401(k)
2022 plan-year 401(k) DOL Form 5500

403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

YOUNGSTOWN AREA JEWISH FEDERATION

This 401(k) plan holds $8M in total assets and serves 285 participants as of 2022. It is sponsored by YOUNGSTOWN AREA JEWISH FEDERATION in Ohio. The plan reported a net loss of $915K for the year.

Total Assets (2023)
$8M
Participants
285
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION

403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION is a 401(k) retirement plan sponsored by YOUNGSTOWN AREA JEWISH FEDERATION, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 285 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 340714442, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2022 to $8M at year-end — a decline of 10.0%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-914,770 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$-914,770
Plan Type401(k)
Employer EIN340714442
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (YOUNGSTOWN AREA JEWISH FEDERATION)

Year Plans Participants Total Assets
2022 1 285 $8M
2023 1 364 $8M
2024 1 346 $6M

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Frequently Asked Questions

How much money is in the 403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION?
As of the 2022 Form 5500 filing, 403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION holds $8M in total assets with 285 participants. It is sponsored by YOUNGSTOWN AREA JEWISH FEDERATION.
What type of plan is 403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION?
403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION is a 401(k) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 340714442.
Who sponsors the 403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION?
403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION is sponsored by YOUNGSTOWN AREA JEWISH FEDERATION, located in Ohio. The sponsor's EIN is 340714442 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION perform in 2022?
403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION declined by 10.0% during 2022, moving from $9M to $8M in total assets. Net income was $-914,770.
Where can I find official filings for 403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION?
Official Form 5500 filings for 403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 340714442 or plan name at efast.dol.gov.
How does 403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION compare to other plans?
You can compare 403(B) THRIFT PLAN OF YOUNGSTOWN AREA JEWISH FEDERATION against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 340714442.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.