Employers › Jack in the Box
Recordkeeping fees per participant · Jack in the Box Inc. Easysaver Plus Plan · plan year 2024
$62.26
Higher than 44% of the 5,847 plans $50 to 250M that report it.
= $118,042 / 1,896
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009080128NAL0003410579001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009080128NAL0003410579001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Administrative expenses excluding investment management, per participant
$62.26
Higher than 31% of the 8,758 plans $50 to 250M that report it.
= $118,042 / 1,896
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009080128NAL0003410579001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009080128NAL0003410579001, received 2025-10-09
Administrative expenses per participant
$67.64
Higher than 22% of the 9,042 plans $50 to 250M that report it.
= $128,237 / 1,896
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009080128NAL0003410579001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009080128NAL0003410579001, received 2025-10-09
Administrative expenses as a share of assets
0.088%
Higher than 33% of the 9,049 plans $50 to 250M that report it.
= $128,237 / $145,012,676
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009080128NAL0003410579001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009080128NAL0003410579001, received 2025-10-09
Employer contributions per participant
$1,777
Higher than 27% of the 9,105 plans $50 to 250M that report it.
= $3,369,232 / 1,896
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009080128NAL0003410579001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009080128NAL0003410579001, received 2025-10-09
Employer share of total contributions
26.5%
Higher than 40% of the 9,112 plans $50 to 250M that report it.
= $3,369,232 / $12,692,291
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009080128NAL0003410579001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009080128NAL0003410579001, received 2025-10-09
Plan terms are described in Jack in the Box Inc.'s SEC filings: Form 10-K filed 2025-11-19. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009080128NAL0003410579001, received 2025-10-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | JACK IN THE BOX INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Plan name | JACK IN THE BOX INC. EASYSAVER PLUS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Sponsor EIN / plan number | 95-2698708 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Sponsor location | SAN DIEGO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Industry (business code) | 722513, Accommodation and food services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Participants, beginning of year | 8,529 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Active participants | 6,180 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Participants, end of year | 7,097 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Participants with an account balance | 1,896 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Total assets, beginning of year | $116,317,300 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Total assets, end of year | $145,012,676 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Net assets, end of year | $145,012,676 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Total income | $29,551,574 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Net income | $15,406,903 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Employer contributions | $3,369,232 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Participant contributions | $6,925,690 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $2,397,369 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Total contributions | $12,692,291 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Benefit payments | $14,001,126 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $14,144,671 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Total administrative expenses | $128,237 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Recordkeeping fees | $118,042 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Investment advisory and management fees | $10,195 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Administrative expenses excluding investment management | $118,042 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Held in mutual funds | $126,529,681 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009080128NAL0003410579001, received 2025-10-09 |
| Independent auditor | BDO USA P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009080128NAL0003410579001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009080128NAL0003410579001, received 2025-10-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $128,286 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009080128NAL0003410579001, received 2025-10-09.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $116,317,300 | $145,012,676 | 24.7% |
| Participants with a balance | 1,702 | 1,896 | 11.4% |
| Administrative expenses | $137,164 | $128,237 | -6.5% |
| Recordkeeping fees per participant | $76.51 | $62.26 | -18.6% |
| Employer contributions | $2,494,377 | $3,369,232 | 35.1% |
Prior filing 20241014191511NAL0015460051004, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: JACK IN THE BOX INC.; SEC registrant: JACK IN THE BOX INC (CIK 807882, matched by EIN; display name from the Form 10-K cover).