Defined Benefit (Pension) · DOL Form 5500 · 2023

The Jewish Home for the Elderly Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
81
Participants Small participant base
38th
Percentile by assets National rank
$43,362
Avg per participant Low balance/head
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Official DOL plan name: Jewish Home for the Elderly Defined Benefit Pension Plan · Sponsored by The Jewish Home for the Elderly · Connecticut · Healthcare & Social Assistance

$4M in assets, 81 participants

The Jewish Home for the Elderly's Jewish Home for the Elderly Defined Benefit Pension Plan reported $4M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,064 in Healthcare & Social Assistance (17,684 peers)

The Jewish Home for the Elderly multi-year trail

The Jewish Home for the Elderly's plans moved +14.5% in assets from 2022 to 2024; this filing shows Jewish Home for the Elderly Defined Benefit Pension Plan at $4M / 81 participants.

#7,064
in Healthcare & Social Assistance (17,684 peers)
+24.5%
assets growth YoY

Jewish Home for the Elderly Defined Benefit Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jewish Home for the Elderly Defined Benefit Pension Plan vs every filed plan by assets

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

$3,512,352 38th percentile higher than 38% 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

Jewish Home for the Elderly Defined Benefit Pension 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 Home for the Elderly Defined Benefit Pension Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jewish Home for the Elderly Defined Benefit Pension Plan reported net income rose from -$25K in the plan year 2022 filing to $692K in the plan year 2023 filing.
  • Jewish Home for the Elderly Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jewish Home for the Elderly Defined Benefit Pension Plan reported participants fell from 92 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060846991 · The Jewish Home for the Elderly PY 2023 · Defined Benefit (Pension)

Jewish Home for the Elderly Defined Benefit Pension Plan · $4M · 81 · 38th

  • EBSA $4M
  • PART 81
  • TYPE 38th
  • NET Defined Benefit (Pension)
  • BOOK near Cleveland Soft Drink Workers Pension Plan
  • VS-ST ind #7064

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 Connecticut →

Jewish Home for the Elderly Defined Benefit Pension Plan in the asset neighbourhood

Jewish Home for the Elderly Defined Benefit Pension PlanJewish Home for the Elderly …$4MCleveland Soft Drink Workers Pension PlanCleveland Soft Drink Workers…$4MAllied Security Pension Fund$4MHaworth Hourly Pension Plan$4MMemorial Foundation for Jewish Culture, Inc. Defined Benefit Pension PlanMemorial Foundation for Jewi…$4M
End-of-year total assets ($M) among Jewish Home for the Elderly Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

The Jewish Home for the Elderly multi-year asset trail

Sponsor-wide plan assets over time

All The Jewish Home for the Elderly plans reported in each filing year

Latest sponsor-wide plan assets
$32M 14.451434473152355% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $28M $32M ▲ +14.4%
Year Plans Participants Total Assets
2022 2 764 $28M
2023 2 794 $32M
2024 2 864 $32M

The Jewish Home for the Elderly filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$692K
Employer EIN060846991
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jewish Home for the Elderly Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Jewish Home for the Elderly Defined Benefit Pension Plan, Total assets ($B): 0.003512352 · Participants: 81Jewish Home for the Elderly Defined Benefit Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Jewish Home for the Elderly Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Jewish Home for the Elderly Defined Benefit Pension Plan side-by-side with 3 peers →

Jewish Home for the Elderly Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Cleveland Soft Drink Workers Pension Plan in OH ($4M); by covered participants it is Star Tribune Retirement Plan O in MN (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Jewish Home for the Elderly Defined Benefit Pension Plan assets move in 2023? ▼
Jewish Home for the Elderly Defined Benefit Pension Plan grew sharply - up 24.5% during 2023, from $3M to $4M. Reported net income was $692K.
How have The Jewish Home for the Elderly plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Jewish Home for the Elderly's sponsor-wide assets grew 14.5%, from $28M to $32M.
Which Defined Benefit (Pension) plans are similar in size to Jewish Home for the Elderly Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cleveland Soft Drink Workers Pension Plan in OH ($4M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jewish Home for the Elderly Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Star Tribune Retirement Plan O in MN (81 participants, $78M in assets).

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) - original filing retrieval by EIN 060846991.

Read our methodology - how this data is sourced, computed, and verified.

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