401(k) · DOL Form 5500 · 2023
Jewish Community Federation of San Francisco, the Peninsula, Marin and 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $143,790
- Avg per participant Near avg balance/head
Official DOL plan name: Jewish Community Federation 403(b) Plan · Sponsored by Jewish Community Federation of San Francisco, the Peninsula, Marin and · California · Other Services
$13M in assets, 92 participants
Jewish Community Federation of San Francisco, the Peninsula, Marin and's Jewish Community Federation 403(b) Plan reported $13M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #6,301 in Other Services (7,857 peers)
Jewish Community Federation of San Francisco, the Peninsula, Marin and multi-year trail
Jewish Community Federation of San Francisco, the Peninsula, Marin and's plans moved +40.6% in assets from 2022 to 2024; this filing shows Jewish Community Federation 403(b) Plan at $13M / 92 participants.
- #6,301
- in Other Services (7,857 peers)
- +18.5%
- assets growth YoY
Jewish Community Federation 403(b) Plan's mid-pack asset rank among Other Services and all filers
Jewish Community Federation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,228,690 Top 35% higher than 65% 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
Jewish Community Federation 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. Jewish Community Federation 403(b) Plan is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jewish Community Federation 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Jewish Community Federation 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Jewish Community Federation 403(b) Plan reported participants fell from 100 in the plan year 2022 filing to 92 in the plan year 2023 filing.
DOL schedule card
Filing strip 941156533 · Jewish Community Federation of San Francisco, the Peninsula, Marin and PY 2023 · 401(k)
Jewish Community Federation 403(b) Plan · $13M · 92 · 65th
- ASSETS $13M
- PCT 92
- EIN 65th
- RANK 401(k)
- PHOTO near Kimble Company 401(k) Retirement Plan
- IND ind #6301
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 →
Jewish Community Federation 403(b) Plan in the asset neighbourhood
Jewish Community Federation of San Francisco, the Peninsula, Marin and multi-year asset trail
Sponsor-wide plan assets over time
All Jewish Community Federation of San Francisco, the Peninsula, Marin and plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 40.59084172484327% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $11M |
| 2023 | 1 | 92 | $13M |
| 2024 | 1 | 93 | $16M |
Jewish Community Federation of San Francisco, the Peninsula, Marin and filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 941156533 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Jewish Community Federation 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Kimble Company 401(k) Retirement Plan in OH ($13M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Kimble Company 401(k) Retirement Plan (OH) $13M · 213
- Delmonte Hotel Group 401(k) Plan (NY) $13M · 484
- Aabr, Inc. 403(b) Thrift Plan (NY) $13M · 416
- Hamilton Dental Associates, P.a. 401(k) Profit Sharing Plan (NJ) $13M · 95
Similar participant headcount
Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.
- Melanson, P.C. 401(k) Plan (NH) 92 · 0 off
- Rodland Motor Company 401(k) Plan (WA) 92 · 0 off
- The Tin Bucket Incorporated 401(k) Profit Sharing Plan (NE) 92 · 0 off
- IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 92 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.