Other · DOL Form 5500 · 2023

Justice Resource Institute, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
87
Participants Small participant base
63rd
Percentile by assets National rank
$143,204
Avg per participant Near avg balance/head
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Official DOL plan name: 403(b) Plan for Employees of Jri · Sponsored by Justice Resource Institute, Inc. · Massachusetts · Professional & Technical Services

$12M in assets, 87 participants

Justice Resource Institute, Inc.'s 403(b) Plan for Employees of Jri reported $12M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,689 in Professional & Technical Services (20,321 peers)

Justice Resource Institute, Inc. multi-year trail

Justice Resource Institute, Inc.'s plans moved +43.5% in assets from 2022 to 2024; this filing shows 403(b) Plan for Employees of Jri at $12M / 87 participants.

#12,689
in Professional & Technical Services (20,321 peers)
+10.1%
assets growth YoY

403(b) Plan for Employees of Jri's mid-pack asset rank among Professional & Technical Services and all filers

403(b) Plan for Employees of Jri vs every filed plan by assets

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

$12,458,736 Top 37% higher than 63% 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) Plan for Employees of Jri among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Plan for Employees of Jri is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Plan for Employees of Jri reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Plan for Employees of Jri end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • 403(b) Plan for Employees of Jri reported participants fell from 95 in the plan year 2022 filing to 87 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042526357 · Justice Resource Institute, Inc. PY 2023 · Other

403(b) Plan for Employees of Jri · $12M · 87 · 63rd

  • EIN $12M
  • RANK 87
  • PHOTO 63rd
  • IND Other
  • EOY near The Children's Home of Poughkeepsie 403(b) Plan
  • 5500 ind #12689

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

403(b) Plan for Employees of Jri in the asset neighbourhood

Southern Oregon Head Start Retirement PlanSouthern Oregon Head Start R…$12M403(b) Plan for Employees of Jri403(b) Plan for Employees of…$12MThe Children's Home of Poughkeepsie 403(b) PlanThe Children's Home of Pough…$12MSaint James School Retirement$12MAscend Learning, Inc. 403(b) PlanAscend Learning, Inc. 403(b)…$12M
End-of-year total assets ($M) among 403(b) Plan for Employees of Jri and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Justice Resource Institute, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Justice Resource Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$247M 43.530912330403076% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $172M $247M ▲ +43.5%
Year Plans Participants Total Assets
2022 3 4,848 $172M
2023 3 4,748 $206M
2024 3 4,933 $247M

Justice Resource Institute, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN042526357
Plan Effective Date1999-05-25
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

403(b) Plan for Employees of Jri vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants 403(b) Plan for Employees of Jri, Total assets ($B): 0.012458736 · Participants: 87403(b) Plan for Employees of JriThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
403(b) Plan for Employees of Jri vs. nearby Other plans in Massachusetts, assets vs. participants

403(b) Plan for Employees of Jri's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The Children's Home of Poughkeepsie 403(b) Plan in NY ($12M); by covered participants it is Lees-Mcrae College 403(b) Retirement Plan in NC (87 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (87 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) Plan for Employees of Jri assets move in 2023?
403(b) Plan for Employees of Jri grew at a solid clip - up 10.1% during 2023, from $11M to $12M. Reported net income was $1M.
How have Justice Resource Institute, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Justice Resource Institute, Inc.'s sponsor-wide assets grew 43.5%, from $172M to $247M.
Which Other plans are similar in size to 403(b) Plan for Employees of Jri?
Among Other plans in other states, the closest by assets is The Children's Home of Poughkeepsie 403(b) Plan in NY ($12M, 245 participants).
Which Other plans cover a similar participant headcount to 403(b) Plan for Employees of Jri?
Among Other plans in other states, the closest by covered participants is Lees-Mcrae College 403(b) Retirement Plan in NC (87 participants, $15M in assets).