401(k) · DOL Form 5500 · 2023

Jewish Federation of South Palm Beach County, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
831
Participants Near avg headcount
75th
Percentile by assets National rank
$26,925
Avg per participant Low balance/head
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Official DOL plan name: Jewish Federation of Spbc, Inc. 401(k) Plan · Sponsored by Jewish Federation of South Palm Beach County, Inc. · Florida · Other Services

$22M in assets, 831 participants

Jewish Federation of South Palm Beach County, Inc.'s Jewish Federation of Spbc, Inc. 401(k) Plan reported $22M in total assets and 831 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.

  • #6,787 in Other Services (7,857 peers)

Where Jewish Federation of Spbc, Inc. 401(k) Plan sits by assets

Jewish Federation of Spbc, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 831 participants (~$26,925/participant), up 19.5% in 2023.

#6,787
in Other Services (7,857 peers)
+19.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Jewish Federation of Spbc, Inc. 401(k) Plan's outsized position by total assets

Jewish Federation of Spbc, Inc. 401(k) Plan vs every filed plan by assets

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

$22,374,563 Top 25% higher than 75% 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

Jewish Federation of Spbc, Inc. 401(k) 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 Federation of Spbc, Inc. 401(k) Plan sits mid-pack in the medium band (831 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jewish Federation of Spbc, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jewish Federation of Spbc, Inc. 401(k) Plan reported participants rose from 690 in the plan year 2022 filing to 831 in the plan year 2023 filing.
  • Jewish Federation of Spbc, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591945109 · Jewish Federation of South Palm Beach County, Inc. PY 2023 · 401(k)

Jewish Federation of Spbc, Inc. 401(k) Plan · $22M · 831 · 75th

  • ASSETS $22M
  • PCT 831
  • EIN 75th
  • RANK 401(k)
  • PHOTO near Otterbein Homes 401(k) Plan
  • IND ind #6787

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 Florida →

Jewish Federation of Spbc, Inc. 401(k) Plan in the asset neighbourhood

Jewish Federation of Spbc, Inc. 401(k) PlanJewish Federation of Spbc, I…$22MOtterbein Homes 401(k) Plan$22MWanner Engineering, Inc. 401(k) PlanWanner Engineering, Inc. 401…$22MMacelree, Harvey, Ltd. 401(k) PlanMacelree, Harvey, Ltd. 401(k…$22MQ-Mation/Strongarm 401(k) Retirement PlanQ-Mation/Strongarm 401(k) Re…$22M
End-of-year total assets ($M) among Jewish Federation of Spbc, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN591945109
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Federation of South Palm Beach County, Inc.)

Sponsor-wide plan assets over time

All Jewish Federation of South Palm Beach County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 37.865227822892464% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.7M $25.8M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 690 $19M
2023 1 831 $22M
2024 1 841 $26M

Nearby 401(k) Plans in Florida

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

Jewish Federation of Spbc, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Jewish Federation of Spbc, Inc. 401(k) Plan, Total assets ($B): 0.022374563 · Participants: 831Jewish Federation of Spbc, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Jewish Federation of Spbc, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jewish Federation of Spbc, Inc. 401(k) Plan side-by-side with 3 peers →

Jewish Federation of Spbc, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Otterbein Homes 401(k) Plan in OH ($22M); by covered participants it is Marcou Transportation Group 401(k) Plan in MA (831 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (831 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 Jewish Federation of Spbc, Inc. 401(k) Plan assets move in 2023? ▼
Jewish Federation of Spbc, Inc. 401(k) Plan grew sharply - up 19.5% during 2023, from $19M to $22M. Reported net income was $4M.
How have Jewish Federation of South Palm Beach County, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Federation of South Palm Beach County, Inc.'s sponsor-wide assets grew 37.9%, from $19M to $26M.
Where does Jewish Federation of Spbc, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jewish Federation of Spbc, Inc. 401(k) Plan ranks in the 75th 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 Jewish Federation of Spbc, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Otterbein Homes 401(k) Plan in OH ($22M, 1,658 participants).
Which 401(k) plans cover a similar participant headcount to Jewish Federation of Spbc, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marcou Transportation Group 401(k) Plan in MA (831 participants, $23M 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 591945109.

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.