Jackson Lewis 401(k) match, vesting and fees
What Jackson Lewis' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 266 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Jackson Lewis: employer contribution per participant | $6,766 | |
| Peer median | $2,664 |
| Jackson Lewis: average balance | $320,413 | |
| Peer median | $119,448 |
| Jackson Lewis: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.09% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $622M at the end of plan year 2021 to $703M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,852 | $703M | $14.8M | $6,766 | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 2,804 | $624M | $14.5M | $6,847 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 2,635 | $524M | $13.2M | $6,601 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 2,050 | $472M | $12.3M | $5,980 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 1,958 | $622M | $11.2M | $5,712 | 0.10% | Not published | Form 5500 ↗ |
Other Jackson Lewis plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jackson Lewis P.C. Profit Sharing Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
The Jackson Lewis P.C. Cash Balance Plan II
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Matrix Trust Company | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
The Jackson Lewis P.C. Cash Balance Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Jackson Lewis match 401(k) contributions?
The match terms for the Jackson Lewis P.C. Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $14.8M in employer contributions, about $6,766 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jackson Lewis 401(k) match vested?
The vesting schedule for the Jackson Lewis P.C. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jackson Lewis 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Jackson Lewis P.C..
I left Jackson Lewis. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jackson Lewis P.C., (914) 872-6767) or the recordkeeper, Fidelity Investments Institutional. The Jackson Lewis old 401(k) page lists the contacts from every plan filing. Find an old Jackson Lewis 401(k)
Data from the public Form 5500 annual reports Jackson Lewis filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Jackson Lewis. Not financial advice. Report a correction · Methodology