Other · DOL Form 5500 · 2022

Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial Retirement Plan

Data updated 2026-08-11

$21M
Total assets
185
Participants
78th
Percentile by assets
$113,825
Avg per participant
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Official DOL plan name: Tarbut V'torah 403(b) Plan · Sponsored by Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial · California · Educational Services

$21M in assets, 185 participants

Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial's Tarbut V'torah 403(b) Plan reported $21M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • 78th percentile by assets (of 139,126 plans)
  • #2,503 in Educational Services (4,024 peers)

Coverage in California

Tarbut V'torah 403(b) Plan covers 185 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $21M.

$21M
total plan assets (2022 EOY)
185
covered participants
78th
percentile by assets (of 139,126 plans)
$113,825
avg assets per participant

Where Tarbut V'torah 403(b) Plan sits by total assets

Tarbut V'torah 403(b) Plan vs every filed plan by assets

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

$21,057,705 Top 22% higher than 78% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Tarbut V'torah 403(b) Plan reports 185 participants - about 29% of that state average ($21M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN953374189
Plan Effective Date1999-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial)

$20M$22M$24M$26M$28M 202220232024 $21.1M $27M ▲ +28.2%
Total plan assets by year, all Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial plans on file
Year Plans Participants Total Assets
2022 1 185 $21M
2023 1 136 $23M
2024 1 150 $27M

Nearby Other Plans in California

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

Tarbut V'torah 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Tarbut V'torah 403(b…, Total assets ($B): 0.021057705 · Participants: 185Tarbut V'torah 403(b…Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
Tarbut V'torah 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Tarbut V'torah 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tarbut V'torah 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Tarbut V'torah 403(b) Plan assets move in 2022? ▼
Tarbut V'torah 403(b) Plan grew at a solid clip - up 14.9% during 2022, from $18M to $21M. Reported net income was $3M.
How have Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial's sponsor-wide assets grew 28.2%, from $21M to $27M.
Where does Tarbut V'torah 403(b) Plan rank by assets among Form 5500 filers? ▼
Tarbut V'torah 403(b) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tarbut V'torah 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Horizon House 403(b) Retirement Plan in PA ($21M, 960 participants).

Next read for Tarbut V'torah 403(b) Plan

Filing takeaways

Ways to act on Tarbut V'torah 403(b) Plan's numbers.

  • By total assets, Tarbut V'torah 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in California. Compare plans
  • Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial's sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Educational Services plans

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 953374189.

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.