Assets by plan
Share of aggregate retirement assets
Filings through .
Barker Phillips Jackson, Inc.
EIN 43-0907174insuranceLatest filing 2025
Plans
2
Retirement
2
$52.9M assets
Health & Benefits
0
Participants
166
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $52.9M assets / 166 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$49.5M
Participants85
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BARKER PHILLIPS JACKSON, INC. EMPLOYEES 401(K) PLAN
401(k)
Assets$3.5M
Participants81
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $49.5M | 85 | 2025 |
| #002 | BARKER PHILLIPS JACKSON, INC. EMPLOYEES 401(K) PLAN | 401(k) | $3.5M | 81 | 2025 |
- #001 · ESOP · 202585
- #002 · 401(k) · 202581
Retirement plans