Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

403(b) Thrift Plan of the Josselyn Center, Nfp

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

Sponsored by The Josselyn Center, Nfp Β· Illinois Β· Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan of the Josselyn Center, Nfp holds $2M for 140 participants - about $12,058 per participant, up 73.0% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
140
covered participants
$12,058
avg assets per participant
+73.0%
assets growth YoY
Total Assets (2023)
$2M
Participants
140
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan of the Josselyn Center, Nfp

403(b) Thrift Plan of the Josselyn Center, Nfp is a Profit Sharing retirement plan sponsored by The Josselyn Center, Nfp, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 140 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 362217996, and the plan has been effective since 1997-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $976K at the beginning of 2022 to $2M at year-end β€” a gain of 73.0%. Net assets (after liabilities) closed the year at $2M, with reported net income of $712K 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 β€” 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)$976K
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$712K
Plan TypeProfit Sharing
Employer EIN362217996
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Josselyn Center, Nfp)

Year Plans Participants Total Assets
2022 1 140 $2M
2023 1 211 $3M
2024 1 266 $4M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan of the Josselyn Center, Nfp?
As of the 2022 Form 5500 filing, 403(b) Thrift Plan of the Josselyn Center, Nfp holds $2M in total assets with 140 participants. It is sponsored by The Josselyn Center, Nfp.
What type of plan is 403(b) Thrift Plan of the Josselyn Center, Nfp?
403(b) Thrift Plan of the Josselyn Center, Nfp is a Profit Sharing plan. It has been effective since 1997-07-01. The plan is filed with the U.S. Department of Labor under EIN 362217996.
Who sponsors the 403(b) Thrift Plan of the Josselyn Center, Nfp?
403(b) Thrift Plan of the Josselyn Center, Nfp is sponsored by The Josselyn Center, Nfp, located in Illinois. The sponsor's EIN is 362217996 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan of the Josselyn Center, Nfp perform in 2022?
403(b) Thrift Plan of the Josselyn Center, Nfp grew by 73.0% during 2022, moving from $976K to $2M in total assets. Net income was $712K.
Where can I find official filings for 403(b) Thrift Plan of the Josselyn Center, Nfp?
Official Form 5500 filings for 403(b) Thrift Plan of the Josselyn Center, Nfp are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362217996 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan of the Josselyn Center, Nfp compare to other plans?
You can compare 403(b) Thrift Plan of the Josselyn Center, Nfp against other Profit Sharing plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 362217996.

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

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

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.