Other · DOL Form 5500 · 2023
Bernard Osher Marin Jewish Community Center Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $67,348
- Avg per participant Below avg balance/head
Official DOL plan name: Osher Marin Jcc 403(b) Plan · Sponsored by Bernard Osher Marin Jewish Community Center · California · Healthcare & Social Assistance
$7M in assets, 99 participants
Bernard Osher Marin Jewish Community Center's Osher Marin Jcc 403(b) Plan reported $7M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,772 in Healthcare & Social Assistance (17,684 peers)
Bernard Osher Marin Jewish Community Center multi-year trail
Bernard Osher Marin Jewish Community Center's plans moved +34.4% in assets from 2022 to 2024; this filing shows Osher Marin Jcc 403(b) Plan at $7M / 99 participants.
- #9,772
- in Healthcare & Social Assistance (17,684 peers)
- +17.3%
- assets growth YoY
Osher Marin Jcc 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Osher Marin Jcc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,667,419 Top 50% higher than 50% 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
Osher Marin Jcc 403(b) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osher Marin Jcc 403(b) Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Osher Marin Jcc 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $982K in the plan year 2023 filing.
- Osher Marin Jcc 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Osher Marin Jcc 403(b) Plan reported participants rose from 94 in the plan year 2022 filing to 99 in the plan year 2023 filing.
DOL schedule card
Filing strip 680360243 · Bernard Osher Marin Jewish Community Center PY 2023 · Other
Osher Marin Jcc 403(b) Plan · $7M · 99 · 50th
- BOOK $7M
- VS-ST 99
- BOY 50th
- SCH Other
- EBSA near Manned Space Flight Education Foundation 403(b) Plan
- PART ind #9772
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 California →
Osher Marin Jcc 403(b) Plan in the asset neighbourhood
Bernard Osher Marin Jewish Community Center multi-year asset trail
Sponsor-wide plan assets over time
All Bernard Osher Marin Jewish Community Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 34.365802205131466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $6M |
| 2023 | 1 | 99 | $7M |
| 2024 | 1 | 103 | $8M |
Bernard Osher Marin Jewish Community Center filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $982K |
| Employer EIN | 680360243 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Osher Marin Jcc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Manned Space Flight Education Foundation 403(b) Plan in TX ($7M); by covered participants it is Graduate Management Admission Council Retirement Plan in VA (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 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.