Other · DOL Form 5500 · 2024
The Emery Weiner Center for Jewish Education Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $130,236
- Avg per participant Near avg balance/head
Official DOL plan name: The Emery Weiner School Tax 403(b) Plan · Sponsored by The Emery Weiner Center for Jewish Education · Texas · Educational Services
$13M in assets, 103 participants
The Emery Weiner Center for Jewish Education's The Emery Weiner School Tax 403(b) Plan reported $13M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,624 in Educational Services (3,638 peers)
Coverage in Texas
The Emery Weiner School Tax 403(b) Plan covers 103 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $13M.
- #1,624
- in Educational Services (3,638 peers)
- +18.5%
- assets growth YoY
The Emery Weiner School Tax 403(b) Plan's mid-pack asset rank among Educational Services and all filers
The Emery Weiner School Tax 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,414,277 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Emery Weiner School Tax 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Emery Weiner School Tax 403(b) Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Emery Weiner School Tax 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Emery Weiner School Tax 403(b) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- The Emery Weiner School Tax 403(b) Plan reported participants fell from 105 in the plan year 2023 filing to 103 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 741990541 · The Emery Weiner Center for Jewish Education PY 2024 · Other
The Emery Weiner School Tax 403(b) Plan · $13M · 103 · 62nd
- TYPE $13M
- NET 103
- BOOK 62nd
- VS-ST Other
- BOY near Center for Research Libraries Defined Contribution Retirement Plan
- SCH ind #1624
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 Texas →
The Emery Weiner School Tax 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 741990541 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Emery Weiner Center for Jewish Education)
Sponsor-wide plan assets over time
All The Emery Weiner Center for Jewish Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 38.50115194978627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $10M |
| 2023 | 1 | 105 | $11M |
| 2024 | 1 | 103 | $13M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
The Emery Weiner School Tax 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Center for Research Libraries Defined Contribution Retirement Plan in IL ($13M); by covered participants it is The Arc of Orleans County Retirement Plan in NY (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.