Other · DOL Form 5500 · 2022
Jewish Community Foundation of Orange County Retirement Plan
Data updated 2026-08-25
- $416K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $83,189
- Avg per participant Below avg balance/head
Official DOL plan name: Jewish Community Foundation of Orange County · Sponsored by Jewish Community Foundation of Orange County · California · Other Services
$416K in assets, 5 participants
Jewish Community Foundation of Orange County's Jewish Community Foundation of Orange County reported $416K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.
- #2,988 in Other Services (8,398 peers)
What the 2022 filing shows
Jewish Community Foundation of Orange County holds $416K for 5 participants - about $83,189 per participant, among the smaller plans by assets on file.
- #2,988
- in Other Services (8,398 peers)
- -5.7%
- assets change YoY
The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jewish Community Foundation of Orange County among the smaller filed plans by assets
Jewish Community Foundation of Orange County vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$415,947 17th percentile higher than 17% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jewish Community Foundation of Orange County among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jewish Community Foundation of Orange County is a micro filing (5 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 953645825 · Jewish Community Foundation of Orange County PY 2022 · Other
Jewish Community Foundation of Orange County · $416K · 5 · 17th
- BOY $416K
- BOY 5
- BOY 17th
- BOY Other
- BOY near January Baby Cakes, Inc. 401(k) Profit 47-4013999
- BOY ind #2988
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 Other Services retirement plans → · Plans in California →
Jewish Community Foundation of Orange County in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $441K |
|---|---|
| Net Assets (End of Year) | $416K |
| Net Income | -$25K |
| Employer EIN | 953645825 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Jewish Community Foundation of Orange County's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is January Baby Cakes, Inc. 401(k) Profit 47-4013999 in TX ($415K); by covered participants it is Associated Medical Schools of New York Defined Contribution Plan in NY (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($416K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.