Jackson Group Peterbilt, Inc. 401(k) Plan: Login, Facts & Contact Information

Jackson Group Peterbilt, Inc. 401(k) Plan Facts

Plan name
JACKSON GROUP PETERBILT, INC. 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JACKSON GROUP PETERBILT, INC.
Participants
1,039 (836 active employees)
Former employees with a balance
273
Plan assets
$30,620,754 at Dec 31, 2024
Average account balance
$26,979 across 1,135 accounts
Employer contributions
$502,804 in plan year 2024 (9% of all contributions)
Recordkeeper
Global Retirement Partners, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2001
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.48 million went into the plan in contributions, $502,804 of it from the employer (9%).
  • $1.94 million was paid out to participants.
  • Investment and other income added $3.27 million.
  • Administrative expenses were $78,358, about $69 per account.

How the Jackson Group Peterbilt, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019355$8.01 million$200,000$273,492
2020427$10.4 million$200,000$668,809
2021759$17.1 million$261,540$675,809
2022877$17.2 million$400,000$1.49 million
2023826$23.8 million$556,912$1.49 million
20241,039$30.6 million$502,804$1.94 million

Jackson Group Peterbilt, Inc. 401(k) Contact Information

Phone
801-464-8262
Mailing address
P.O. BOX 27634, SALT LAKE CITY UT 841270634
Plan sponsor
JACKSON GROUP PETERBILT, INC.
Employer identification number (EIN)
87-0621494
Plan number
001

Questions about the Jackson Group Peterbilt, Inc. 401(k)

Does Jackson Group Peterbilt, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $502,804, 9% of all contributions.

Does the Jackson Group Peterbilt, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Jackson Group Peterbilt, Inc 401(k) plan?

1,039 participants at the start of plan year 2024, 836 of them active employees, and 273 former employees who still had money in the plan.

What is the average 401(k) balance at Jackson Group Peterbilt, Inc?

About $26,979 per account: $30.6 million in plan assets across 1,135 accounts with a balance at the end of plan year 2024.

Who manages the Jackson Group Peterbilt, Inc 401(k) accounts?

GLOBAL RETIREMENT PARTNERS, LLC is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Jackson Group Peterbilt, Inc. How do I access my 401(k)?

Your account stays with GLOBAL RETIREMENT PARTNERS, LLC after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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