Defined Benefit (Pension) · DOL Form 5500 · 2024
Jack in the Box Inc. Pension Plan
Data updated 2026-08-25
- $279M
- Total assets Near avg plan size
- 659
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $423,657
- Avg per participant High balance/head
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.
- #3,629 in Food Services & Accommodation (3,672 peers)
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.
- #3,629
- in Food Services & Accommodation (3,672 peers)
- -6.1%
- assets change YoY
- 2.8×
- vs typical plan assets (national mean)
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.
Jack in the Box Inc. Retirement Plan's outsized position by total assets
Jack in the Box Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$279,189,979 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Jack in the Box Inc. 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. Jack in the Box Inc. Retirement Plan sits mid-pack in the medium band (659 participants).
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.
EBSA filing schedule strip
Filing strip 952698708 · Jack in the Box Inc. PY 2024 · Defined Benefit (Pension)
Jack in the Box Inc. Retirement Plan · $279M · 659 · 96th
- RANK $279M
- PHOTO 659
- IND 96th
- EOY Defined Benefit (Pension)
- 5500 near Madison Gas and Electric Company Retirement Plan
- ASSETS ind #3629
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 California →
Jack in the Box Inc. Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Jack in the Box Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $424M 3.2190827793151064% vs 2022
- 2024 filing year
| 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.
- 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
- Ilwu-Pma Pension Plan $10.8B · 15,833
Jack in the Box Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Madison Gas and Electric Company Retirement Plan in WI ($279M); by covered participants it is Cooper Tire & Rubber Company Texarkana Represented Employee Retirement Plan in OH (658 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($279M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (659 participants); asset peers above are excluded.
- Cooper Tire & Rubber Company Texarkana Represented Employee Retirement Plan (OH) 658 · 1 off
- Flint Hills Resources Pension Plan (KS) 658 · 1 off
- Pennsylvania Heavy and Highway Contractors Pension Trust (PA) 658 · 1 off
- International Association of Machinists and Aerospace Workers Pension Plan (MD) 661 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.