Other · DOL Form 5500 · 2023

Jewish Family Service of Atlantic County, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
251
Participants Below avg headcount
56th
Percentile by assets National rank
$35,860
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County · Sponsored by Jewish Family Service of Atlantic County, Inc. · New Jersey · Healthcare & Social Assistance

$9M in assets, 251 participants

Jewish Family Service of Atlantic County, Inc.'s Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County reported $9M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,956 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County covers 251 participants in New Jersey, about 30% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.

#10,956
in Healthcare & Social Assistance (17,684 peers)
+21.9%
assets growth YoY

Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,000,779 Top 44% higher than 56% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Tax Deferred Annuity Plan of Jewish Family Service of Atlantic 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. Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County reported participants rose from 168 in the plan year 2022 filing to 251 in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222119902 · Jewish Family Service of Atlantic County, Inc. PY 2023 · Other

Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County · $9M · 251 · 56th

  • NET $9M
  • BOOK 251
  • VS-ST 56th
  • BOY Other
  • SCH near Retirement Plan for the Center for Hospice and Palliative Care, Inc.
  • EBSA ind #10956

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 New Jersey →

Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County in the asset neighbourhood

Tax Deferred Annuity Plan of Jewish Family Service of Atlantic CountyTax Deferred Annuity Plan of…$9MRetirement Plan for the Center for Hospice and Palliative Care, Inc.Retirement Plan for the Cent…$9MFrom the Heart Church Ministries, Inc. Retirement Plan and TrustFrom the Heart Church Minist…$9M403(b) Thrift Plan of Girl Scouts of Minnesota and Wisconsin River Valleys, Inc.403(b) Thrift Plan of Girl S…$9MCommunity of Hope 403(b)$9M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN222119902
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Family Service of Atlantic County, Inc.)

Sponsor-wide plan assets over time

All Jewish Family Service of Atlantic County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.808889240295535% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.39M $9.96M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 168 $7M
2023 1 251 $9M
2024 1 201 $10M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County, Total assets ($B): 0.009000779 · Participants: 251Tax Deferred Annuity Plan of Jewish Family Service of Atlantic CountyPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County vs. nearby Other plans in New Jersey, assets vs. participants
Compare Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County side-by-side with 3 peers →

Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Retirement Plan for the Center for Hospice and Palliative Care, Inc. in IN ($9M); by covered participants it is St. Paul Academy and Summit School 403(b) DC Plan in MN (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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.

Frequently Asked Questions

How did Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County assets move in 2023? ▼
Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County grew sharply - up 21.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have Jewish Family Service of Atlantic County, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Family Service of Atlantic County, Inc.'s sponsor-wide assets grew 34.8%, from $7M to $10M.
Which Other plans are similar in size to Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County? ▼
Among Other plans in other states, the closest by assets is Retirement Plan for the Center for Hospice and Palliative Care, Inc. in IN ($9M, 176 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Jewish Family Service of Atlantic County? ▼
Among Other plans in other states, the closest by covered participants is St. Paul Academy and Summit School 403(b) DC Plan in MN (251 participants, $57M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222119902.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.