401(k) · DOL Form 5500 · 2022

Evelyn Rubenstein Jewish Commu 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
318
Participants Below avg headcount
63rd
Percentile by assets National rank
$28,271
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas · Sponsored by Evelyn Rubenstein Jewish Commu · Texas · Healthcare & Social Assistance

$9M in assets, 318 participants

Evelyn Rubenstein Jewish Commu's 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas reported $9M in total assets and 318 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,720 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas covers 318 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#13,720
in Healthcare & Social Assistance (20,060 peers)
-18.1%
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 for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas vs every filed plan by assets

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

$8,990,197 Top 37% higher than 63% 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 for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas 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 for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas sits mid-pack in the medium band (318 participants).

EBSA filing schedule strip

Filing strip 741198298 · Evelyn Rubenstein Jewish Commu PY 2022 · 401(k)

403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas · $9M · 318 · 63rd

  • TYPE $9M
  • NET 318
  • BOOK 63rd
  • VS-ST 401(k)
  • BOY near Bill Grays, Inc. 401(k) Plan
  • SCH ind #13720

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 Texas →

403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas in the asset neighbourhood

403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas403(b) Thrift Plan for Emplo…$9MBill Grays, Inc. 401(k) Plan$9MBuilding Industry Association 401(k) PlanBuilding Industry Associatio…$9MSavoy Medical Center 401(k) PlanSavoy Medical Center 401(k) …$9MAssurance Savings Plan$9M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN741198298
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evelyn Rubenstein Jewish Commu)

Sponsor-wide plan assets over time

All Evelyn Rubenstein Jewish Commu plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.7538350939362% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.99M $12.8M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 318 $9M
2023 1 339 $11M
2024 1 219 $13M

Nearby 401(k) Plans in Texas

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

403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas, Total assets ($B): 0.008990197 · Participants: 318403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, TexasAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas vs. nearby 401(k) plans in Texas, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bill Grays, Inc. 401(k) Plan in NY ($9M); by covered participants it is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (318 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 for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas assets move in 2022? ▼
403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas declined sharply - down 18.1% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Evelyn Rubenstein Jewish Commu plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evelyn Rubenstein Jewish Commu's sponsor-wide assets grew 42.8%, from $9M to $13M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas? ▼
Among 401(k) plans in other states, the closest by assets is Bill Grays, Inc. 401(k) Plan in NY ($9M, 317 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas? ▼
Among 401(k) plans in other states, the closest by covered participants is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants, $160K 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 741198298.

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.