401(k) · DOL Form 5500 · 2022

The Jewish Association for Services for the Aged 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
154
Participants Small participant base
70th
Percentile by assets National rank
$85,033
Avg per participant Below avg balance/head
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Official DOL plan name: Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged · Sponsored by The Jewish Association for Services for the Aged · New York · Healthcare & Social Assistance

$13M in assets, 154 participants

The Jewish Association for Services for the Aged's Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged reported $13M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,040 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged covers 154 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $13M.

#15,040
in Healthcare & Social Assistance (20,060 peers)
-17.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged's outsized position by total assets

Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged vs every filed plan by assets

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

$13,095,054 Top 30% higher than 70% 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

Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged 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. Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged sits mid-pack in the medium band (154 participants).

DOL schedule card

Filing strip 132620896 · The Jewish Association for Services for the Aged PY 2022 · 401(k)

Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged · $13M · 154 · 70th

  • NET $13M
  • BOOK 154
  • VS-ST 70th
  • BOY 401(k)
  • SCH near Swarco Mccain, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #15040

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 New York →

Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged in the asset neighbourhood

Taxed Deferred Annuity Plan of the Jewish Association for Services for the AgedTaxed Deferred Annuity Plan …$13MSwarco Mccain, Inc. 401(k) Profit Sharing PlanSwarco Mccain, Inc. 401(k) P…$13MBristol Hospital and Health Care Group 401(k) PlanBristol Hospital and Health …$13MChs Inc. 401(k) Plan for Union Production EmployeesChs Inc. 401(k) Plan for Uni…$13MEdwards Companies 401(k) Savings Plan and TrustEdwards Companies 401(k) Sav…$13M
End-of-year total assets ($M) among Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN132620896
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Jewish Association for Services for the Aged)

Sponsor-wide plan assets over time

All The Jewish Association for Services for the Aged plans reported in each filing year

Latest sponsor-wide plan assets
$17M 26.06260348372752% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.1M $16.5M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 154 $13M
2023 1 110 $15M
2024 1 104 $17M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged, Total assets ($B): 0.013095054 · Participants: 154Taxed Deferred Annuity Plan of the Jewish Association for Services for the AgedIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged vs. nearby 401(k) plans in New York, assets vs. participants
Compare Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged side-by-side with 3 peers →

Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Swarco Mccain, Inc. 401(k) Profit Sharing Plan in CA ($13M); by covered participants it is Kenna Security, Inc. 401(k) Plan in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged assets move in 2022? ▼
Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged declined sharply - down 17.5% during 2022, from $16M to $13M. Reported net income was -$3M.
How have The Jewish Association for Services for the Aged plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Jewish Association for Services for the Aged's sponsor-wide assets grew 26.1%, from $13M to $17M.
Which 401(k) plans are similar in size to Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged? ▼
Among 401(k) plans in other states, the closest by assets is Swarco Mccain, Inc. 401(k) Profit Sharing Plan in CA ($13M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Taxed Deferred Annuity Plan of the Jewish Association for Services for the Aged? ▼
Among 401(k) plans in other states, the closest by covered participants is Kenna Security, Inc. 401(k) Plan in CA (154 participants, N/A 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 132620896.

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.