Other · DOL Form 5500 · 2023

American Jewish World Service, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
89
Participants Small participant base
71st
Percentile by assets National rank
$204,594
Avg per participant Above avg balance/head
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Official DOL plan name: American Jewish World Service 403(b) Plan · Sponsored by American Jewish World Service, Inc. · New York · Other Services

$18M in assets, 89 participants

American Jewish World Service, Inc.'s American Jewish World Service 403(b) Plan reported $18M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,601 in Other Services (7,857 peers)

American Jewish World Service, Inc. multi-year trail

American Jewish World Service, Inc.'s plans moved +38.9% in assets from 2022 to 2024; this filing shows American Jewish World Service 403(b) Plan at $18M / 89 participants.

#6,601
in Other Services (7,857 peers)
+21.4%
assets growth YoY

American Jewish World Service 403(b) Plan's outsized position by total assets

American Jewish World Service 403(b) Plan vs every filed plan by assets

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

$18,208,860 Top 29% higher than 71% 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

American Jewish World Service 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Jewish World Service 403(b) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Jewish World Service 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • American Jewish World Service 403(b) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • American Jewish World Service 403(b) Plan reported participants fell from 97 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222584370 · American Jewish World Service, Inc. PY 2023 · Other

American Jewish World Service 403(b) Plan · $18M · 89 · 71st

  • PART $18M
  • TYPE 89
  • NET 71st
  • BOOK Other
  • VS-ST near Levan Internists, PC Profit Sharing Plan & Trust
  • BOY ind #6601

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 Other Services retirement plans → · Plans in New York →

American Jewish World Service 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Apt Foundation, Inc.403(b) Thrift Plan of Apt Fo…$18MAmerican Jewish World Service 403(b) PlanAmerican Jewish World Servic…$18MLevan Internists, PC Profit Sharing Plan & TrustLevan Internists, PC Profit …$18MPhjc Ministries Retirement and Savings PlanPhjc Ministries Retirement a…$18MRetirement Plan of Henkel Puerto Rico, Inc.Retirement Plan of Henkel Pu…$18M
End-of-year total assets ($M) among American Jewish World Service 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

American Jewish World Service, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All American Jewish World Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 38.90974881668531% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $20.8M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 97 $15M
2023 1 89 $18M
2024 1 83 $21M

American Jewish World Service, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN222584370
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

American Jewish World Service 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants American Jewish World Service 403(b) Plan, Total assets ($B): 0.01820886 · Participants: 89American Jewish World Service 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
American Jewish World Service 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare American Jewish World Service 403(b) Plan side-by-side with 3 peers →

American Jewish World Service 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Levan Internists, PC Profit Sharing Plan & Trust in MI ($18M); by covered participants it is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 American Jewish World Service 403(b) Plan assets move in 2023? ▼
American Jewish World Service 403(b) Plan grew sharply - up 21.4% during 2023, from $15M to $18M. Reported net income was $3M.
How have American Jewish World Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Jewish World Service, Inc.'s sponsor-wide assets grew 38.9%, from $15M to $21M.
Which Other plans are similar in size to American Jewish World Service 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Levan Internists, PC Profit Sharing Plan & Trust in MI ($18M, 18 participants).
Which Other plans cover a similar participant headcount to American Jewish World Service 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants, $5M 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 222584370.

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.