- Northern Light Health Retirement Partnership 403(b) Plan $1.2B · 10,712
- Mainegeneral Health 403(b) Retirement Plan $414M · 4,718
- Colby College Retirement Plan $297M · 978
- University of New England Defined Contribution Plan $249M · 1,126
Similar-Sized Other Plans Nationally
Other plans in other states closest to Jax 403(b) Retirement Plan by total assets, not by location.
- The Rand Corporation 403(b) Savings Plan (CA) $602M · 1,941
- Yale University Matching Retirement Plan (CT) $602M · 6,132
- The Cna Corporation Retirement Plan (VA) $601M · 668
- The Catholic University of America Retirement Plan (DC) $606M · 2,004
Frequently Asked Questions
How did Jax 403(b) Retirement Plan assets move in 2024? ▼
How have The Jackson Laboratory plan assets changed over time? ▼
Where does Jax 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Jax 403(b) Retirement Plan? ▼
Next read for Jax 403(b) Retirement Plan
Filing takeaways
Ways to act on Jax 403(b) Retirement Plan's numbers.
- By total assets, Jax 403(b) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Maine. Compare plans
- The Jackson Laboratory's sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans