401(k) · DOL Form 5500 · 2023

Donna Klein Jewish Academy, in 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
174
Participants Small participant base
58th
Percentile by assets National rank
$55,834
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. · Sponsored by Donna Klein Jewish Academy, in · Florida · Other Services

$10M in assets, 174 participants

Donna Klein Jewish Academy, in's 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. reported $10M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,960 in Other Services (7,857 peers)

Coverage in Florida

403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. covers 174 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#5,960
in Other Services (7,857 peers)
+12.9%
assets growth YoY

403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc.'s mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. vs every filed plan by assets

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

$9,715,063 Top 42% higher than 58% 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 for Employees of Donna Klein Jewish Academy, Inc. 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 for Employees of Donna Klein Jewish Academy, Inc. sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. reported participants rose from 132 in the plan year 2022 filing to 174 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 651129890 · Donna Klein Jewish Academy, in PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. · $10M · 174 · 58th

  • PHOTO $10M
  • PHOTO 174
  • PHOTO 58th
  • PHOTO 401(k)
  • PHOTO near Community Renewal Team, Inc. 401(k) Plan
  • PHOTO ind #5960

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 for Employees of Donna Klein Jewish Academy, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc.403(b) Thrift Plan for Emplo…$10MCommunity Renewal Team, Inc. 401(k) PlanCommunity Renewal Team, Inc.…$10MTri-National 401(k) Plan$10MMeiko America, Inc./Meiko Freight Service, Inc. 401(k) PlanMeiko America, Inc./Meiko Fr…$10MApel Steel Corporation Discretionary Contribution PlanApel Steel Corporation Discr…$10M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN651129890
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donna Klein Jewish Academy, in)

Sponsor-wide plan assets over time

All Donna Klein Jewish Academy, in plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.212022220657236% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.6M $10M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 132 $9M
2023 1 174 $10M
2024 1 189 $10M

Nearby 401(k) Plans in Florida

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

403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc., Total assets ($B): 0.009715063 · Participants: 174403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc.L3harris 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 for Employees of Donna Klein Jewish Academy, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Community Renewal Team, Inc. 401(k) Plan in CT ($10M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 for Employees of Donna Klein Jewish Academy, Inc. assets move in 2023? ▼
403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. grew at a solid clip - up 12.9% during 2023, from $9M to $10M. Reported net income was $1M.
How have Donna Klein Jewish Academy, in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donna Klein Jewish Academy, in's sponsor-wide assets grew 16.2%, from $9M to $10M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Community Renewal Team, Inc. 401(k) Plan in CT ($10M, 376 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 651129890.

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.