Other · DOL Form 5500 · 2023

Joseph Kushner Hebrew Academy Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
129
Participants Small participant base
75th
Percentile by assets National rank
$176,031
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Joseph Kushner Hebrew Academy 403(b) DC Plan · Sponsored by Joseph Kushner Hebrew Academy · New Jersey · Educational Services

$23M in assets, 129 participants

Joseph Kushner Hebrew Academy's Joseph Kushner Hebrew Academy 403(b) DC Plan reported $23M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,186 in Educational Services (3,735 peers)

Coverage in New Jersey

Joseph Kushner Hebrew Academy 403(b) DC Plan covers 129 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $23M.

#2,186
in Educational Services (3,735 peers)
+20.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Joseph Kushner Hebrew Academy 403(b) DC Plan's outsized position by total assets

Joseph Kushner Hebrew Academy 403(b) DC Plan vs every filed plan by assets

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

$22,707,936 Top 25% higher than 75% 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

Joseph Kushner Hebrew Academy 403(b) DC 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. Joseph Kushner Hebrew Academy 403(b) DC Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joseph Kushner Hebrew Academy 403(b) DC Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Joseph Kushner Hebrew Academy 403(b) DC Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Joseph Kushner Hebrew Academy 403(b) DC Plan reported participants fell from 139 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221520392 · Joseph Kushner Hebrew Academy PY 2023 · Other

Joseph Kushner Hebrew Academy 403(b) DC Plan · $23M · 129 · 75th

  • NET $23M
  • NET 129
  • NET 75th
  • NET Other
  • NET near Charles Armstrong School Defined Contribution Retirement Plan
  • NET ind #2186

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 New Jersey →

Joseph Kushner Hebrew Academy 403(b) DC Plan in the asset neighbourhood

Rediscover Retirement Plan$23MCoe-Brown Northwood Academy Tax-Deferred Annuity PlanCoe-Brown Northwood Academy …$23MJoseph Kushner Hebrew Academy 403(b) DC PlanJoseph Kushner Hebrew Academ…$23MCharles Armstrong School Defined Contribution Retirement PlanCharles Armstrong School Def…$23MSt Paul's Episcopal School Tax Deferred Annuity Plan (403(b))St Paul's Episcopal School T…$23M
End-of-year total assets ($M) among Joseph Kushner Hebrew Academy 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN221520392
Plan Effective Date1999-02-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Joseph Kushner Hebrew Academy)

Sponsor-wide plan assets over time

All Joseph Kushner Hebrew Academy plans reported in each filing year

Latest sponsor-wide plan assets
$26M 37.35991387123309% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $26M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 139 $19M
2023 1 129 $23M
2024 1 123 $26M

Nearby Other Plans in New Jersey

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

Joseph Kushner Hebrew Academy 403(b) DC Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Joseph Kushner Hebrew Academy 403(b) DC Plan, Total assets ($B): 0.022707936 · Participants: 129Joseph Kushner Hebrew Academy 403(b) DC PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Joseph Kushner Hebrew Academy 403(b) DC Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Joseph Kushner Hebrew Academy 403(b) DC Plan side-by-side with 3 peers →

Joseph Kushner Hebrew Academy 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Charles Armstrong School Defined Contribution Retirement Plan in CA ($23M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Joseph Kushner Hebrew Academy 403(b) DC Plan assets move in 2023? ▼
Joseph Kushner Hebrew Academy 403(b) DC Plan grew sharply - up 20.2% during 2023, from $19M to $23M. Reported net income was $4M.
How have Joseph Kushner Hebrew Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph Kushner Hebrew Academy's sponsor-wide assets grew 37.4%, from $19M to $26M.
Where does Joseph Kushner Hebrew Academy 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Joseph Kushner Hebrew Academy 403(b) DC Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Joseph Kushner Hebrew Academy 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Charles Armstrong School Defined Contribution Retirement Plan in CA ($23M, 135 participants).
Which Other plans cover a similar participant headcount to Joseph Kushner Hebrew Academy 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is The Frederick Gunn School Defined Contribution Retirement Plan in CT (129 participants, $32M 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 221520392.

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.