Jack In The Box Inc. Retirement Plan — Form 5500 plan (Jack In The Box Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jack In The Box Inc. Retirement Plan is a benefit plan reported by Jack In The Box Inc. under EIN 95-2698708 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,058 participants and $297,241,118 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jack In The Box Inc.
- EIN
- 95-2698708
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 8,058
- End-of-year plan assets
- $297,241,118
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,058 | H, C | 20241014175402NAL0015385075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $297,241,118
- Total liabilities (EOY)
- $75,135
- Net assets (EOY)
- $297,165,983
- Net assets (BOY)
- $311,613,824
Income & contributions
- Total contributions
- $0
- Total income / additions
- $16,658,503
Expenses & distributions
- Benefits paid
- $29,199,921
- Administrative expenses
- $1,906,423
- Total expenses
- $31,106,344
- Net increase / (decrease)
- -$14,447,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARIAL, CONSULTING | $399,564 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | RECORDKEEPER | $166,599 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $127,897 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | INVESTMENT MGMT | $117,617 | not reported in the loaded dataset | 2023 |
| Causeway Capital Management LLC | INVESTMENT MGMT | $98,638 | not reported in the loaded dataset | 2023 |
| Verus | INVESTMENT ADVISORY | $40,000 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | AUDITOR | $33,300 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management | INVESTMENT MANAGEMENT | $23,852 | not reported in the loaded dataset | 2023 |
| Independent Insurance Analysts LLC | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MGMT | $7,474 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jack In The Box Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Willis Towers Watson Us LLC — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Causeway Capital Management LLC — Schedule C compensation
- Verus — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Independent Insurance Analysts LLC — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation