Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Jewish Family and Children's Services 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jewish Family and Children's Services · California · Healthcare & Social Assistance

What the 2023 filing shows

Jewish Family and Children's Services 403(b) Plan holds $25M for 508 participants — about $48,548 per participant, down 13.7% over the 2022 plan year.

$25M
total plan assets (2022 EOY)
508
covered participants
$48,548
avg assets per participant
-13.7%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$25M
Participants
508
State
Industry
Healthcare & Social Assistance

What the Filing Says About Jewish Family and Children's Services 403(b) Plan

Jewish Family and Children's Services 403(b) Plan is a Profit Sharing retirement plan sponsored by Jewish Family and Children's Services, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 508 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 941156528, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2022 to $25M at year-end — a decline of 13.7%. Net assets (after liabilities) closed the year at $25M, with reported net income of $-3,925,230 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$29M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$-3,925,230
Plan TypeProfit Sharing
Employer EIN941156528
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Family and Children's Services)

Year Plans Participants Total Assets
2022 1 508 $25M
2023 1 496 $30M
2024 1 498 $35M

Nearby Profit Sharing Plans in California

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

Frequently Asked Questions

How much money is in the Jewish Family and Children's Services 403(b) Plan?
As of the 2022 Form 5500 filing, Jewish Family and Children's Services 403(b) Plan holds $25M in total assets with 508 participants. It is sponsored by Jewish Family and Children's Services.
What type of plan is Jewish Family and Children's Services 403(b) Plan?
Jewish Family and Children's Services 403(b) Plan is a Profit Sharing plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 941156528.
Who sponsors the Jewish Family and Children's Services 403(b) Plan?
Jewish Family and Children's Services 403(b) Plan is sponsored by Jewish Family and Children's Services, located in California. The sponsor's EIN is 941156528 and the plan operates in the Healthcare & Social Assistance industry.
How did Jewish Family and Children's Services 403(b) Plan perform in 2022?
Jewish Family and Children's Services 403(b) Plan declined by 13.7% during 2022, moving from $29M to $25M in total assets. Net income was $-3,925,230.
Where can I find official filings for Jewish Family and Children's Services 403(b) Plan?
Official Form 5500 filings for Jewish Family and Children's Services 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941156528 or plan name at efast.dol.gov.
How does Jewish Family and Children's Services 403(b) Plan compare to other plans?
You can compare Jewish Family and Children's Services 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 941156528.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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