Other · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$21M
Total assets Small plan by assets
185
Participants Below avg headcount
78th
Percentile by assets National rank
$113,825
Avg per participant Below avg balance/head
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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.

  • #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.

#2,503
in Educational Services (4,024 peers)
+14.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Tarbut V'torah 403(b) Plan's outsized position 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 $2,050,000,000 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

Tarbut V'torah 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. Tarbut V'torah 403(b) Plan sits mid-pack in the medium band (185 participants).

Form 5500 schedule snapshot

Filing strip 953374189 · Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial PY 2022 · Other

Tarbut V'torah 403(b) Plan · $21M · 185 · 78th

  • TYPE $21M
  • NET 185
  • BOOK 78th
  • VS-ST Other
  • BOY near Horizon House 403(b) Retirement Plan
  • SCH ind #2503

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 Educational Services retirement plans → · Plans in California →

Tarbut V'torah 403(b) Plan in the asset neighbourhood

The Ivymount School and Programs 403(b) PlanThe Ivymount School and Prog…$21MThe Chicago Public Media, Inc. Tax Deferred Annuity (Tda) PlanThe Chicago Public Media, In…$21MDedham Country Day School DC Retirement PlanDedham Country Day School DC…$21MTarbut V'torah 403(b) Plan$21MHorizon House 403(b) Retirement PlanHorizon House 403(b) Retirem…$21M
End-of-year total assets ($M) among Tarbut V'torah 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial plans reported in each filing year

Latest sponsor-wide plan assets
$27M 28.227791205166948% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.1M $27M ▲ +28.2%
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 ($B) Participants Tarbut V'torah 403(b) Plan, Total assets ($B): 0.021057705 · Participants: 185Tarbut V'torah 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
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 →

Tarbut V'torah 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Horizon House 403(b) Retirement Plan in PA ($21M); by covered participants it is Western Pennsylvania Conservancy Matching Defined Contribution Plan in PA (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 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).
Which Other plans cover a similar participant headcount to Tarbut V'torah 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Western Pennsylvania Conservancy Matching Defined Contribution Plan in PA (185 participants, $20M 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 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.