401(k) · DOL Form 5500 · 2024

Jewish Senior Life 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
883
Participants
75th
Percentile by assets
$29,639
Avg per participant
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Official DOL plan name: Jewish Senior Life 401(k) Retirement Plan · Sponsored by Jewish Senior Life · New York · Healthcare & Social Assistance

$26M in assets, 883 participants

Jewish Senior Life's Jewish Senior Life 401(k) Retirement Plan reported $26M in total assets and 883 participants in its 2024 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.

  • 75th percentile by assets (of 123,622 plans)
  • #13,331 in Healthcare & Social Assistance (16,916 peers)

Where Jewish Senior Life 401(k) Retirement Plan sits by assets

Jewish Senior Life 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 883 participants (~$29,639/participant), up 14.5% in 2024.

$26M
total plan assets (2024 EOY)
883
covered participants
75th
percentile by assets (of 123,622 plans)
$29,639
avg assets per participant

Where Jewish Senior Life 401(k) Retirement Plan sits by total assets

Jewish Senior Life 401(k) Retirement Plan vs every filed plan by assets

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

$26,171,095 Top 25% higher than 75% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jewish Senior Life 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Jewish Senior Life 401(k) Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Jewish Senior Life 401(k) Retirement Plan reported participants rose from 835 in the plan year 2023 filing to 883 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Jewish Senior Life 401(k) Retirement Plan vs the 2024 asset distribution

By assets, Jewish Senior Life 401(k) Retirement Plan outranks 75% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN223409164
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Senior Life)

$15M$20M$25M$30M 202220232024 $18.6M $26.2M ▲ +40.9%
Total plan assets by year, all Jewish Senior Life plans on file
Year Plans Participants Total Assets
2022 1 775 $19M
2023 1 835 $23M
2024 1 883 $26M

Nearby 401(k) Plans in New York

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

Jewish Senior Life 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jewish Senior Life 4…, Total assets ($B): 0.026171095 · Participants: 883Jewish Senior Life 4…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
Jewish Senior Life 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Jewish Senior Life 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Jewish Senior Life 401(k) Retirement Plan assets move in 2024?
Jewish Senior Life 401(k) Retirement Plan grew at a solid clip - up 14.5% during 2024, from $23M to $26M. Reported net income was $3M.
How have Jewish Senior Life plan assets changed over time?
Across 3 plan years on file (2022-2024), Jewish Senior Life's sponsor-wide assets grew 40.9%, from $19M to $26M.
Where does Jewish Senior Life 401(k) Retirement Plan rank by assets among Form 5500 filers?
Jewish Senior Life 401(k) Retirement Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jewish Senior Life 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Diversified Technologies 401(k) Plan in MA ($26M, 120 participants).

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