Jack'S Family Restaurants/Sfm 401(k) plan

Jack'S Family Restaurants/Sfm LP, Birmingham, AL. EIN 63-0440641. Annual reports 2009–2024. Also filed as Jacks Family Restaurants, Inc; Jacks Family Restaurants, LP; Jack'S Family Restaurants, LP; Jack'S Family Restaurantslp.

Jack'S Family Restaurants/Sfm LP has one active retirement plan on file, the Jack'S Family Restaurants/Sfm 401K, with 3,815 participants and $17.1 million in assets in 2024. Empower has been its recordkeeper since 2023. No traditional pension plan appears in Jack'S Family Restaurants/Sfm's filings since 2009.

Active plans: 1
Participants: 3,815
Plan assets: $17.1 million
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Hotels and restaurants

The plan

Jack'S Family Restaurants/Sfm 401K

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 63-0440641
Participants (2024): 3,815
Net assets (2024): $17.1 million
Recordkeeper: EmpowerEarlier: Plexus Financial Services (2022), Empower (2021), MassMutual (2013–2020), Hartford Retirement Services (2012)
Plan administrator: Jack'S Family Restaurants/Sfm LP
124 W Oxmoor RD
Birmingham, AL 35209
(205) 201-7834As filed for 2024
In effect since: January 1, 1995

Earlier sponsor: Jacks Family Restaurants, Inc (2009–2022).

Earlier plan names: Jacks Family Restaurants/Sfm 401(k) Plan; Jack'S Family Restaurants/Sfm 401K Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,815	$17.1 million	Empower
2023	3,533	$15.9 million	Empower
2022	3,193	$14.2 million	Plexus Financial Services
2021	2,913	$17.7 million	Empower
2020	3,171	$15.5 million	MassMutual
2019	6,464	$13.5 million	MassMutual
2018	5,194	$11.5 million	MassMutual
2017	4,358	$12.5 million	MassMutual
2016	6,121	$10.7 million	MassMutual
2015	4,100	$9.5 million	MassMutual
2014	1,774	$9.4 million	MassMutual
2013	1,782	$8.3 million	MassMutual
2012	1,491	$6.8 million	Hartford Retirement Services
2011	1,357	$5.9 million	not listed
2010	1,527	$5.5 million	not listed
2009	1,186	$4.8 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Jack'S Family Restaurants/Sfm 401K. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((205) 201-7834). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Jack'S Family Restaurants/Sfm 401K

If you had money in one of these plans

What these numbers are

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