Other · DOL Form 5500 · 2022

Jewish National Fund, Inc. Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
197
Participants Below avg headcount
83rd
Percentile by assets National rank
$159,728
Avg per participant Above avg balance/head
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Official DOL plan name: Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan · Sponsored by Jewish National Fund, Inc. · New York · Other Services

$31M in assets, 197 participants

Jewish National Fund, Inc.'s Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan reported $31M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,704 in Other Services (8,398 peers)

Coverage in New York

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan covers 197 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $31M.

#7,704
in Other Services (8,398 peers)
-12.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan's outsized position by total assets

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan vs every filed plan by assets

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

$31,466,329 Top 17% higher than 83% 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

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan 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. Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan sits mid-pack in the medium band (197 participants).

EBSA filing schedule strip

Filing strip 131659627 · Jewish National Fund, Inc. PY 2022 · Other

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan · $31M · 197 · 83rd

  • SCH $31M
  • SCH 197
  • SCH 83rd
  • SCH Other
  • SCH near Chestnut Hill College 403(b) DC
  • SCH ind #7704

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 New York →

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan in the asset neighbourhood

National Institute of Aerospace Associates Defined Contribution and Tda PlanNational Institute of Aerosp…$32MAtlanta International School Defined Contribution PlanAtlanta International School…$32MChestnut Hill College 403(b) DCChestnut Hill College 403(b)…$31MJewish National Fund 403(b) ERISA Tax Sheltered Annuity PlanJewish National Fund 403(b) …$31MAscd Defined Contribution PlanAscd Defined Contribution Pl…$31M
End-of-year total assets ($M) among Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN131659627
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish National Fund, Inc.)

Sponsor-wide plan assets over time

All Jewish National Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 46.59594069584666% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.5M $46.1M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 197 $31M
2023 1 205 $39M
2024 1 228 $46M

Nearby Other Plans in New York

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

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan, Total assets ($B): 0.031466329 · Participants: 197Jewish National Fund 403(b) ERISA Tax Sheltered Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan side-by-side with 3 peers →

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Chestnut Hill College 403(b) DC in PA ($31M); by covered participants it is Wyoming Seminary Defined Contribution Retirement Plan in PA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan assets move in 2022? ▼
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan pulled back noticeably - down 12.3% during 2022, from $36M to $31M. Reported net income was -$4M.
How have Jewish National Fund, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish National Fund, Inc.'s sponsor-wide assets grew 46.6%, from $31M to $46M.
Where does Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Chestnut Hill College 403(b) DC in PA ($31M, 257 participants).
Which Other plans cover a similar participant headcount to Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Wyoming Seminary Defined Contribution Retirement Plan in PA (197 participants, $45M 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 131659627.

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.