401(k) · DOL Form 5500 · 2022

Donna Klein Jewish Academy, in 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
132
Participants Small participant base
62nd
Percentile by assets National rank
$65,189
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. · Sponsored by Donna Klein Jewish Academy, in · Florida · Other Services

$9M in assets, 132 participants

Donna Klein Jewish Academy, in's 403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. reported $9M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,529 in Other Services (8,398 peers)

Coverage in Florida

403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. covers 132 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#6,529
in Other Services (8,398 peers)
-22.1%
assets change YoY

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.

403(b) Thrift Plan of Donna Klein Jewish Academy, Inc.'s mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. vs every filed plan by assets

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

$8,604,966 Top 38% higher than 62% 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

403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. 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. 403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. sits mid-pack in the medium band (132 participants).

Form 5500 schedule snapshot

Filing strip 651129890 · Donna Klein Jewish Academy, in PY 2022 · 401(k)

403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. · $9M · 132 · 62nd

  • VS-ST $9M
  • BOY 132
  • SCH 62nd
  • EBSA 401(k)
  • PART near Lumos Pharma, Inc. 401(k) Plan
  • TYPE ind #6529

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 Florida →

403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. in the asset neighbourhood

Lumos Pharma, Inc. 401(k) PlanLumos Pharma, Inc. 401(k) Pl…$9MOutdoor Research, LLC 401(k) Retirement Savings PlanOutdoor Research, LLC 401(k)…$9M403(b) Thrift Plan of Donna Klein Jewish Academy, Inc.403(b) Thrift Plan of Donna …$9MPerk-Up, Inc. 401(k) Plan$9MGlobus Printing & Packaging, Inc. Profit Sharing 401(k) PlanGlobus Printing & Packaging,…$9M
End-of-year total assets ($M) among 403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN651129890
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donna Klein Jewish Academy, in)

Sponsor-wide plan assets over time

All Donna Klein Jewish Academy, in plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.212022220657236% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.6M $10M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 132 $9M
2023 1 174 $10M
2024 1 189 $10M

Nearby 401(k) Plans in Florida

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

403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Donna Klein Jewish Academy, Inc., Total assets ($B): 0.008604966 · Participants: 132403(b) Thrift Plan of Donna Klein Jewish Academy, Inc.L3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare 403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Donna Klein Jewish Academy, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lumos Pharma, Inc. 401(k) Plan in IA ($9M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Donna Klein Jewish Academy, Inc. declined sharply - down 22.1% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Donna Klein Jewish Academy, in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donna Klein Jewish Academy, in's sponsor-wide assets grew 16.2%, from $9M to $10M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Donna Klein Jewish Academy, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Lumos Pharma, Inc. 401(k) Plan in IA ($9M, 31 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Donna Klein Jewish Academy, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M 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 651129890.

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.