Other · DOL Form 5500 · 2023

Jewish Family & Community Services, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
192
Participants Below avg headcount
32nd
Percentile by assets National rank
$11,622
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Jewish Family & Community Services, Inc. · Sponsored by Jewish Family & Community Services, Inc. · Florida · Healthcare & Social Assistance

$2M in assets, 192 participants

Jewish Family & Community Services, Inc.'s 403(b) Thrift Plan of Jewish Family & Community Services, Inc. reported $2M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,472 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

403(b) Thrift Plan of Jewish Family & Community Services, Inc. covers 192 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#5,472
in Healthcare & Social Assistance (17,684 peers)
+9.4%
assets growth YoY

403(b) Thrift Plan of Jewish Family & Community Services, Inc. among the smaller filed plans by assets

403(b) Thrift Plan of Jewish Family & Community Services, Inc. vs every filed plan by assets

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

$2,231,513 32nd percentile higher than 32% 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

403(b) Thrift Plan of Jewish Family & Community Services, Inc. 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. 403(b) Thrift Plan of Jewish Family & Community Services, Inc. sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Jewish Family & Community Services, Inc. reported net income fell from $324K in the plan year 2022 filing to $191K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Jewish Family & Community Services, Inc. reported participants fell from 231 in the plan year 2022 filing to 192 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Jewish Family & Community Services, Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590637868 · Jewish Family & Community Services, Inc. PY 2023 · Other

403(b) Thrift Plan of Jewish Family & Community Services, Inc. · $2M · 192 · 32nd

  • EBSA $2M
  • PART 192
  • TYPE 32nd
  • NET Other
  • BOOK near Community Living and Learning, Inc. Tax Sheltered Annuity Plan
  • VS-ST ind #5472

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 Florida →

403(b) Thrift Plan of Jewish Family & Community Services, Inc. in the asset neighbourhood

403(b) Thrift Plan of Jewish Family & Community Services, Inc.403(b) Thrift Plan of Jewish…$2MCommunity Living and Learning, Inc. Tax Sheltered Annuity PlanCommunity Living and Learnin…$2MThe Kennedy Center, Inc. 403(b) Retirement PlanThe Kennedy Center, Inc. 403…$2MChildrens Home of Northern Kentucky 403b PlanChildrens Home of Northern K…$2MRetina Specialists, PA Vip Plus 401(k)Retina Specialists, PA Vip P…$2M
End-of-year total assets ($M) among 403(b) Thrift Plan of Jewish Family & Community Services, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$191K
Employer EIN590637868
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Family & Community Services, Inc.)

Sponsor-wide plan assets over time

All Jewish Family & Community Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.711424692314104% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.04M $2.89M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 231 $2M
2023 1 192 $2M
2024 1 210 $3M

Nearby Other Plans in Florida

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

403(b) Thrift Plan of Jewish Family & Community Services, Inc. vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants 403(b) Thrift Plan of Jewish Family & Community Services, Inc., Total assets ($B): 0.002231513 · Participants: 192403(b) Thrift Plan of Jewish Family & Community Services, Inc.Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
403(b) Thrift Plan of Jewish Family & Community Services, Inc. vs. nearby Other plans in Florida, assets vs. participants

403(b) Thrift Plan of Jewish Family & Community Services, Inc.'s out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA ($2M); by covered participants it is Greater Minnesota Family Services 403(b) Plan in MN (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 403(b) Thrift Plan of Jewish Family & Community Services, Inc. assets move in 2023?
403(b) Thrift Plan of Jewish Family & Community Services, Inc. grew at a solid clip - up 9.4% during 2023, from $2M to $2M. Reported net income was $191K.
How have Jewish Family & Community Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jewish Family & Community Services, Inc.'s sponsor-wide assets grew 41.7%, from $2M to $3M.
Which Other plans are similar in size to 403(b) Thrift Plan of Jewish Family & Community Services, Inc.?
Among Other plans in other states, the closest by assets is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA ($2M, 112 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Jewish Family & Community Services, Inc.?
Among Other plans in other states, the closest by covered participants is Greater Minnesota Family Services 403(b) Plan in MN (192 participants, $6M in assets).