Other · DOL Form 5500 · 2022

Harry and Rose Samson Family Jewish Community Center, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
152
Participants Small participant base
50th
Percentile by assets National rank
$32,735
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc. · Sponsored by Harry and Rose Samson Family Jewish Community Center, Inc. · Wisconsin · Other Services

$5M in assets, 152 participants

Harry and Rose Samson Family Jewish Community Center, Inc.'s 403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc. reported $5M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,827 in Other Services (8,398 peers)

Coverage in Wisconsin

403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc. covers 152 participants in Wisconsin, about 27% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#5,827
in Other Services (8,398 peers)
+2.0%
assets growth YoY

403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc.'s mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc. vs every filed plan by assets

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

$4,975,697 Top 50% higher than 50% 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 Harry and Rose Samson Family Jewish Community Center, Inc. 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 Harry and Rose Samson Family Jewish Community Center, Inc. sits mid-pack in the medium band (152 participants).

Form 5500 schedule snapshot

Filing strip 390806234 · Harry and Rose Samson Family Jewish Community Center, Inc. PY 2022 · Other

403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc. · $5M · 152 · 50th

  • EBSA $5M
  • EBSA 152
  • EBSA 50th
  • EBSA Other
  • EBSA near Avenal Community Health Center 403(b) Plan
  • EBSA ind #5827

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 Other Services retirement plans → · Plans in Wisconsin →

403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc. in the asset neighbourhood

403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc.403(b) Thrift Plan of Harry …$5MAvenal Community Health Center 403(b) PlanAvenal Community Health Cent…$5MInternational School of Indiana 403b PlanInternational School of Indi…$5MThe Mariners' Museum 403(b) PlanThe Mariners' Museum 403(b) …$5MChristopher House Tax Deferred Annuity PlanChristopher House Tax Deferr…$5M
End-of-year total assets ($M) among 403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$94K
Employer EIN390806234
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harry and Rose Samson Family Jewish Community Center, Inc.)

Sponsor-wide plan assets over time

All Harry and Rose Samson Family Jewish Community Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 42.31817170539122% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.98M $7.08M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 152 $5M
2023 1 161 $6M
2024 1 614 $7M

Nearby Other Plans in Wisconsin

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

403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc. vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants 403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc., Total assets ($B): 0.004975697 · Participants: 152403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc.The Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc. vs. nearby Other plans in Wisconsin, assets vs. participants
Compare 403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc.'s out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Avenal Community Health Center 403(b) Plan in CA ($5M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Harry and Rose Samson Family Jewish Community Center, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc. edged up modestly - up 2.0% during 2022, from $5M to $5M. Reported net income was $94K.
How have Harry and Rose Samson Family Jewish Community Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harry and Rose Samson Family Jewish Community Center, Inc.'s sponsor-wide assets grew 42.3%, from $5M to $7M.
Which Other plans are similar in size to 403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc.? ▼
Among Other plans in other states, the closest by assets is Avenal Community Health Center 403(b) Plan in CA ($5M, 409 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (152 participants, $2M 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 390806234.

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.