Plan Ledger DOL Form 5500 · updated monthly

Jack in the Box Inc.401(k)

JACK IN THE BOX INC. EASYSAVER PLUS PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Jack in the Box Inc. reported $128,237 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $545 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 2 years on file its reported administrative ratio fell from 0.12% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 724th-largest of 9,483 plans among California employers on file, and the 63rd of 2,240 in accommodation & food services. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 3,260 to 6,180 since 2022.

Plan summary
Net assets, end of year$145,012,676
Participants with balances1,896
Active participants6,180
Employer contributions$3,369,232
Employee contributions$6,925,690
Employer contribution per active participant$545
Average account balance$76,483
Benefits paid to participants$14,001,126
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$145.0M · 1,896 accts · $3.4M emplr
2023$116.3M · 1,702 accts · $2.5M emplr
2022$99.2M · 1,684 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,042
Investment management$10,195
Total administrative$128,237
The Jack in the Box Inc. 401(k) match · 2024
Employer contribution per active participant$545
Median for plans this size$3,635
2024$545 per active participant
2023$328 per active participant
2022$661 per active participant

Jack in the Box Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$128,286

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$128,237 · 0.10%
2023$137,164 · 0.13%
2022$131,687 · 0.12%
Same employer
Similar plansAccommodation & Food Services · California
In-N-Out Burger, Inc. CA$947.3M · 0.02%
Panda Restaurant Group, Inc. CA$609.8M · 0.16%
Chipotle Mexican Grill, Inc. CA$292.8M · 0.31%
Pebble Beach Company CA$143.7M · 0.05%
Dine Brands Global, Inc. CA$134.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952698708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.