Defined Benefit (Pension) · DOL Form 5500 · 2024
Jack in the Box Inc. Pension Plan
Data updated 2026-07-24
- $279M
- Total assets
- 659
- Participants
- 96th
- Percentile by assets
- $423,657
- Avg per participant
Official DOL plan name: Jack in the Box Inc. Retirement Plan · Sponsored by Jack in the Box Inc. · California · Food Services & Accommodation
$279M in assets, 659 participants
Jack in the Box Inc.'s Jack in the Box Inc. Retirement Plan reported $279M in total assets and 659 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 116,472 plans)
Where Jack in the Box Inc. Retirement Plan sits by assets
Jack in the Box Inc. Retirement Plan sits in the top 5% of all filed plans by assets, $279M for 659 participants (~$423,657/participant), down 6.1% in 2024.
- $279M
- total plan assets (2024 EOY)
- 659
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $423,657
- avg assets per participant
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jack in the Box Inc. Retirement Plan reported net income fell from -$14M in the plan year 2023 filing to -$18M in the plan year 2024 filing.
- Jack in the Box Inc. Retirement Plan reported participants fell from 724 in the plan year 2023 filing to 659 in the plan year 2024 filing.
- Jack in the Box Inc. Retirement Plan end-of-year assets fell from $297M in the plan year 2023 filing to $279M in the plan year 2024 filing.
Jack in the Box Inc. Retirement Plan vs the 2024 asset distribution
By assets, Jack in the Box Inc. Retirement Plan outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.8x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $297M |
|---|---|
| Net Assets (End of Year) | $279M |
| Net Income | -$18M |
| Employer EIN | 952698708 |
| Plan Effective Date | 1985-10-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jack in the Box Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,786 | $411M |
| 2023 | 2 | 4,073 | $414M |
| 2024 | 2 | 4,931 | $424M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Jack in the Box Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Disney Salaried Pension Plan D $10.4B · 9,984
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Jack in the Box Inc. Retirement Plan by total assets, not by location.
- Madison Gas and Electric Company Retirement Plan (WI) $279M · 94
- Seafarers Officers and Employees Pension Plan (MD) $279M · 399
- Dex Pension Plan (TX) $279M · 388
- Pension Plan Private Sanitation Union Local 813 Ibt (NY) $279M · 519
Frequently Asked Questions
How did Jack in the Box Inc. Retirement Plan assets move in 2024? ▼
How have Jack in the Box Inc. plan assets changed over time? ▼
Where does Jack in the Box Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Jack in the Box Inc. Retirement Plan? ▼
Next read for Jack in the Box Inc. Retirement Plan
Scale reading
Ways to act on Jack in the Box Inc. Retirement Plan's numbers.
- By total assets, Jack in the Box Inc. 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 Defined Benefit (Pension) plans in California. Compare plans
- Jack in the Box Inc.'s sponsor-wide assets have grown 3.2% since 2022 across 3 plan years on file. More Food Services & Accommodation plans
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 952698708.
Read our methodology - how this data is sourced, computed, and verified.