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Original filing (PDF)20251020143231NAL0000699057001
JACOBS ENGINEERING GROUP INC.
Form 5500
FILING_RECEIVED
JACOBS 401(K) PLUS SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
16,218
Accounts w/ balance
28,758
Plan assets (EOY)
$6.4B
Net assets (EOY)
$6.4B
How this plan invests
This plan
18 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACOBS ENGINEERING GROUP INC..
Plan sponsor
Name
JACOBS ENGINEERING GROUP INC.
EIN
95-4081636
Address
1999 BRYAN STREET · STE 1200 · DALLAS, TX · 75201
Phone
(626) 578-3500
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-20
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $913K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $501K | — |
| IVINS, PHILLIPS & BARKER | 52-1229560 | — | NONE | $143K | — |
| ERNST & YOUNG US LLP | 34-6565596 | — | NONE | $78K | — |
| ANGELES INVESTMENT ADVISORS, LLC | 95-4839031 | — | NONE | $69K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $56K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $41K | — |
Investments
26 direct securities · 18 pooled funds· $9.1B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.5B
26 holdings
Common Collective Trust
$4.3B
17 holdings
Master Trust
$354.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $934.8M | 14.7% | |
| Vanguard | — | — | — | $462.4M | 7.2% | |
| VFTC TARGET RET 2035 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $462.4M | 7.2% | |
| Vanguard | — | — | — | $419.2M | 6.6% | |
| VFTC TARGET RET 2030 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $419.2M | 6.6% | |
| Vanguard | — | — | — | $408.6M | 6.4% | |
| VFTC TARGET RET 2025 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $408.6M | 6.4% | |
| Vanguard | — | — | — | $406.0M | 6.4% | |
| JACOBS ENGINEER GRP INC MASTER TR JACOBS ENGINEERING GROUP, INC. · EIN 95-4081636 / PN 007 | Master Trust | — | — | $354.6M | 5.6% | |
| Vanguard | — | — | — | $338.2M | 5.3% | |
| VFTC TARGET RET 2040 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $338.2M | 5.3% | |
| VANGUARD INST TTL BOND MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $301.3M | 4.7% | |
| Vanguard | — | — | — | $286.0M | 4.5% | |
| VFTC TARGET RET 2045 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $286.0M | 4.5% | |
| Vanguard | — | — | — | $284.0M | 4.5% | |
| Vanguard | — | — | — | $253.7M | 4.0% | |
| VFTC RETIREMENTS SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 001 | Common Collective Trust | — | — | $253.7M | 4.0% | |
| Dodge & Cox | — | — | — | $217.8M | 3.4% | |
| Vanguard | — | — | — | $201.5M | 3.2% | |
| Vanguard | — | — | — | $175.3M | 2.7% | |
| VFTC TARGET RET 2020 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $175.3M | 2.7% | |
| Vanguard | — | — | — | $171.1M | 2.7% | |
| Vanguard | — | — | — | $167.6M | 2.6% | |
| VFTC TARGET RET 2050 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $167.6M | 2.6% | |
| Vanguard | — | — | — | $163.9M | 2.6% | |
| VANGUARD INST TTL INTER STK MRKT TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $162.8M | 2.6% | |
| Vanguard | — | — | — | $127.1M | 2.0% | |
| VFTC TARGET RET INCOME TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $127.1M | 2.0% | |
| Vanguard | — | — | — | $117.3M | 1.8% | |
| VFTC TARGET RET 2055 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $117.3M | 1.8% | |
| Dodge & Cox | — | — | — | $115.2M | 1.8% | |
| Vanguard | — | — | — | $68.2M | 1.1% | |
| VFTC TARGET RET 2060 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $68.2M | 1.1% | |
| Vanguard | — | — | — | $46.0M | 0.7% | |
| Participants' loans | — | — | — | $32.2M | 0.5% | |
| Baird | — | — | — | $26.2M | 0.4% | |
| Vanguard | — | — | — | $24.1M | 0.4% | |
| Vanguard | — | — | — | $23.0M | 0.4% | |
| VFTC TARGET RET 2065 TRUST SELECT VANGAURD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $23.0M | 0.4% | |
| Vanguard | — | — | — | $5.1M | <0.1% | |
| Vanguard | — | — | — | $3.0M | <0.1% | |
| VFTC TGT RET INC GRO TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6429754 / PN 001 | Common Collective Trust | — | — | $3.0M | <0.1% | |
| Vanguard | — | — | — | $1.6M | <0.1% | |
| VFTC TARGET RET 2070 TRUST SELECT VANGAURD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $1.6M | <0.1% |