Other · DOL Form 5500 · 2023
Jewish Family Service of Dallas, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $55,798
- Avg per participant Low balance/head
Official DOL plan name: Jewish Family Service of Dallas 403(b) Savings Plan · Sponsored by Jewish Family Service of Dallas, Inc. · Texas · Other Services
$6M in assets, 101 participants
Jewish Family Service of Dallas, Inc.'s Jewish Family Service of Dallas 403(b) Savings Plan reported $6M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #5,298 in Other Services (7,857 peers)
Coverage in Texas
Jewish Family Service of Dallas 403(b) Savings Plan covers 101 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $6M.
- #5,298
- in Other Services (7,857 peers)
- +14.4%
- assets growth YoY
Jewish Family Service of Dallas 403(b) Savings Plan's mid-pack asset rank among Other Services and all filers
Jewish Family Service of Dallas 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,635,574 47th percentile higher than 47% 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 Family Service of Dallas 403(b) 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. Jewish Family Service of Dallas 403(b) Savings Plan sits mid-pack in the medium band (101 participants).
Form 5500 schedule snapshot
Filing strip 751992728 · Jewish Family Service of Dallas, Inc. PY 2023 · Other
Jewish Family Service of Dallas 403(b) Savings Plan · $6M · 101 · 47th
- VS-ST $6M
- VS-ST 101
- VS-ST 47th
- VS-ST Other
- VS-ST near 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc
- VS-ST ind #5298
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 Texas →
Jewish Family Service of Dallas 403(b) Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $708K |
| Employer EIN | 751992728 |
| Plan Effective Date | 1995-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish Family Service of Dallas, Inc.)
Sponsor-wide plan assets over time
All Jewish Family Service of Dallas, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 13.707973668698168% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 101 | $6M |
| 2024 | 1 | 92 | $6M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Jewish Family Service of Dallas 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc in MD ($6M); by covered participants it is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 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.