Other · DOL Form 5500 · 2022

The Josselyn Center, Nfp Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
140
Participants Small participant base
31st
Percentile by assets National rank
$12,058
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of the Josselyn Center, Nfp · Sponsored by The Josselyn Center, Nfp · Illinois · Healthcare & Social Assistance

$2M in assets, 140 participants

The Josselyn Center, Nfp's 403(b) Thrift Plan of the Josselyn Center, Nfp reported $2M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,251 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

403(b) Thrift Plan of the Josselyn Center, Nfp covers 140 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $2M.

#6,251
in Healthcare & Social Assistance (20,060 peers)
+73.0%
assets growth YoY

403(b) Thrift Plan of the Josselyn Center, Nfp among the smaller filed plans by assets

403(b) Thrift Plan of the Josselyn Center, Nfp vs every filed plan by assets

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

$1,688,180 31st percentile higher than 31% 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 the Josselyn Center, Nfp 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 the Josselyn Center, Nfp sits mid-pack in the medium band (140 participants).

EBSA filing schedule strip

Filing strip 362217996 · The Josselyn Center, Nfp PY 2022 · Other

403(b) Thrift Plan of the Josselyn Center, Nfp · $2M · 140 · 31st

  • BOOK $2M
  • BOOK 140
  • BOOK 31st
  • BOOK Other
  • BOOK near Global Concepts Charter School 403(b) Plan
  • BOOK ind #6251

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 Illinois →

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

403(b) Thrift Plan of the Josselyn Center, Nfp403(b) Thrift Plan of the Jo…$2MGlobal Concepts Charter School 403(b) PlanGlobal Concepts Charter Scho…$2MChildren's Home of Northern Kentucky 403(b) PlanChildren's Home of Northern …$2MEmployee Benefit Plan of Tri-County Community Action, Inc.Employee Benefit Plan of Tri…$2MJackson Medical Mall Foundation 403(b) PlanJackson Medical Mall Foundat…$2M
End-of-year total assets ($M) among 403(b) Thrift Plan of the Josselyn Center, Nfp and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$976K
Net Assets (End of Year)$2M
Net Income$712K
Employer EIN362217996
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Josselyn Center, Nfp)

Sponsor-wide plan assets over time

All The Josselyn Center, Nfp plans reported in each filing year

Latest sponsor-wide plan assets
$4M 163.23140897297682% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.69M $4.44M ▲ +162.7%
Year Plans Participants Total Assets
2022 1 140 $2M
2023 1 211 $3M
2024 1 266 $4M

Nearby Other Plans in Illinois

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

403(b) Thrift Plan of the Josselyn Center, Nfp vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of the Josselyn Center, Nfp, Total assets ($B): 0.00168818 · Participants: 140403(b) Thrift Plan of the Josselyn Center, NfpWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement Plan
403(b) Thrift Plan of the Josselyn Center, Nfp vs. nearby Other plans in Illinois, assets vs. participants
Compare 403(b) Thrift Plan of the Josselyn Center, Nfp side-by-side with 3 peers →

403(b) Thrift Plan of the Josselyn Center, Nfp's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Global Concepts Charter School 403(b) Plan in NY ($2M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 of the Josselyn Center, Nfp assets move in 2022? ▼
403(b) Thrift Plan of the Josselyn Center, Nfp surged - up 73.0% during 2022, from $976K to $2M. Reported net income was $712K.
How have The Josselyn Center, Nfp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Josselyn Center, Nfp's sponsor-wide assets grew 163.2%, from $2M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of the Josselyn Center, Nfp? ▼
Among Other plans in other states, the closest by assets is Global Concepts Charter School 403(b) Plan in NY ($2M, 164 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of the Josselyn Center, Nfp? ▼
Among Other plans in other states, the closest by covered participants is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants, $100M 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 362217996.

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.