Jabil 401(K) Retirement Plan — Form 5500 plan (Jabil, 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, Jabil 401(K) Retirement Plan is a benefit plan reported by Jabil, Inc. under EIN 38-1886260 and plan number 002. The latest loaded filing year is 2023. The filing reports 13,597 participants and $1,138,975,812 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jabil, Inc.
EIN
38-1886260
Plan number
002
Plan type
2
Location
St. Petersburg, FL
Latest filing year
2023
Participants
13,597
End-of-year plan assets
$1,138,975,812

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,597H, C20241014081046NAL0052765778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,138,975,812
Total liabilities (EOY)
$0
Net assets (EOY)
$1,138,975,812
Net assets (BOY)
$978,506,451

Income & contributions

Employer contributions
$31,440,751
Participant contributions
$57,852,951
Total contributions
$95,436,856
Total income / additions
$272,581,416

Expenses & distributions

Benefits paid
$111,438,493
Administrative expenses
$668,023
Total expenses
$112,112,055
Net increase / (decrease)
$160,469,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$668,057$02023

Related Form 5500 pages