Other · DOL Form 5500 · 2023
The Emery Weiner Center for Jewish Education Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $107,830
- Avg per participant Below avg balance/head
Official DOL plan name: The Emery Weiner School Tax 403(b) Plan · Sponsored by The Emery Weiner Center for Jewish Education · Texas · Educational Services
$11M in assets, 105 participants
The Emery Weiner Center for Jewish Education's The Emery Weiner School Tax 403(b) Plan reported $11M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #1,658 in Educational Services (3,735 peers)
Coverage in Texas
The Emery Weiner School Tax 403(b) Plan covers 105 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $11M.
- #1,658
- in Educational Services (3,735 peers)
- +16.9%
- assets growth YoY
The Emery Weiner School Tax 403(b) Plan's mid-pack asset rank among Educational Services and all filers
The Emery Weiner School Tax 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,322,184 Top 39% higher than 61% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Emery Weiner School Tax 403(b) 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. The Emery Weiner School Tax 403(b) Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Emery Weiner School Tax 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Emery Weiner School Tax 403(b) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- The Emery Weiner School Tax 403(b) Plan reported participants fell from 108 in the plan year 2022 filing to 105 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 741990541 · The Emery Weiner Center for Jewish Education PY 2023 · Other
The Emery Weiner School Tax 403(b) Plan · $11M · 105 · 61st
- RANK $11M
- RANK 105
- RANK 61st
- RANK Other
- RANK near Creoks Mental Health Services 403(b) Plan
- RANK ind #1658
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 Texas →
The Emery Weiner School Tax 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 741990541 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Emery Weiner Center for Jewish Education)
Sponsor-wide plan assets over time
All The Emery Weiner Center for Jewish Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 38.50115194978627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $10M |
| 2023 | 1 | 105 | $11M |
| 2024 | 1 | 103 | $13M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
The Emery Weiner School Tax 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Creoks Mental Health Services 403(b) Plan in OK ($11M); by covered participants it is Trinity Christian Academy Defined Contribution Plan- in TN (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Trinity Christian Academy Defined Contribution Plan- (TN) 105 · 0 off
- City and Country School, Inc. Defined Contribution Retirement Plan (NY) 105 · 0 off
- Prokids, Inc. Retirement Plan (IN) 105 · 0 off
- Medic Ems Retirement Plan (IA) 105 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.