401(k) · DOL Form 5500 · 2024
Donna Klein Jewish Academy, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 189
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $52,910
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. · Sponsored by Donna Klein Jewish Academy, Inc. · Florida · Other Services
$10M in assets, 189 participants
Donna Klein Jewish Academy, Inc.'s 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. reported $10M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #5,751 in Other Services (7,719 peers)
Coverage in Florida
403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. covers 189 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $10M.
- #5,751
- in Other Services (7,719 peers)
- +2.9%
- assets growth YoY
403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc.'s mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,000,005 Top 44% higher than 56% 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
403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. 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. 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. sits mid-pack in the medium band (189 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. reported net income fell from $1M in the plan year 2023 filing to $285K in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. reported participants rose from 174 in the plan year 2023 filing to 189 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 651129890 · Donna Klein Jewish Academy, Inc. PY 2024 · 401(k)
403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. · $10M · 189 · 56th
- EBSA $10M
- PART 189
- TYPE 56th
- NET 401(k)
- BOOK near Employ Source Inc. 401(k) Plan
- VS-ST ind #5751
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 Other Services retirement plans → · Plans in Florida →
403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc. in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $285K |
| Employer EIN | 651129890 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Donna Klein Jewish Academy, Inc.)
Sponsor-wide plan assets over time
All Donna Klein Jewish Academy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 16.212022220657236% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $9M |
| 2023 | 1 | 174 | $10M |
| 2024 | 1 | 189 | $10M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
403(b) Thrift Plan for Employees of Donna Klein Jewish Academy, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Employ Source Inc. 401(k) Plan in IL ($10M); by covered participants it is Prevailing Multiple Employer Plan in MD (189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Employ Source Inc. 401(k) Plan (IL) $10M · 778
- Oral Arts Laboratory. Inc. Profit Sharing Plan (AL) $10M · 362
- The Cam Collective 401(k) Plan (IL) $10M · 269
- Regina Coeli Child Development Center Retirement Plan (LA) $10M · 369
Similar participant headcount
Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.
- Prevailing Multiple Employer Plan (MD) 189 · 0 off
- Grapetree 401(k) Retirement Savings Plan (IA) 189 · 0 off
- Sherrill, Inc. 401(k) Profit Sharing Plan & Trust (NC) 189 · 0 off
- Alimed 401(k) Plan (MA) 189 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.