Plan Ledger DOL Form 5500 · updated monthly

Jack Henry & Associates Inc401(k) + ESOP (KSOP)

JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN · ALLEN, TX · plan year 2025

Reported admin expense ratio · 2025
0.03%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Jack Henry & Associates Inc reported $368,608 in plan administrative expenses for 2025: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,920 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.06% to 0.03%. The plan sits in the over $1B size bracket, benchmarked here against 141 comparable plans and shown alongside other professional & technical services employers. By assets it is the 78th-largest of 5,688 plans among Texas employers on file, and the 111th of 11,654 in professional & technical services. In 2025, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,560,549,186
Participants with balances8,251
Active participants7,257
Employer contributions$35,706,714
Employee contributions$67,880,674
Employer contribution per active participant$4,920
Average account balance$189,135
Benefits paid to participants$102,188,048
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$1.6B · 8,251 accts · $35.7M emplr
2024$1.4B · 8,380 accts · $33.2M emplr
2023$1.2B · 8,165 accts · $30.9M emplr
2022$1.1B · 8,097 accts · $28.8M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$348,758
Investment management$19,850
Total administrative$368,608
The Jack Henry & Associates Inc 401(k) match · 2025
Employer contribution per active participant$4,920
Median for plans this size$5,084
2025$4,920 per active participant
2024$4,589 per active participant
2023$4,604 per active participant
2022$4,142 per active participant

Jack Henry & Associates Inc's 2025 employer contribution ran below the $5,084 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
COMMONWEALTH EQUITY SERVICES LLC DB · Investment advisory (plan)$20,238

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Jack Henry & Associates Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$368,608 · 0.03%
2024$513,190 · 0.04%
2023$634,799 · 0.06%
2022$644,875 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Texas
Aecom TX$6.8B · 0.02%
Ntt Data Americas, Inc. TX$2.7B · 0.08%
Worley Group Inc. TX$1.4B · 0.04%
Bmc Software, Inc. TX$1.4B · 0.06%
Tyler Technologies, Inc. TX$1.2B · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431128385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.