Other · DOL Form 5500 · 2023
Harry and Rose Samson Family Jewish Community Center, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 161
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $37,211
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. · Sponsored by Harry and Rose Samson Family Jewish Community Center, Inc. · Wisconsin · Other Services
$6M in assets, 161 participants
Harry and Rose Samson Family Jewish Community Center, Inc.'s 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. reported $6M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #5,386 in Other Services (7,857 peers)
Coverage in Wisconsin
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. covers 161 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.
- #5,386
- in Other Services (7,857 peers)
- +20.4%
- assets growth YoY
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc.'s mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,990,982 48th percentile higher than 48% 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
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, 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 for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. reported net income rose from $94K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. reported participants rose from 152 in the plan year 2022 filing to 161 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 390806234 · Harry and Rose Samson Family Jewish Community Center, Inc. PY 2023 · Other
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. · $6M · 161 · 48th
- IND $6M
- EOY 161
- 5500 48th
- ASSETS Other
- PCT near Life Care Pastoral Services Tax Sheltered Annuity Plan
- EIN ind #5386
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 Wisconsin →
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 390806234 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harry and Rose Samson Family Jewish Community Center, Inc.)
Sponsor-wide plan assets over time
All Harry and Rose Samson Family Jewish Community Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 42.31817170539122% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $5M |
| 2023 | 1 | 161 | $6M |
| 2024 | 1 | 614 | $7M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc.'s out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Life Care Pastoral Services Tax Sheltered Annuity Plan in FL ($6M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (161 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.