Profit Sharing · DOL Form 5500 · 2022

Jewish Family Service of Tidewater, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
148
Participants Small participant base
53rd
Percentile by assets National rank
$38,979
Avg per participant Low balance/head
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Official DOL plan name: Jewish Family Service 403b Tax Deferred Annuity Plan · Sponsored by Jewish Family Service of Tidewater, Inc. · Virginia · Healthcare & Social Assistance

$6M in assets, 148 participants

Jewish Family Service of Tidewater, Inc.'s Jewish Family Service 403b Tax Deferred Annuity Plan reported $6M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #11,893 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

Jewish Family Service 403b Tax Deferred Annuity Plan covers 148 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $6M.

#11,893
in Healthcare & Social Assistance (20,060 peers)
-12.3%
assets change YoY

The plan reported a net loss of $806K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jewish Family Service 403b Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jewish Family Service 403b Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,768,866 Top 47% higher than 53% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Jewish Family Service 403b Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jewish Family Service 403b Tax Deferred Annuity Plan sits mid-pack in the medium band (148 participants).

EBSA filing schedule strip

Filing strip 540854002 · Jewish Family Service of Tidewater, Inc. PY 2022 · Profit Sharing

Jewish Family Service 403b Tax Deferred Annuity Plan · $6M · 148 · 53rd

  • EIN $6M
  • EIN 148
  • EIN 53rd
  • EIN Profit Sharing
  • EIN near Stg Partners, LLC 401(k) Plan
  • EIN ind #11893

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Jewish Family Service 403b Tax Deferred Annuity Plan in the asset neighbourhood

Jewish Family Service 403b Tax Deferred Annuity PlanJewish Family Service 403b T…$6MStg Partners, LLC 401(k) Plan$6MNational Raisin Company Employees Profit Sharing PlanNational Raisin Company Empl…$6MFidelity Management Trust Company, Trustee for Northwest Family Dentistry Profit Sharing PlanFidelity Management Trust Co…$6MFirst Nebraska Trust Company Psp & TrustFirst Nebraska Trust Company…$6M
End-of-year total assets ($M) among Jewish Family Service 403b Tax Deferred Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$806K
Employer EIN540854002
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Family Service of Tidewater, Inc.)

Sponsor-wide plan assets over time

All Jewish Family Service of Tidewater, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.886258408498309% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $5.77M $5.2M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 148 $6M
2023 1 143 $5M
2024 1 101 $5M

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jewish Family Service 403b Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jewish Family Service 403b Tax Deferred Annuity Plan, Total assets ($M): 5.768866 · Participants: 148Jewish Family Service 403b Tax Deferred Annuity PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings Plan
Jewish Family Service 403b Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Jewish Family Service 403b Tax Deferred Annuity Plan side-by-side with 3 peers →

Jewish Family Service 403b Tax Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Stg Partners, LLC 401(k) Plan in CA ($6M); by covered participants it is Eskridge Auto Group Profit Sharing Plan in OK (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jewish Family Service 403b Tax Deferred Annuity Plan assets move in 2022? ▼
Jewish Family Service 403b Tax Deferred Annuity Plan pulled back noticeably - down 12.3% during 2022, from $7M to $6M. Reported net income was -$806K.
How have Jewish Family Service of Tidewater, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Family Service of Tidewater, Inc.'s sponsor-wide assets declined 9.9%, from $6M to $5M.
Which Profit Sharing plans are similar in size to Jewish Family Service 403b Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stg Partners, LLC 401(k) Plan in CA ($6M, 43 participants).
Which Profit Sharing plans cover a similar participant headcount to Jewish Family Service 403b Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Eskridge Auto Group Profit Sharing Plan in OK (148 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540854002.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.