Other · DOL Form 5500 · 2023

Jewish Community of Louisville, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
125
Participants Small participant base
39th
Percentile by assets National rank
$29,374
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Jewish Community of Louisville, Inc. · Sponsored by Jewish Community of Louisville, Inc. · Kentucky · Healthcare & Social Assistance

$4M in assets, 125 participants

Jewish Community of Louisville, Inc.'s 403(b) Thrift Plan for Jewish Community of Louisville, Inc. reported $4M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,233 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

403(b) Thrift Plan for Jewish Community of Louisville, Inc. covers 125 participants in Kentucky, about 19% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#7,233
in Healthcare & Social Assistance (17,684 peers)
+3.7%
assets growth YoY

403(b) Thrift Plan for Jewish Community of Louisville, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Jewish Community of Louisville, Inc. vs every filed plan by assets

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

$3,671,754 39th percentile higher than 39% 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

403(b) Thrift Plan for Jewish Community of Louisville, Inc. 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. 403(b) Thrift Plan for Jewish Community of Louisville, Inc. sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Jewish Community of Louisville, Inc. reported net income rose from -$652K in the plan year 2022 filing to $132K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Jewish Community of Louisville, Inc. reported participants rose from 103 in the plan year 2022 filing to 125 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Jewish Community of Louisville, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610444765 · Jewish Community of Louisville, Inc. PY 2023 · Other

403(b) Thrift Plan for Jewish Community of Louisville, Inc. · $4M · 125 · 39th

  • ASSETS $4M
  • ASSETS 125
  • ASSETS 39th
  • ASSETS Other
  • ASSETS near City Union Mission Inc. Employees Retirement Plan
  • ASSETS ind #7233

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

403(b) Thrift Plan for Jewish Community of Louisville, Inc. in the asset neighbourhood

Denver Waldorf School 403b PlanDenver Waldorf School 403b P…$4MCetronia Ambulance Corps 403(b) PlanCetronia Ambulance Corps 403…$4MTax Deferred Annuity Plan of Family Health Centers of Georgia, Inc.Tax Deferred Annuity Plan of…$4M403(b) Thrift Plan for Jewish Community of Louisville, Inc.403(b) Thrift Plan for Jewis…$4MCity Union Mission Inc. Employees Retirement PlanCity Union Mission Inc. Empl…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan for Jewish Community of Louisville, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$132K
Employer EIN610444765
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Community of Louisville, Inc.)

Sponsor-wide plan assets over time

All Jewish Community of Louisville, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.629065338080865% vs 2022
2024 filing year
$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.54M $3.85M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 103 $4M
2023 1 125 $4M
2024 1 354 $4M

Nearby Other Plans in Kentucky

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

403(b) Thrift Plan for Jewish Community of Louisville, Inc. vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants 403(b) Thrift Plan for Jewish Community of Louisville, Inc., Total assets ($B): 0.003671754 · Participants: 125403(b) Thrift Plan for Jewish Community of Louisville, Inc.Norton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundEmh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor Plan
403(b) Thrift Plan for Jewish Community of Louisville, Inc. vs. nearby Other plans in Kentucky, assets vs. participants
Compare 403(b) Thrift Plan for Jewish Community of Louisville, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Jewish Community of Louisville, Inc.'s out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is City Union Mission Inc. Employees Retirement Plan in MO ($4M); by covered participants it is The American School in London Foundation 403(b) Retirement Plan in NJ (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 403(b) Thrift Plan for Jewish Community of Louisville, Inc. assets move in 2023? ▼
403(b) Thrift Plan for Jewish Community of Louisville, Inc. edged up modestly - up 3.7% during 2023, from $4M to $4M. Reported net income was $132K.
How have Jewish Community of Louisville, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Community of Louisville, Inc.'s sponsor-wide assets grew 8.6%, from $4M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan for Jewish Community of Louisville, Inc.? ▼
Among Other plans in other states, the closest by assets is City Union Mission Inc. Employees Retirement Plan in MO ($4M, 175 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Jewish Community of Louisville, Inc.? ▼
Among Other plans in other states, the closest by covered participants is The American School in London Foundation 403(b) Retirement Plan in NJ (125 participants, $58M 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 610444765.

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.