Other · DOL Form 5500 · 2022
Jewish Federation of Greater Long Beach West Orange County Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $261,096
- Avg per participant Above avg balance/head
Official DOL plan name: 403(b) Thrift Plan of Jewish Federation of Greater Long Beach West Orange County · Sponsored by Jewish Federation of Greater Long Beach West Orange County · California · Other Services
$4M in assets, 15 participants
Jewish Federation of Greater Long Beach West Orange County's 403(b) Thrift Plan of Jewish Federation of Greater Long Beach West Orange County reported $4M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #5,545 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, 403(b) Thrift Plan of Jewish Federation of Greater Long Beach West Orange County ranks #5,545 of 8,398 2022 filers by assets (512% of the sector average)-$4M for 15 participants.
- #5,545
- in Other Services (8,398 peers)
- +113.3%
- assets growth YoY
The plan reported a net loss of $837K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Jewish Federation of Greater Long Beach West Orange County's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Jewish Federation of Greater Long Beach West Orange County vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,916,446 46th percentile higher than 46% 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
403(b) Thrift Plan of Jewish Federation of Greater Long Beach West Orange County among smaller 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 Jewish Federation of Greater Long Beach West Orange County is a small filing (15 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 951647830 · Jewish Federation of Greater Long Beach West Orange County PY 2022 · Other
403(b) Thrift Plan of Jewish Federation of Greater Long Beach West Orange County · $4M · 15 · 46th
- EIN $4M
- RANK 15
- PHOTO 46th
- IND Other
- EOY near Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust
- 5500 ind #5545
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 →
403(b) Thrift Plan of Jewish Federation of Greater Long Beach West Orange County in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$837K |
| Employer EIN | 951647830 |
| Plan Effective Date | 2005-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish Federation of Greater Long Beach West Orange County)
Sponsor-wide plan assets over time
All Jewish Federation of Greater Long Beach West Orange County plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.710884817510568% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $4M |
| 2023 | 1 | 132 | $4M |
| 2024 | 1 | 152 | $5M |
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
403(b) Thrift Plan of Jewish Federation of Greater Long Beach West Orange County's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust in NY ($4M); by covered participants it is 10/33 Ambulance Service 403(b) Plan in IL (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.