401(k) · DOL Form 5500 · 2023

Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
145
Participants Small participant base
51st
Percentile by assets National rank
$47,840
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co · Sponsored by Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach · Florida · Other Services

$7M in assets, 145 participants

Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach's 403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co reported $7M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,567 in Other Services (7,857 peers)

Coverage in Florida

403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co covers 145 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#5,567
in Other Services (7,857 peers)
+4.4%
assets growth YoY

403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co vs every filed plan by assets

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

$6,936,748 Top 49% higher than 51% 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

403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co 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. 403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co sits mid-pack in the medium band (145 participants).

Published 5500 schedule card

Filing strip 591520581 · Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach PY 2023 · 401(k)

403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co · $7M · 145 · 51st

  • NET $7M
  • BOOK 145
  • VS-ST 51st
  • BOY 401(k)
  • SCH near Corner Bakery 401(k) Plan
  • EBSA ind #5567

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 Florida →

403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co in the asset neighbourhood

403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co403(b) Thrift Plan of Ferd a…$7MCorner Bakery 401(k) Plan$7MAequor 401(k) Plan$7MAp Wireless Infrastructure Partners, LLC 401(k) Retirement PlanAp Wireless Infrastructure P…$7MDuncan Employees 401(k) Savings PlanDuncan Employees 401(k) Savi…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$296K
Employer EIN591520581
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach)

Sponsor-wide plan assets over time

All Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach plans reported in each filing year

Latest sponsor-wide plan assets
$8M 19.756721737621145% vs 2023
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 20232024 $6.94M $8.31M ▲ +19.7%
Year Plans Participants Total Assets
2023 1 145 $7M
2024 1 142 $8M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants 403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co, Total assets ($B): 0.006936748 · Participants: 145403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach CoL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co vs. nearby 401(k) plans in Florida, assets vs. participants
Compare 403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co side-by-side with 3 peers →

403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Corner Bakery 401(k) Plan in TX ($7M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co assets move in 2023? ▼
403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co edged up modestly - up 4.4% during 2023, from $7M to $7M. Reported net income was $296K.
How have Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach's sponsor-wide assets grew 19.8%, from $7M to $8M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co? ▼
Among 401(k) plans in other states, the closest by assets is Corner Bakery 401(k) Plan in TX ($7M, 1,105 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Ferd and Gladys Alpert Jewish Family Childrens Service of Palm Beach Co? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 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 591520581.

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.