401(k) · DOL Form 5500 · 2023

Jewish Senior Services 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
713
Participants Below avg headcount
79th
Percentile by assets National rank
$40,455
Avg per participant Low balance/head
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Official DOL plan name: The Jewish Home Retirement Savings Plan · Sponsored by Jewish Senior Services · Connecticut · Healthcare & Social Assistance

$29M in assets, 713 participants

Jewish Senior Services's The Jewish Home Retirement Savings Plan reported $29M in total assets and 713 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,484 in Healthcare & Social Assistance (17,684 peers)

Where The Jewish Home Retirement Savings Plan sits by assets

The Jewish Home Retirement Savings Plan sits in the top quartile of all filed plans by assets, $29M for 713 participants (~$40,455/participant), up 14.6% in 2023.

#14,484
in Healthcare & Social Assistance (17,684 peers)
+14.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Jewish Home Retirement Savings Plan's outsized position by total assets

The Jewish Home Retirement Savings Plan vs every filed plan by assets

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

$28,844,770 Top 21% higher than 79% 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

The Jewish Home Retirement Savings 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 Jewish Home Retirement Savings Plan sits mid-pack in the medium band (713 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Jewish Home Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Jewish Home Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • The Jewish Home Retirement Savings Plan reported participants rose from 672 in the plan year 2022 filing to 713 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060846991 · Jewish Senior Services PY 2023 · 401(k)

The Jewish Home Retirement Savings Plan · $29M · 713 · 79th

  • EBSA $29M
  • PART 713
  • TYPE 79th
  • NET 401(k)
  • BOOK near Mower 401(k) Plan
  • VS-ST ind #14484

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 Connecticut →

The Jewish Home Retirement Savings Plan in the asset neighbourhood

Superior Communications, Inc. 401(k) Plan and TrustSuperior Communications, Inc…$29MPearson Packaging Systems 401(k) Profit Sharing Plan and TrustPearson Packaging Systems 40…$29MThe Jewish Home Retirement Savings PlanThe Jewish Home Retirement S…$29MMower 401(k) Plan$29MTravel Nurse Across America 401(k) PlanTravel Nurse Across America …$29M
End-of-year total assets ($M) among The Jewish Home Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN060846991
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Senior Services)

Sponsor-wide plan assets over time

All Jewish Senior Services plans reported in each filing year

Latest sponsor-wide plan assets
$32M 14.451434473152355% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $28M $32M ▲ +14.4%
Year Plans Participants Total Assets
2022 2 764 $28M
2023 2 794 $32M
2024 2 864 $32M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Jewish Home Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Jewish Home Retirement Savings Plan, Total assets ($B): 0.02884477 · Participants: 713The Jewish Home Retirement Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
The Jewish Home Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Jewish Home Retirement Savings Plan side-by-side with 3 peers →

The Jewish Home Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Mower 401(k) Plan in NY ($29M); by covered participants it is The Bancorp, Inc. 401(k) Plan in DE (713 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (713 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 The Jewish Home Retirement Savings Plan assets move in 2023? ▼
The Jewish Home Retirement Savings Plan grew at a solid clip - up 14.6% during 2023, from $25M to $29M. Reported net income was $4M.
How have Jewish Senior Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Senior Services's sponsor-wide assets grew 14.5%, from $28M to $32M.
Where does The Jewish Home Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Jewish Home Retirement Savings Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Jewish Home Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mower 401(k) Plan in NY ($29M, 139 participants).
Which 401(k) plans cover a similar participant headcount to The Jewish Home Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bancorp, Inc. 401(k) Plan in DE (713 participants, $96M 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 060846991.

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.