Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Sinai Special Needs Institute 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Sinai, Special Needs Institute Β· New Jersey Β· Educational Services

What the 2023 filing shows

Sinai Special Needs Institute 403(b) Plan holds $11M for 212 participants - about $51,292 per participant, up 19.6% over the 2023 plan year.

$11M
total plan assets (2023 EOY)
212
covered participants
$51,292
avg assets per participant
+19.6%
assets growth YoY
Total Assets (2023)
$11M
Participants
212
State
Industry
Educational Services

What the Filing Says About Sinai Special Needs Institute 403(b) Plan

Sinai Special Needs Institute 403(b) Plan is a Profit Sharing retirement plan sponsored by Sinai, Special Needs Institute, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 212 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 222942402, and the plan has been effective since 2009-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2023 to $11M at year-end β€” a gain of 19.6%. Net assets (after liabilities) closed the year at $11M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN222942402
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sinai, Special Needs Institute)

Year Plans Participants Total Assets
2022 1 192 $9M
2023 1 212 $11M
2024 1 237 $13M

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Sinai Special Needs Institute 403(b) Plan?
As of the 2023 Form 5500 filing, Sinai Special Needs Institute 403(b) Plan holds $11M in total assets with 212 participants. It is sponsored by Sinai, Special Needs Institute.
What type of plan is Sinai Special Needs Institute 403(b) Plan?
Sinai Special Needs Institute 403(b) Plan is a Profit Sharing plan. It has been effective since 2009-04-01. The plan is filed with the U.S. Department of Labor under EIN 222942402.
Who sponsors the Sinai Special Needs Institute 403(b) Plan?
Sinai Special Needs Institute 403(b) Plan is sponsored by Sinai, Special Needs Institute, located in New Jersey. The sponsor's EIN is 222942402 and the plan operates in the Educational Services industry.
How did Sinai Special Needs Institute 403(b) Plan perform in 2023?
Sinai Special Needs Institute 403(b) Plan grew by 19.6% during 2023, moving from $9M to $11M in total assets. Net income was $2M.
Where can I find official filings for Sinai Special Needs Institute 403(b) Plan?
Official Form 5500 filings for Sinai Special Needs Institute 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222942402 or plan name at efast.dol.gov.
How does Sinai Special Needs Institute 403(b) Plan compare to other plans?
You can compare Sinai Special Needs Institute 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 222942402.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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