Other · DOL Form 5500 · 2023
Hebrew Home for the Aged Disabled Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 700
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $32,364
- Avg per participant Low balance/head
Official DOL plan name: Jewish Home of San Francisco 403(b) Plan · Sponsored by Hebrew Home for the Aged Disabled · California · Healthcare & Social Assistance
$23M in assets, 700 participants
Hebrew Home for the Aged Disabled's Jewish Home of San Francisco 403(b) Plan reported $23M in total assets and 700 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #13,934 in Healthcare & Social Assistance (17,684 peers)
Where Jewish Home of San Francisco 403(b) Plan sits by assets
Jewish Home of San Francisco 403(b) Plan sits in the top quartile of all filed plans by assets, $23M for 700 participants (~$32,364/participant), up 52.5% in 2023.
- #13,934
- in Healthcare & Social Assistance (17,684 peers)
- +52.5%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Jewish Home of San Francisco 403(b) Plan's outsized position by total assets
Jewish Home of San Francisco 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,654,654 Top 25% higher than 75% 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
Jewish Home of San Francisco 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. Jewish Home of San Francisco 403(b) Plan sits mid-pack in the medium band (700 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jewish Home of San Francisco 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Jewish Home of San Francisco 403(b) Plan reported participants rose from 262 in the plan year 2022 filing to 700 in the plan year 2023 filing.
- Jewish Home of San Francisco 403(b) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 940545320 · Hebrew Home for the Aged Disabled PY 2023 · Other
Jewish Home of San Francisco 403(b) Plan · $23M · 700 · 75th
- 5500 $23M
- ASSETS 700
- PCT 75th
- EIN Other
- RANK near Quincy University DC Retirement Plan
- PHOTO ind #13934
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 California →
Jewish Home of San Francisco 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 940545320 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hebrew Home for the Aged Disabled)
Sponsor-wide plan assets over time
All Hebrew Home for the Aged Disabled plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 61.72295135116573% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 262 | $15M |
| 2023 | 1 | 700 | $23M |
| 2024 | 1 | 802 | $24M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Jewish Home of San Francisco 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Quincy University DC Retirement Plan in IL ($23M); by covered participants it is The Metropolitan Museum of Art 403(b) Voluntary Contribution Plan in NY (700 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (700 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.