Profit Sharing · DOL Form 5500 · 2023

Youngstown Area Jewish Federation Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
364
Participants Below avg headcount
53rd
Percentile by assets National rank
$21,239
Avg per participant Low balance/head
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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.

  • #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.

#10,349
in Healthcare & Social Assistance (17,684 peers)
-5.9%
assets change YoY

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.

403(b) Thrift Plan of Youngstown Area Jewish Federation's mid-pack asset rank among Healthcare & Social Assistance and all filers

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 $2,050,000,000 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 of Youngstown Area Jewish Federation 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 of Youngstown Area Jewish Federation sits mid-pack in the medium band (364 participants).

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 →

Form 5500 schedule snapshot

Filing strip 340714442 · Youngstown Area Jewish Federation PY 2023 · Profit Sharing

403(b) Thrift Plan of Youngstown Area Jewish Federation · $8M · 364 · 53rd

  • TYPE $8M
  • NET 364
  • BOOK 53rd
  • VS-ST Profit Sharing
  • BOY near Stoltzfus Trailer Sales, Inc. Profit Sharing Plan
  • SCH ind #10349

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

403(b) Thrift Plan of Youngstown Area Jewish Federation in the asset neighbourhood

Ted R. Greenzang, M.D., Inc. Profit Sharing PlanTed R. Greenzang, M.D., Inc.…$8M403(b) Thrift Plan of Youngstown Area Jewish Federation403(b) Thrift Plan of Youngs…$8MStoltzfus Trailer Sales, Inc. Profit Sharing PlanStoltzfus Trailer Sales, Inc…$8MRetirement Plan for the Employees of Central California Legal Services, Inc.Retirement Plan for the Empl…$8MKpc Healthcare, Inc. Profit Sharing PlanKpc Healthcare, Inc. Profit …$8M
End-of-year total assets ($M) among 403(b) Thrift Plan of Youngstown Area Jewish Federation and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Youngstown Area Jewish Federation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 21.995269305586422% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $8.21M $6.41M ▼ -21.9%
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 ($B) Participants 403(b) Thrift Plan of Youngstown Area Jewish Federation, Total assets ($B): 0.007731054 · Participants: 364403(b) Thrift Plan of Youngstown Area Jewish FederationCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
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 Jewish Federation side-by-side with 3 peers →

403(b) Thrift Plan of Youngstown Area Jewish Federation's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Stoltzfus Trailer Sales, Inc. Profit Sharing Plan in PA ($8M); by covered participants it is J. Smith Lanier & Co. Profit Sharing Plan in GA (363 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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 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).
Which Profit Sharing plans cover a similar participant headcount to 403(b) Thrift Plan of Youngstown Area Jewish Federation? ▼
Among Profit Sharing plans in other states, the closest by covered participants is J. Smith Lanier & Co. Profit Sharing Plan in GA (363 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 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.