Other · DOL Form 5500 · 2023

Jewish National Fund, Inc. Retirement Plan

Data updated 2026-08-11

$39M
Total assets
205
Participants
83rd
Percentile by assets
$188,965
Avg per participant
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Official DOL plan name: Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan · Sponsored by Jewish National Fund, Inc. · New York · Other Services

$39M in assets, 205 participants

Jewish National Fund, Inc.'s Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan reported $39M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #7,220 in Other Services (7,857 peers)

Coverage in New York

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan covers 205 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $39M.

$39M
total plan assets (2023 EOY)
205
covered participants
83rd
percentile by assets (of 127,072 plans)
$188,965
avg assets per participant

Where Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan sits by total assets

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan vs every filed plan by assets

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

$38,737,815 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan end-of-year assets rose from $31M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan reported participants rose from 197 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Other Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan reports 205 participants - about 26% of that state average ($39M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN131659627
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish National Fund, Inc.)

$30M$35M$40M$45M$50M 202220232024 $31.5M $46.1M ▲ +46.6%
Total plan assets by year, all Jewish National Fund, Inc. plans on file
Year Plans Participants Total Assets
2022 1 197 $31M
2023 1 205 $39M
2024 1 228 $46M

Nearby Other Plans in New York

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

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Jewish National Fund…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Jewish National Fund 403(b) ERISA Tax Sh… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan assets move in 2023? ▼
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan grew sharply - up 23.1% during 2023, from $31M to $39M. Reported net income was $7M.
How have Jewish National Fund, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish National Fund, Inc.'s sponsor-wide assets grew 46.6%, from $31M to $46M.
Where does Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan ranks in the 83rd 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 Other plans are similar in size to Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Holderness School DC Retirement Plan in NH ($39M, 171 participants).

Next read for Jewish National Fund 403(b) ERISA Tax Sh…

Filing takeaways

Ways to act on Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan's numbers.

  • By total assets, Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • Jewish National Fund, Inc.'s sponsor-wide assets have grown 46.6% since 2022 across 3 plan years on file. More Other Services plans

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 131659627.

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.