401(k) · DOL Form 5500 · 2024

San Diego Jewish Academy 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
171
Participants Small participant base
65th
Percentile by assets National rank
$91,837
Avg per participant Below avg balance/head
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Official DOL plan name: San Diego Jewish Academy 401(k) Savings Plan · Sponsored by San Diego Jewish Academy · California · Educational Services

$16M in assets, 171 participants

San Diego Jewish Academy's San Diego Jewish Academy 401(k) Savings Plan reported $16M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,749 in Educational Services (3,638 peers)

Coverage in California

San Diego Jewish Academy 401(k) Savings Plan covers 171 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $16M.

#1,749
in Educational Services (3,638 peers)
+17.7%
assets growth YoY

San Diego Jewish Academy 401(k) Savings Plan's mid-pack asset rank among Educational Services and all filers

San Diego Jewish Academy 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,704,086 Top 35% higher than 65% of 123,620 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 2024

San Diego Jewish Academy 401(k) Savings 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. San Diego Jewish Academy 401(k) Savings Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • San Diego Jewish Academy 401(k) Savings Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • San Diego Jewish Academy 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • San Diego Jewish Academy 401(k) Savings Plan reported participants fell from 173 in the plan year 2023 filing to 171 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953287745 · San Diego Jewish Academy PY 2024 · 401(k)

San Diego Jewish Academy 401(k) Savings Plan · $16M · 171 · 65th

  • NET $16M
  • NET 171
  • NET 65th
  • NET 401(k)
  • NET near Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust
  • NET ind #1749

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 →

San Diego Jewish Academy 401(k) Savings Plan in the asset neighbourhood

San Diego Jewish Academy 401(k) Savings PlanSan Diego Jewish Academy 401…$16MSoftware Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and TrustSoftware Guidance and Assist…$16MLloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing PlanLloyd, Gray, Whitehead & Mon…$16MPra Events, Inc. 401(k) Plan$16ML.R. Willson & Sons Employee Retirement PlanL.R. Willson & Sons Employee…$16M
End-of-year total assets ($M) among San Diego Jewish Academy 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN953287745
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Diego Jewish Academy)

Sponsor-wide plan assets over time

All San Diego Jewish Academy plans reported in each filing year

Latest sponsor-wide plan assets
$16M 44.30664958348959% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $15.7M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 174 $11M
2023 1 173 $13M
2024 1 171 $16M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

San Diego Jewish Academy 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants San Diego Jewish Academy 401(k) Savings Plan, Total assets ($B): 0.015704086 · Participants: 171San Diego Jewish Academy 401(k) Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
San Diego Jewish Academy 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Diego Jewish Academy 401(k) Savings Plan side-by-side with 3 peers →

San Diego Jewish Academy 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust in NY ($16M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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.

Frequently Asked Questions

How did San Diego Jewish Academy 401(k) Savings Plan assets move in 2024? ▼
San Diego Jewish Academy 401(k) Savings Plan grew sharply - up 17.7% during 2024, from $13M to $16M. Reported net income was $2M.
How have San Diego Jewish Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Diego Jewish Academy's sponsor-wide assets grew 44.3%, from $11M to $16M.
Which 401(k) plans are similar in size to San Diego Jewish Academy 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust in NY ($16M, 283 participants).
Which 401(k) plans cover a similar participant headcount to San Diego Jewish Academy 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Tech Inc in NJ (171 participants, $60K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953287745.

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.