401(k) · DOL Form 5500 · 2023

Jewish Federation of Greater Indianapolis, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
159
Participants Small participant base
49th
Percentile by assets National rank
$39,644
Avg per participant Low balance/head
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Official DOL plan name: Jfgi, Inc. and Affiliated Agencies 401(k) Plan · Sponsored by Jewish Federation of Greater Indianapolis, Inc. · Indiana · Other Services

$6M in assets, 159 participants

Jewish Federation of Greater Indianapolis, Inc.'s Jfgi, Inc. and Affiliated Agencies 401(k) Plan reported $6M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,443 in Other Services (7,857 peers)

Coverage in Indiana

Jfgi, Inc. and Affiliated Agencies 401(k) Plan covers 159 participants in Indiana, about 29% of the average Indiana filer (state average ~541 per filing). Assets: $6M.

#5,443
in Other Services (7,857 peers)
+8.4%
assets growth YoY

Jfgi, Inc. and Affiliated Agencies 401(k) Plan's mid-pack asset rank among Other Services and all filers

Jfgi, Inc. and Affiliated Agencies 401(k) Plan vs every filed plan by assets

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

$6,303,436 49th percentile higher than 49% 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

Jfgi, Inc. and Affiliated Agencies 401(k) 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. Jfgi, Inc. and Affiliated Agencies 401(k) Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jfgi, Inc. and Affiliated Agencies 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $487K in the plan year 2023 filing.
  • Jfgi, Inc. and Affiliated Agencies 401(k) Plan reported participants rose from 145 in the plan year 2022 filing to 159 in the plan year 2023 filing.
  • Jfgi, Inc. and Affiliated Agencies 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 350888017 · Jewish Federation of Greater Indianapolis, Inc. PY 2023 · 401(k)

Jfgi, Inc. and Affiliated Agencies 401(k) Plan · $6M · 159 · 49th

  • PHOTO $6M
  • PHOTO 159
  • PHOTO 49th
  • PHOTO 401(k)
  • PHOTO near Saertex Retirement Plan
  • PHOTO ind #5443

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 Indiana →

Jfgi, Inc. and Affiliated Agencies 401(k) Plan in the asset neighbourhood

Jfgi, Inc. and Affiliated Agencies 401(k) PlanJfgi, Inc. and Affiliated Ag…$6MSaertex Retirement Plan$6MLa Casa De Don Pedro, Inc. 401(k) Profit Sharing PlanLa Casa De Don Pedro, Inc. 4…$6MScreen-It Graphics of Lawrence 401(k) Profit Sharing Plan and TScreen-It Graphics of Lawren…$6MSpecialty Restaurants Corporation 401(k) PlanSpecialty Restaurants Corpor…$6M
End-of-year total assets ($M) among Jfgi, Inc. and Affiliated Agencies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$487K
Employer EIN350888017
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Federation of Greater Indianapolis, Inc.)

Sponsor-wide plan assets over time

All Jewish Federation of Greater Indianapolis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 33.26474725367685% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.82M $7.75M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 145 $6M
2023 1 159 $6M
2024 1 148 $8M

Nearby 401(k) Plans in Indiana

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

Jfgi, Inc. and Affiliated Agencies 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Jfgi, Inc. and Affiliated Agencies 401(k) Plan, Total assets ($B): 0.006303436 · Participants: 159Jfgi, Inc. and Affiliated Agencies 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Jfgi, Inc. and Affiliated Agencies 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Jfgi, Inc. and Affiliated Agencies 401(k) Plan side-by-side with 3 peers →

Jfgi, Inc. and Affiliated Agencies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Saertex Retirement Plan in NC ($6M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Jfgi, Inc. and Affiliated Agencies 401(k) Plan assets move in 2023? ▼
Jfgi, Inc. and Affiliated Agencies 401(k) Plan grew at a solid clip - up 8.4% during 2023, from $6M to $6M. Reported net income was $487K.
How have Jewish Federation of Greater Indianapolis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Federation of Greater Indianapolis, Inc.'s sponsor-wide assets grew 33.3%, from $6M to $8M.
Which 401(k) plans are similar in size to Jfgi, Inc. and Affiliated Agencies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saertex Retirement Plan in NC ($6M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Jfgi, Inc. and Affiliated Agencies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Visiting Angels 401(k) Plan in PA (159 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 350888017.

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.