Other · DOL Form 5500 · 2023
The Jewish Federations of North America Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $144,073
- Avg per participant Near avg balance/head
Official DOL plan name: The Jewish Federations of North America 403(b) DC Plan · Sponsored by The Jewish Federations of North America · New York · Other Services
$23M in assets, 158 participants
The Jewish Federations of North America's The Jewish Federations of North America 403(b) DC Plan reported $23M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #6,806 in Other Services (7,857 peers)
Coverage in New York
The Jewish Federations of North America 403(b) DC Plan covers 158 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $23M.
- #6,806
- in Other Services (7,857 peers)
- +18.7%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Jewish Federations of North America 403(b) DC Plan's outsized position by total assets
The Jewish Federations of North America 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,763,539 Top 25% higher than 75% 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 Jewish Federations of North America 403(b) DC 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 Jewish Federations of North America 403(b) DC Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Jewish Federations of North America 403(b) DC Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Jewish Federations of North America 403(b) DC Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- The Jewish Federations of North America 403(b) DC Plan reported participants rose from 140 in the plan year 2022 filing to 158 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131624240 · The Jewish Federations of North America PY 2023 · Other
The Jewish Federations of North America 403(b) DC Plan · $23M · 158 · 75th
- VS-ST $23M
- VS-ST 158
- VS-ST 75th
- VS-ST Other
- VS-ST near The Ivymount School and Programs 403(b) Plan
- VS-ST ind #6806
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 New York →
The Jewish Federations of North America 403(b) DC Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 131624240 |
| Plan Effective Date | 2013-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Jewish Federations of North America)
Sponsor-wide plan assets over time
All The Jewish Federations of North America plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 22.1451863991977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 169 | $38M |
| 2023 | 2 | 183 | $42M |
| 2024 | 2 | 173 | $46M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
The Jewish Federations of North America 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Ivymount School and Programs 403(b) Plan in MD ($23M); by covered participants it is Lawrence Academy Retirement Plan in MA (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (158 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.