401(k) · DOL Form 5500 · 2023

Oshman Family Jewish Community Center 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
272
Participants Below avg headcount
60th
Percentile by assets National rank
$38,862
Avg per participant Low balance/head
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Official DOL plan name: Oshman Family Jewish Community Center 403(b) Plan · Sponsored by Oshman Family Jewish Community Center · California · Other Services

$11M in assets, 272 participants

Oshman Family Jewish Community Center's Oshman Family Jewish Community Center 403(b) Plan reported $11M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,058 in Other Services (7,857 peers)

Coverage in California

Oshman Family Jewish Community Center 403(b) Plan covers 272 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $11M.

#6,058
in Other Services (7,857 peers)
+31.1%
assets growth YoY

Oshman Family Jewish Community Center 403(b) Plan's mid-pack asset rank among Other Services and all filers

Oshman Family Jewish Community Center 403(b) Plan vs every filed plan by assets

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

$10,570,346 Top 40% higher than 60% 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

Oshman Family Jewish Community Center 403(b) 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. Oshman Family Jewish Community Center 403(b) Plan sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oshman Family Jewish Community Center 403(b) Plan reported net income rose from -$779K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Oshman Family Jewish Community Center 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Oshman Family Jewish Community Center 403(b) Plan reported participants rose from 212 in the plan year 2022 filing to 272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770185734 · Oshman Family Jewish Community Center PY 2023 · 401(k)

Oshman Family Jewish Community Center 403(b) Plan · $11M · 272 · 60th

  • TYPE $11M
  • TYPE 272
  • TYPE 60th
  • TYPE 401(k)
  • TYPE near Digital Promise 401(k) Plan
  • TYPE ind #6058

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 California →

Oshman Family Jewish Community Center 403(b) Plan in the asset neighbourhood

Oshman Family Jewish Community Center 403(b) PlanOshman Family Jewish Communi…$11MDigital Promise 401(k) Plan$11MSunrich Products 401(k) Plan$11MBna Employee Stock Ownership 401(k) PlanBna Employee Stock Ownership…$11MLk Metrology, Inc. 401(k) PlanLk Metrology, Inc. 401(k) Pl…$11M
End-of-year total assets ($M) among Oshman Family Jewish Community Center 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN770185734
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oshman Family Jewish Community Center)

Sponsor-wide plan assets over time

All Oshman Family Jewish Community Center plans reported in each filing year

Latest sponsor-wide plan assets
$13M 60.91473830068965% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.06M $13M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 212 $8M
2023 1 272 $11M
2024 1 230 $13M

Nearby 401(k) Plans in California

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

Oshman Family Jewish Community Center 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oshman Family Jewish Community Center 403(b) Plan, Total assets ($B): 0.010570346 · Participants: 272Oshman Family Jewish Community Center 403(b) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Oshman Family Jewish Community Center 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oshman Family Jewish Community Center 403(b) Plan side-by-side with 3 peers →

Oshman Family Jewish Community Center 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Digital Promise 401(k) Plan in DC ($11M); by covered participants it is Feesers, Inc. Profit Sharing Plan in PA (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Oshman Family Jewish Community Center 403(b) Plan assets move in 2023? ▼
Oshman Family Jewish Community Center 403(b) Plan surged - up 31.1% during 2023, from $8M to $11M. Reported net income was $3M.
How have Oshman Family Jewish Community Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oshman Family Jewish Community Center's sponsor-wide assets grew 60.9%, from $8M to $13M.
Which 401(k) plans are similar in size to Oshman Family Jewish Community Center 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Digital Promise 401(k) Plan in DC ($11M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Oshman Family Jewish Community Center 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Feesers, Inc. Profit Sharing Plan in PA (272 participants, N/A 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 770185734.

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.