Other · DOL Form 5500 · 2023
Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $172,249
- Avg per participant Above avg balance/head
Official DOL plan name: Tarbut V'torah 403(b) Plan · Sponsored by Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial · California · Educational Services
$23M in assets, 136 participants
Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial's Tarbut V'torah 403(b) Plan reported $23M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,212 in Educational Services (3,735 peers)
Coverage in California
Tarbut V'torah 403(b) Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $23M.
- #2,212
- in Educational Services (3,735 peers)
- +11.2%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Tarbut V'torah 403(b) Plan's outsized position by total assets
Tarbut V'torah 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,425,810 Top 25% higher than 75% 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
Tarbut V'torah 403(b) Plan 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. Tarbut V'torah 403(b) Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tarbut V'torah 403(b) Plan reported participants fell from 185 in the plan year 2022 filing to 136 in the plan year 2023 filing.
- Tarbut V'torah 403(b) Plan reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Tarbut V'torah 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 953374189 · Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial PY 2023 · Other
Tarbut V'torah 403(b) Plan · $23M · 136 · 75th
- EOY $23M
- EOY 136
- EOY 75th
- EOY Other
- EOY near American Association of State Colleges and Universities DC Plan
- EOY ind #2212
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 California →
Tarbut V'torah 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 953374189 |
| Plan Effective Date | 1999-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial)
Sponsor-wide plan assets over time
All Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 28.227791205166948% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $21M |
| 2023 | 1 | 136 | $23M |
| 2024 | 1 | 150 | $27M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Tarbut V'torah 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is American Association of State Colleges and Universities DC Plan in DC ($23M); by covered participants it is The Corporate Source, Inc. Pr 401(k) Plan in NY (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- The Corporate Source, Inc. Pr 401(k) Plan (NY) 136 · 0 off
- 403(b) Thrift Plan of Oakland Family Services (MI) 136 · 0 off
- Toyota De Puerto Rico, Corp. Savings and Investment (PR) 136 · 0 off
- Jva, Inc. Employees' Stock Bonus Plan and Trust (CO) 136 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.