401(k) · DOL Form 5500 · 2024

Jackson Group Peterbilt, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
839
Participants Near avg headcount
78th
Percentile by assets National rank
$36,497
Avg per participant Low balance/head
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Official DOL plan name: Jackson Group Peterbilt, Inc. 401(k) Retirement Plan · Sponsored by Jackson Group Peterbilt, Inc. · Utah · Retail Trade

$31M in assets, 839 participants

Jackson Group Peterbilt, Inc.'s Jackson Group Peterbilt, Inc. 401(k) Retirement Plan reported $31M in total assets and 839 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,960 in Retail Trade (8,048 peers)

Where Jackson Group Peterbilt, Inc. 401(k) Retirement Plan sits by assets

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 839 participants (~$36,497/participant), up 28.6% in 2024.

#6,960
in Retail Trade (8,048 peers)
+28.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan's outsized position by total assets

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$30,620,754 Top 22% higher than 78% 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 Group Peterbilt, Inc. 401(k) Retirement 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 Group Peterbilt, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (839 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jackson Group Peterbilt, Inc. 401(k) Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Jackson Group Peterbilt, Inc. 401(k) Retirement Plan reported participants rose from 707 in the plan year 2023 filing to 839 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 870621494 · Jackson Group Peterbilt, Inc. PY 2024 · 401(k)

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan · $31M · 839 · 78th

  • PCT $31M
  • EIN 839
  • RANK 78th
  • PHOTO 401(k)
  • IND near Kenney Manufacturing Company 401(k) Plan
  • EOY ind #6960

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 Retail Trade retirement plans → · Plans in Utah →

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan in the asset neighbourhood

Jackson Group Peterbilt, Inc. 401(k) Retirement PlanJackson Group Peterbilt, Inc…$31MKenney Manufacturing Company 401(k) PlanKenney Manufacturing Company…$31MEnstructure 401(k) Plan$31MIndustrial Builders, Inc. Retirement PlanIndustrial Builders, Inc. Re…$31MMidamerica Hotels Corporation Profit Sharing PlanMidamerica Hotels Corporatio…$31M
End-of-year total assets ($M) among Jackson Group Peterbilt, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$31M
Net Income$7M
Employer EIN870621494
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Group Peterbilt, Inc.)

Sponsor-wide plan assets over time

All Jackson Group Peterbilt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 78.40114099344034% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.2M $30.6M ▲ +78.4%
Year Plans Participants Total Assets
2022 1 648 $17M
2023 1 707 $24M
2024 1 839 $31M

Nearby 401(k) Plans in Utah

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

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Jackson Group Peterbilt, Inc. 401(k) Retirement Plan, Total assets ($B): 0.030620754 · Participants: 839Jackson Group Peterbilt, Inc. 401(k) Retirement PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Jackson Group Peterbilt, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Jackson Group Peterbilt, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Jackson Group Peterbilt, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Kenney Manufacturing Company 401(k) Plan in RI ($31M); by covered participants it is Millennium Space Systems, Inc. 401(k) Plan in CA (839 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (839 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 Group Peterbilt, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Jackson Group Peterbilt, Inc. 401(k) Retirement Plan grew sharply - up 28.6% during 2024, from $24M to $31M. Reported net income was $7M.
How have Jackson Group Peterbilt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Group Peterbilt, Inc.'s sponsor-wide assets grew 78.4%, from $17M to $31M.
Where does Jackson Group Peterbilt, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Jackson Group Peterbilt, Inc. 401(k) Retirement Plan ranks in the 78th 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 Group Peterbilt, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kenney Manufacturing Company 401(k) Plan in RI ($31M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Group Peterbilt, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Space Systems, Inc. 401(k) Plan in CA (839 participants, $73M 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 870621494.

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.