401(k) · DOL Form 5500 · 2022

Jewish Senior Life 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
775
Participants Near avg headcount
76th
Percentile by assets National rank
$23,959
Avg per participant Low balance/head
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Official DOL plan name: Jewish Senior Life 401(k) Retirement Plan · Sponsored by Jewish Senior Life · New York · Healthcare & Social Assistance

$19M in assets, 775 participants

Jewish Senior Life's Jewish Senior Life 401(k) Retirement Plan reported $19M in total assets and 775 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,049 in Healthcare & Social Assistance (20,060 peers)

Where Jewish Senior Life 401(k) Retirement Plan sits by assets

Jewish Senior Life 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $19M for 775 participants (~$23,959/participant), down 11.5% in 2022.

#16,049
in Healthcare & Social Assistance (20,060 peers)
-11.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jewish Senior Life 401(k) Retirement Plan's outsized position by total assets

Jewish Senior Life 401(k) Retirement Plan vs every filed plan by assets

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

$18,568,580 Top 24% higher than 76% 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 Senior Life 401(k) Retirement 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 Senior Life 401(k) Retirement Plan sits mid-pack in the medium band (775 participants).

Published 5500 schedule card

Filing strip 223409164 · Jewish Senior Life PY 2022 · 401(k)

Jewish Senior Life 401(k) Retirement Plan · $19M · 775 · 76th

  • BOY $19M
  • BOY 775
  • BOY 76th
  • BOY 401(k)
  • BOY near Lawrence County Family Clinic, PA Profit Sharing Plan and Trust
  • BOY ind #16049

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 New York →

Jewish Senior Life 401(k) Retirement Plan in the asset neighbourhood

Jewish Senior Life 401(k) Retirement PlanJewish Senior Life 401(k) Re…$19MLawrence County Family Clinic, PA Profit Sharing Plan and TrustLawrence County Family Clini…$19MKoonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings PlanKoonz, Mckenney, Johnson & D…$19MDrift Inc. Retirement Savings PlanDrift Inc. Retirement Saving…$19MSma America 401(k) Plan$19M
End-of-year total assets ($M) among Jewish Senior Life 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN223409164
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Senior Life)

Sponsor-wide plan assets over time

All Jewish Senior Life plans reported in each filing year

Latest sponsor-wide plan assets
$26M 40.942899241622136% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $26.2M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 775 $19M
2023 1 835 $23M
2024 1 883 $26M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jewish Senior Life 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jewish Senior Life 401(k) Retirement Plan, Total assets ($B): 0.01856858 · Participants: 775Jewish Senior Life 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Jewish Senior Life 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jewish Senior Life 401(k) Retirement Plan side-by-side with 3 peers →

Jewish Senior Life 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lawrence County Family Clinic, PA Profit Sharing Plan and Trust in AR ($19M); by covered participants it is Bruce Packing Co., Inc. 401(k) Profit Sharing Plan in OR (775 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (775 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 Senior Life 401(k) Retirement Plan assets move in 2022? ▼
Jewish Senior Life 401(k) Retirement Plan pulled back noticeably - down 11.5% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Jewish Senior Life plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Senior Life's sponsor-wide assets grew 40.9%, from $19M to $26M.
Where does Jewish Senior Life 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Jewish Senior Life 401(k) Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jewish Senior Life 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lawrence County Family Clinic, PA Profit Sharing Plan and Trust in AR ($19M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Jewish Senior Life 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bruce Packing Co., Inc. 401(k) Profit Sharing Plan in OR (775 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 223409164.

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.