Profit Sharing · DOL Form 5500 · 2023

Jewish Family Service of Tidewater, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
143
Participants Small participant base
44th
Percentile by assets National rank
$35,314
Avg per participant Low balance/head
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Official DOL plan name: Jewish Family Service 403b Tax Deferred Annuity Plan · Sponsored by Jewish Family Service of Tidewater, Inc. · Virginia · Healthcare & Social Assistance

$5M in assets, 143 participants

Jewish Family Service of Tidewater, Inc.'s Jewish Family Service 403b Tax Deferred Annuity Plan reported $5M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,585 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Jewish Family Service 403b Tax Deferred Annuity Plan covers 143 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $5M.

#8,585
in Healthcare & Social Assistance (17,684 peers)
-12.5%
assets change YoY

The plan reported a net loss of $719K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jewish Family Service 403b Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jewish Family Service 403b Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,049,972 44th percentile higher than 44% of 127,068 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 2023

Jewish Family Service 403b Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jewish Family Service 403b Tax Deferred Annuity Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jewish Family Service 403b Tax Deferred Annuity Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Jewish Family Service 403b Tax Deferred Annuity Plan reported net income rose from -$806K in the plan year 2022 filing to -$719K in the plan year 2023 filing.
  • Jewish Family Service 403b Tax Deferred Annuity Plan reported participants fell from 148 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540854002 · Jewish Family Service of Tidewater, Inc. PY 2023 · Profit Sharing

Jewish Family Service 403b Tax Deferred Annuity Plan · $5M · 143 · 44th

  • EIN $5M
  • RANK 143
  • PHOTO 44th
  • IND Profit Sharing
  • EOY near Allwell Behavioral Health Services Gain Sharing Plan
  • 5500 ind #8585

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 Virginia →

Jewish Family Service 403b Tax Deferred Annuity Plan in the asset neighbourhood

Jewish Family Service 403b Tax Deferred Annuity PlanJewish Family Service 403b T…$5MAllwell Behavioral Health Services Gain Sharing PlanAllwell Behavioral Health Se…$5MApisregina Inc. Retirement PlanApisregina Inc. Retirement P…$5MMilestone Senior Services 403(b) Retirement Savings PlanMilestone Senior Services 40…$5MValley Forge Military Academy Foundation Retirement PlanValley Forge Military Academ…$5M
End-of-year total assets ($M) among Jewish Family Service 403b Tax Deferred Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$719K
Employer EIN540854002
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Family Service of Tidewater, Inc.)

Sponsor-wide plan assets over time

All Jewish Family Service of Tidewater, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.886258408498309% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $5.77M $5.2M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 148 $6M
2023 1 143 $5M
2024 1 101 $5M

Nearby Profit Sharing Plans in Virginia

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

Jewish Family Service 403b Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Jewish Family Service 403b Tax Deferred Annuity Plan, Total assets ($B): 0.005049972 · Participants: 143Jewish Family Service 403b Tax Deferred Annuity PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Jewish Family Service 403b Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Jewish Family Service 403b Tax Deferred Annuity Plan side-by-side with 3 peers →

Jewish Family Service 403b Tax Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Allwell Behavioral Health Services Gain Sharing Plan in OH ($5M); by covered participants it is Pds Staff Profit Sharing Plan in TX (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jewish Family Service 403b Tax Deferred Annuity Plan assets move in 2023? ▼
Jewish Family Service 403b Tax Deferred Annuity Plan pulled back noticeably - down 12.5% during 2023, from $6M to $5M. Reported net income was -$719K.
How have Jewish Family Service of Tidewater, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Family Service of Tidewater, Inc.'s sponsor-wide assets declined 9.9%, from $6M to $5M.
Which Profit Sharing plans are similar in size to Jewish Family Service 403b Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Allwell Behavioral Health Services Gain Sharing Plan in OH ($5M, 229 participants).
Which Profit Sharing plans cover a similar participant headcount to Jewish Family Service 403b Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Pds Staff Profit Sharing Plan in TX (143 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540854002.

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.