Other · DOL Form 5500 · 2023
Milton Gottesman Jewish Day School of the Nations Capital Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $31,380
- Avg per participant Low balance/head
Official DOL plan name: Jewish Primary Day School of the Nation's Capital 403(b) DC Plan · Sponsored by Milton Gottesman Jewish Day School of the Nations Capital · District of Columbia · Educational Services
$3M in assets, 93 participants
Milton Gottesman Jewish Day School of the Nations Capital's Jewish Primary Day School of the Nation's Capital 403(b) DC Plan reported $3M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #869 in Educational Services (3,735 peers)
2023 asset change
Jewish Primary Day School of the Nation's Capital 403(b) DC Plan grew sharply 21.7% in 2023 ($2M → $3M) for 93 participants.
- #869
- in Educational Services (3,735 peers)
- +21.7%
- assets growth YoY
Jewish Primary Day School of the Nation's Capital 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Jewish Primary Day School of the Nation's Capital 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,918,331 35th percentile higher than 35% 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
Jewish Primary Day School of the Nation's Capital 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jewish Primary Day School of the Nation's Capital 403(b) DC Plan is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jewish Primary Day School of the Nation's Capital 403(b) DC Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Jewish Primary Day School of the Nation's Capital 403(b) DC Plan reported net income rose from $436K in the plan year 2022 filing to $520K in the plan year 2023 filing.
- Jewish Primary Day School of the Nation's Capital 403(b) DC Plan reported participants fell from 98 in the plan year 2022 filing to 93 in the plan year 2023 filing.
DOL schedule card
Filing strip 522115715 · Milton Gottesman Jewish Day School of the Nations Capital PY 2023 · Other
Jewish Primary Day School of the Nation's Capital 403(b) DC Plan · $3M · 93 · 35th
- NET $3M
- NET 93
- NET 35th
- NET Other
- NET near 403(b) Thrift Plan of Goodwill of the Southern Alleghenies
- NET ind #869
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 Educational Services retirement plans → · Plans in District of Columbia →
Jewish Primary Day School of the Nation's Capital 403(b) DC Plan in the asset neighbourhood
Milton Gottesman Jewish Day School of the Nations Capital years around the 2023 move
Sponsor-wide plan assets over time
All Milton Gottesman Jewish Day School of the Nations Capital plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $2M |
| 2023 | 1 | 93 | $3M |
| 2024 | 1 | 101 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $520K |
| Employer EIN | 522115715 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
Jewish Primary Day School of the Nation's Capital 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is 403(b) Thrift Plan of Goodwill of the Southern Alleghenies in PA ($3M); by covered participants it is New England Historic Genealogical Society Defined Contribution Plan in MA (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 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.