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Original filing (PDF)20251015165744NAL0006986688001
JACOBS ENGINEERING GROUP, INC.
Form 5500
FILING_RECEIVED
JACOBS CONSOLIDATED PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
408
Accounts w/ balance
—
Plan assets (EOY)
$186.9M
Net assets (EOY)
$186.9M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 32 bps in Schedule C fees — 225% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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 SUITE 1200 · DALLAS, TX · 75201
Phone
(214) 638-0145
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
JACOBS ENGINEERING GROUP, INC.
EIN
95-4081636
City
PASADENA, CA
Phone
(626) 578-3500
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-12-31
Tax period
2024-12-30
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CULLEN CAPITAL MANAGEMENT, LLC | — | NEW YORK, NY | INVESTMENT MANAGEMENT | $5K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | TRUSTEE | $215K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | AUDITOR | $68K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $271K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IVINS PHILLIP & BARKER | 52-1229560 | — | LEGAL | $48K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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