Other · DOL Form 5500 · 2023
Jewish Family & Childrens Service Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 283
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $45,947
- Avg per participant Low balance/head
Official DOL plan name: The Jf&cs Partnership 403(b) Plan · Sponsored by Jewish Family & Childrens Service · Massachusetts · Healthcare & Social Assistance
$13M in assets, 283 participants
Jewish Family & Childrens Service's The Jf&cs Partnership 403(b) Plan reported $13M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,287 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
The Jf&cs Partnership 403(b) Plan covers 283 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.
- #12,287
- in Healthcare & Social Assistance (17,684 peers)
- +16.2%
- assets growth YoY
The Jf&cs Partnership 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Jf&cs Partnership 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,002,986 Top 36% higher than 64% 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
The Jf&cs Partnership 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. The Jf&cs Partnership 403(b) Plan sits mid-pack in the medium band (283 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Jf&cs Partnership 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Jf&cs Partnership 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- The Jf&cs Partnership 403(b) Plan reported participants fell from 293 in the plan year 2022 filing to 283 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042104356 · Jewish Family & Childrens Service PY 2023 · Other
The Jf&cs Partnership 403(b) Plan · $13M · 283 · 64th
- BOOK $13M
- VS-ST 283
- BOY 64th
- SCH Other
- EBSA near Blue Ridge Community Health Services Inc. Employer's 403(b) Plan
- PART ind #12287
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 Massachusetts →
The Jf&cs Partnership 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 042104356 |
| Plan Effective Date | 2006-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish Family & Childrens Service)
Sponsor-wide plan assets over time
All Jewish Family & Childrens Service plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 17.908053137863998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 293 | $11M |
| 2023 | 1 | 283 | $13M |
| 2024 | 1 | 292 | $13M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
The Jf&cs Partnership 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Blue Ridge Community Health Services Inc. Employer's 403(b) Plan in NC ($13M); by covered participants it is Conservation Legacy 403(b) Retirement Plan in CO (283 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (283 participants); asset peers above are excluded.
- Conservation Legacy 403(b) Retirement Plan (CO) 283 · 0 off
- Greater Nashua Mental Health 403(b) Plan (NH) 283 · 0 off
- Ravenscroft School Retirement Plan (NC) 283 · 0 off
- Avid Center Retirement Plan 403(b) (CA) 283 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.