Other · DOL Form 5500 · 2023
Jewish Federation of Greater Long Beach West Orange County Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $32,191
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County · Sponsored by Jewish Federation of Greater Long Beach West Orange County · California · Other Services
$4M in assets, 132 participants
Jewish Federation of Greater Long Beach West Orange County's 403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County reported $4M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #5,021 in Other Services (7,857 peers)
Coverage in California
403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County covers 132 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $4M.
- #5,021
- in Other Services (7,857 peers)
- +9.5%
- assets growth YoY
403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,249,219 41st percentile higher than 41% 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
403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County 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 of Jewish Federation of Greater Long Beach & West Orange County sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County reported participants rose from 15 in the plan year 2022 filing to 132 in the plan year 2023 filing.
- 403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County reported net income rose from -$837K in the plan year 2022 filing to $369K in the plan year 2023 filing.
- 403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951647830 · Jewish Federation of Greater Long Beach West Orange County PY 2023 · Other
403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County · $4M · 132 · 41st
- VS-ST $4M
- VS-ST 132
- VS-ST 41st
- VS-ST Other
- VS-ST near Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan
- VS-ST ind #5021
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 →
403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $369K |
| Employer EIN | 951647830 |
| Plan Effective Date | 2005-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish Federation of Greater Long Beach West Orange County)
Sponsor-wide plan assets over time
All Jewish Federation of Greater Long Beach West Orange County plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.710884817510568% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $4M |
| 2023 | 1 | 132 | $4M |
| 2024 | 1 | 152 | $5M |
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
403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan in NY ($4M); by covered participants it is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan (NY) $4M · 183
- 403(b) Thrift Plan for Girl Scouts of Oregon and Southwest Washington, Inc. (OR) $4M · 76
- New Directions Northwest, Inc. 403b Profit Sharing Plan (OR) $4M · 112
- New York City Mission Society 403(b) Plan (NY) $4M · 69
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan (LA) 132 · 0 off
- Community Program Centers of Long Island, Inc. 403 (NY) 132 · 0 off
- Bernard Zell Anshe Emet Day School Retirement Plan (IL) 132 · 0 off
- The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health (WA) 132 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.