Jackson Laboratory 403(b) match, vesting and fees
What Jackson Laboratory's 403(b) 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Newman Noyes (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,088 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Jackson Laboratory: employer contribution per participant | $5,339 | |
| Peer median | $2,553 |
| Jackson Laboratory: average balance | $152,223 | |
| Peer median | $100,158 |
| Jackson Laboratory: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.11% |
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 $526M at the end of plan year 2023 to $603M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,990 | $603M | $21.1M | $5,339 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 4,109 | $526M | $18.4M | $4,552 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Jackson Laboratory match 401(k) contributions?
The match terms for the Jax 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $21.1M in employer contributions, about $5,339 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jackson Laboratory 401(k) match vested?
The vesting schedule for the Jax 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jackson Laboratory 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is The Jackson Laboratory.
I left Jackson Laboratory. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Jackson Laboratory, (207) 288-6000) or the recordkeeper, The Vanguard Group, Inc.. The Jackson Laboratory old 401(k) page lists the contacts from every plan filing. Find an old Jackson Laboratory 401(k)
Data from the public Form 5500 annual reports Jackson Laboratory filed with the U.S. Department of Labor (plan years 2023 and 2024) 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 Laboratory. Not financial advice. Report a correction · Methodology