Other · DOL Form 5500 · 2022

Hebrew Home for the Aged Disabled Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
262
Participants Below avg headcount
72nd
Percentile by assets National rank
$56,685
Avg per participant Low balance/head
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Official DOL plan name: Jewish Home of San Francisco 403(b) Plan · Sponsored by Hebrew Home for the Aged Disabled · California · Healthcare & Social Assistance

$15M in assets, 262 participants

Hebrew Home for the Aged Disabled's Jewish Home of San Francisco 403(b) Plan reported $15M in total assets and 262 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,418 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Jewish Home of San Francisco 403(b) Plan covers 262 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $15M.

#15,418
in Healthcare & Social Assistance (20,060 peers)
-12.4%
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.

Jewish Home of San Francisco 403(b) Plan's outsized position by total assets

Jewish Home of San Francisco 403(b) Plan vs every filed plan by assets

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

$14,851,435 Top 28% higher than 72% 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 Home of San Francisco 403(b) 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 Home of San Francisco 403(b) Plan sits mid-pack in the medium band (262 participants).

Published 5500 schedule card

Filing strip 940545320 · Hebrew Home for the Aged Disabled PY 2022 · Other

Jewish Home of San Francisco 403(b) Plan · $15M · 262 · 72nd

  • PART $15M
  • TYPE 262
  • NET 72nd
  • BOOK Other
  • VS-ST near North Range Behavioral Retirement Plan
  • BOY ind #15418

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 California →

Jewish Home of San Francisco 403(b) Plan in the asset neighbourhood

Jewish Home of San Francisco 403(b) PlanJewish Home of San Francisco…$15MNorth Range Behavioral Retirement PlanNorth Range Behavioral Retir…$15MThe Notre Dame Preparatory School Tax Deferred Annuity PlanThe Notre Dame Preparatory S…$15MEvara Health Retirement Plan$15M403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.403(b) Thrift Plan for Goodw…$15M
End-of-year total assets ($M) among Jewish Home of San Francisco 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN940545320
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hebrew Home for the Aged Disabled)

Sponsor-wide plan assets over time

All Hebrew Home for the Aged Disabled plans reported in each filing year

Latest sponsor-wide plan assets
$24M 61.72295135116573% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.9M $24M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 262 $15M
2023 1 700 $23M
2024 1 802 $24M

Nearby Other Plans in California

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

Jewish Home of San Francisco 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Jewish Home of San Francisco 403(b) Plan, Total assets ($B): 0.014851435 · Participants: 262Jewish Home of San Francisco 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Jewish Home of San Francisco 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Jewish Home of San Francisco 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is North Range Behavioral Retirement Plan in CO ($15M); by covered participants it is Citizen Schools, Inc. 403(b) Retirement Plan in MA (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Home of San Francisco 403(b) Plan assets move in 2022?
Jewish Home of San Francisco 403(b) Plan pulled back noticeably - down 12.4% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Hebrew Home for the Aged Disabled plan assets changed over time?
Across 3 plan years on file (2022-2024), Hebrew Home for the Aged Disabled's sponsor-wide assets grew 61.7%, from $15M to $24M.
Which Other plans are similar in size to Jewish Home of San Francisco 403(b) Plan?
Among Other plans in other states, the closest by assets is North Range Behavioral Retirement Plan in CO ($15M, 503 participants).
Which Other plans cover a similar participant headcount to Jewish Home of San Francisco 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Citizen Schools, Inc. 403(b) Retirement Plan in MA (262 participants, $5M in assets).