Other · DOL Form 5500 · 2022

Jewish Community of Louisville, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
103
Participants Small participant base
44th
Percentile by assets National rank
$34,367
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of Jewish Community of Louisville, Inc. · Sponsored by Jewish Community of Louisville, Inc. · Kentucky · Healthcare & Social Assistance

$4M in assets, 103 participants

Jewish Community of Louisville, Inc.'s 403(b) Thrift Plan of Jewish Community of Louisville, Inc. reported $4M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,626 in Healthcare & Social Assistance (20,060 peers)

Coverage in Kentucky

403(b) Thrift Plan of Jewish Community of Louisville, Inc. covers 103 participants in Kentucky, about 16% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#9,626
in Healthcare & Social Assistance (20,060 peers)
-15.6%
assets change YoY

The plan reported a net loss of $652K 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 Community of Louisville, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Jewish Community of Louisville, Inc. vs every filed plan by assets

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

$3,539,804 44th percentile higher than 44% 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 Jewish Community of Louisville, 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 Jewish Community of Louisville, Inc. sits mid-pack in the medium band (103 participants).

EBSA filing schedule strip

Filing strip 610444765 · Jewish Community of Louisville, Inc. PY 2022 · Other

403(b) Thrift Plan of Jewish Community of Louisville, Inc. · $4M · 103 · 44th

  • 5500 $4M
  • 5500 103
  • 5500 44th
  • 5500 Other
  • 5500 near Behavioral Health Resources Retirement Plan
  • 5500 ind #9626

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 Kentucky →

403(b) Thrift Plan of Jewish Community of Louisville, Inc. in the asset neighbourhood

403(b) Thrift Plan of Jewish Community of Louisville, Inc.403(b) Thrift Plan of Jewish…$4MBehavioral Health Resources Retirement PlanBehavioral Health Resources …$4MNeighborhood Health Clinics, Inc. 403(b) PlanNeighborhood Health Clinics,…$4MMountain Projects, Inc. Tax Deferred Annuity PlanMountain Projects, Inc. Tax …$4MSfsl Affiliates 403(b) Retirement PlanSfsl Affiliates 403(b) Retir…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of Jewish Community of Louisville, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$652K
Employer EIN610444765
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Community of Louisville, Inc.)

Sponsor-wide plan assets over time

All Jewish Community of Louisville, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.629065338080865% vs 2022
2024 filing year
$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.54M $3.85M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 103 $4M
2023 1 125 $4M
2024 1 354 $4M

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Jewish Community of Louisville, Inc. vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants 403(b) Thrift Plan of Jewish Community of Louisville, Inc., Total assets ($B): 0.003539804 · Participants: 103403(b) Thrift Plan of Jewish Community of Louisville, Inc.Norton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.451656853 · Participants: 17896Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.070436561 · Participants: 21780Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.418333564 · Participants: 3424Electrical Workers Local 369 Retirement FundKing's Daughters' Medical Center Matching Contribution Plan, Total assets ($B): 0.180410127 · Participants: 4594King's Daughters' Medical Center Matching Contribution PlanEmh Retirement Savings Plan, Total assets ($B): 0.156189306 · Participants: 1630Emh Retirement Savings Plan
403(b) Thrift Plan of Jewish Community of Louisville, Inc. vs. nearby Other plans in Kentucky, assets vs. participants
Compare 403(b) Thrift Plan of Jewish Community of Louisville, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Jewish Community of Louisville, Inc.'s out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Behavioral Health Resources Retirement Plan in WA ($4M); by covered participants it is Food & Water Watch 403(b) Retirement Plan in DC (103 participants). Same-state nearby plans are listed separately above.

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 Jewish Community of Louisville, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Jewish Community of Louisville, Inc. declined sharply - down 15.6% during 2022, from $4M to $4M. Reported net income was -$652K.
How have Jewish Community of Louisville, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Community of Louisville, Inc.'s sponsor-wide assets grew 8.6%, from $4M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of Jewish Community of Louisville, Inc.? ▼
Among Other plans in other states, the closest by assets is Behavioral Health Resources Retirement Plan in WA ($4M, 158 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Jewish Community of Louisville, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Food & Water Watch 403(b) Retirement Plan in DC (103 participants, $10M 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 610444765.

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.