Profit Sharing · DOL Form 5500 · 2023

Youngstown Area Jewish Federation Profit Sharing Plan

Data updated 2026-08-11

$8M
Total assets
364
Participants
53rd
Percentile by assets
$21,239
Avg per participant
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Official DOL plan name: 403(b) Thrift Plan of Youngstown Area Jewish Federation · Sponsored by Youngstown Area Jewish Federation · Ohio · Healthcare & Social Assistance

$8M in assets, 364 participants

Youngstown Area Jewish Federation's 403(b) Thrift Plan of Youngstown Area Jewish Federation reported $8M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • 53rd percentile by assets (of 127,072 plans)
  • #10,349 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

403(b) Thrift Plan of Youngstown Area Jewish Federation covers 364 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $8M.

$8M
total plan assets (2023 EOY)
364
covered participants
53rd
percentile by assets (of 127,072 plans)
$21,239
avg assets per participant

The plan reported a net loss of $481K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where 403(b) Thrift Plan of Youngstown Area Jewish Federation sits by total assets

403(b) Thrift Plan of Youngstown Area Jewish Federation vs every filed plan by assets

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

$7,731,054 Top 47% higher than 53% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Youngstown Area Jewish Federation reported net income rose from -$915K in the plan year 2022 filing to -$481K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Youngstown Area Jewish Federation reported participants rose from 285 in the plan year 2022 filing to 364 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Youngstown Area Jewish Federation end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Healthcare & Social Assistance

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. 403(b) Thrift Plan of Youngstown Area Jewish Federation reports 364 participants - about 48% of that state average ($8M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$481K
Employer EIN340714442
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Youngstown Area Jewish Federation)

$6M$7M$8M$9M 202220232024 $8.21M $6.41M ▼ -21.9%
Total plan assets by year, all Youngstown Area Jewish Federation plans on file
Year Plans Participants Total Assets
2022 1 285 $8M
2023 1 364 $8M
2024 1 346 $6M

Nearby Profit Sharing Plans in Ohio

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

403(b) Thrift Plan of Youngstown Area Jewish Federation vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants 403(b) Thrift Plan o…, Total assets ($B): 0.007731054 · Participants: 364403(b) Thrift Plan o…Cleveland Clinic Inv…, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Inv…Masterbrand, Inc. Re…, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Re…The Employer Retirem…, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirem…Three Rivers Annuity…, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity…Holzer Health System…, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System…
403(b) Thrift Plan of Youngstown Area Jewish Federation vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare 403(b) Thrift Plan of Youngstown Area Je… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to 403(b) Thrift Plan of Youngstown Area Jewish Federation by total assets, not by location.

Frequently Asked Questions

How did 403(b) Thrift Plan of Youngstown Area Jewish Federation assets move in 2023? ▼
403(b) Thrift Plan of Youngstown Area Jewish Federation pulled back noticeably - down 5.9% during 2023, from $8M to $8M. Reported net income was -$481K.
How have Youngstown Area Jewish Federation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Youngstown Area Jewish Federation's sponsor-wide assets declined 22.0%, from $8M to $6M.
Which Profit Sharing plans are similar in size to 403(b) Thrift Plan of Youngstown Area Jewish Federation? ▼
Among Profit Sharing plans in other states, the closest by assets is Stoltzfus Trailer Sales, Inc. Profit Sharing Plan in PA ($8M, 49 participants).

Next read for 403(b) Thrift Plan of Youngstown Area Je…

Filing takeaways

Ways to act on 403(b) Thrift Plan of Youngstown Area Jewish Federation's numbers.

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 340714442.

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.