· 2022–2024 · DOL EFAST2

Jackson Funeral Homes, Inc. — Joe Jackson Heights, Form 5500 (2025)

Original filing (PDF)20260708180913NAL0021133249001

Jackson Funeral Homes, Inc.

Form 5500-SF

FILING_RECEIVED

Joe Jackson Heights Funeral Chapels Retirement Savings Plan

401(k) retirement plan · Jackson Funeral Homes, Inc.'s Joe Jackson Heights Funeral Chapels Retirement Savings Plan held $1.2M in plan assets for 13 participants in 2025.

Active participants

13

Accounts w/ balance

11

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

45

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACKSON FUNERAL HOMES, INC..

Plan sponsor

Name

JACKSON FUNERAL HOMES, INC.

EIN

74-1698096all filings

Address

1410 JACAMAN RD · LAREDO, TX · 78041

Phone

(956) 722-8850

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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Cargain Funeral Homes, Inc.

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Groce Funeral Home, Inc.

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Donald E. Lewis Funeral Home, Inc.

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