Plan5500

Jax 403(B) Retirement Plan — Form 5500 plan (The Jackson Laboratory)

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, Jax 403(B) Retirement Plan is a benefit plan reported by The Jackson Laboratory under EIN 01-0211513 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,815 participants and $525,518,776 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$525.5MPlan net assets, end of year$525,518,776
Participants3.8KCovered participants reported3,815
Assets / participant$137.8KComputed: assets ÷ participants$137,751 (computed)
Provider compensation$396.6K2 Schedule C provider row(s)$396,644
Plan sponsor
The Jackson Laboratory
EIN
01-0211513
Plan number
003
Plan type
2
Location
Bar Harbor, ME
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,815 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$525.5M total assets
Net assets$525.5MLiabilities$0
Money in vs. money out
Total income / additions$114.8M
Total expenses$27.3M
Benefits paid / distributions$26.9M
Contributions
Employer$18.4M
Participant$20.7M
Full reported line items

Net assets

Total assets (EOY)
$525,518,776
Total liabilities (EOY)
$0
Net assets (EOY)
$525,518,776
Net assets (BOY)
$437,984,728

Income & contributions

Employer contributions
$18,361,705
Participant contributions
$20,738,666
Total contributions
$40,297,936
Total income / additions
$114,834,213

Expenses & distributions

Benefits paid
$26,912,402
Administrative expenses
$387,763
Total expenses
$27,300,165
Net increase / (decrease)
$87,534,048
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 47%Participant 53%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group, Inc.$248.8K
    NONE · Direct $248.8K · Indirect $0
  2. 2
    Vanguard Advisers Inc.$147.9K
    NONE · Direct $147.9K

Related Form 5500 pages