Plan Ledger DOL Form 5500 · updated monthly

Jacksons Food Stores, Inc.401(k)

THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN · MERIDIAN, ID · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Jacksons Food Stores, Inc. reported $143,534 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $628 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 0.36% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 42nd-largest of 349 plans among Idaho employers on file, and the 645th of 5,215 in retail trade. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,697,821
Participants with balances1,163
Active participants4,284
Employer contributions$2,688,570
Employee contributions$5,451,464
Employer contribution per active participant$628
Average account balance$43,592
Benefits paid to participants$3,134,980
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.7M · 1,163 accts · $2.7M emplr
2023$39.7M · 1,081 accts · $2.5M emplr
2022$30.5M · 991 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$111,517
Investment management$32,017
Total administrative$143,534
The Jacksons Food Stores, Inc. 401(k) match · 2024
Employer contribution per active participant$628
Median for plans this size$2,416
2024$628 per active participant
2023$560 per active participant
2022$543 per active participant

Jacksons Food Stores, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$111,517
ONEDIGITAL INVESTMENT ADVISORS, INC · Investment advisory (plan)$32,017

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$143,534 · 0.32%
2023$133,491 · 0.38%
2022$110,910 · 0.36%
Same employer
Similar plansRetail Trade · Idaho
The Terteling Company, Inc. ID$183.2M · 0.18%
Melaleuca, Inc. ID$139.8M · 0.24%
Scentsy, Inc. ID$75.8M · 0.29%
Parker Motors, Inc. ID$43.8M · 0.33%
Scandinavian Designs, Inc. ID$41.1M · 0.49%
Right! Systems, Inc. ID$31.9M · 0.34%
Atkinsons Market Inc ID$25.2M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820364157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.