Other · DOL Form 5500 · 2023

Jewish National Fund, Inc. Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
205
Participants Below avg headcount
83rd
Percentile by assets National rank
$188,965
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,220
in Other Services (7,857 peers)
+23.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan's outsized position 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 $2,050,000,000 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 National Fund 403(b) ERISA Tax Sheltered Annuity 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 National Fund 403(b) ERISA Tax Sheltered Annuity Plan sits mid-pack in the medium band (205 participants).

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 →

Plan-year Form 5500 strip

Filing strip 131659627 · Jewish National Fund, Inc. PY 2023 · Other

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan · $39M · 205 · 83rd

  • EOY $39M
  • EOY 205
  • EOY 83rd
  • EOY Other
  • EOY near Holderness School DC Retirement Plan
  • EOY ind #7220

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 →

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan in the asset neighbourhood

Holderness School DC Retirement PlanHolderness School DC Retirem…$39MJewish National Fund 403(b) ERISA Tax Sheltered Annuity PlanJewish National Fund 403(b) …$39MMount Aloysius College Consolidated Retirement PlaMount Aloysius College Conso…$39MWildwood School Inc. DC Retirement PlanWildwood School Inc. DC Reti…$39MUniversity of Massachusetts Global 403(b) Defined Contribution Retirement PlanUniversity of Massachusetts …$39M
End-of-year total assets ($M) among Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Jewish National Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 46.59594069584666% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.5M $46.1M ▲ +46.6%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan, Total assets ($B): 0.038737815 · Participants: 205Jewish National Fund 403(b) ERISA Tax Sheltered Annuity 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
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 Sheltered Annuity Plan side-by-side with 3 peers →

Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Holderness School DC Retirement Plan in NH ($39M); by covered participants it is Bath Community Hospital Employees 403(b) Retirement Plan in VA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 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).
Which Other plans cover a similar participant headcount to Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Bath Community Hospital Employees 403(b) Retirement Plan in VA (205 participants, $12M 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 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.