401(k) · DOL Form 5500 · 2024

Jewish Senior Life 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
883
Participants Near avg headcount
75th
Percentile by assets National rank
$29,639
Avg per participant Low balance/head
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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.

  • #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.

#13,331
in Healthcare & Social Assistance (16,916 peers)
+14.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jewish Senior Life 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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

Jewish Senior Life 401(k) Retirement 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. Jewish Senior Life 401(k) Retirement Plan sits mid-pack in the medium band (883 participants).

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 →

Plan-year Form 5500 strip

Filing strip 223409164 · Jewish Senior Life PY 2024 · 401(k)

Jewish Senior Life 401(k) Retirement Plan · $26M · 883 · 75th

  • VS-ST $26M
  • VS-ST 883
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near Diversified Technologies 401(k) Plan
  • VS-ST ind #13331

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 New York →

Jewish Senior Life 401(k) Retirement Plan in the asset neighbourhood

Jewish Senior Life 401(k) Retirement PlanJewish Senior Life 401(k) Re…$26MDiversified Technologies 401(k) PlanDiversified Technologies 401…$26MUS Healthconnect, Inc. 401(k) PlanUS Healthconnect, Inc. 401(k…$26MCapin Crouse LLP Savings and Investment PlanCapin Crouse LLP Savings and…$26MDreyer & Reinbold, Inc. Savings PlanDreyer & Reinbold, Inc. Savi…$26M
End-of-year total assets ($M) among Jewish Senior Life 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Jewish Senior Life plans reported in each filing year

Latest sponsor-wide plan assets
$26M 40.942899241622136% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $26.2M ▲ +40.9%
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 ($B) Participants Jewish Senior Life 401(k) Retirement Plan, Total assets ($B): 0.026171095 · Participants: 883Jewish Senior Life 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Jewish Senior Life 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jewish Senior Life 401(k) Retirement Plan side-by-side with 3 peers →

Jewish Senior Life 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Diversified Technologies 401(k) Plan in MA ($26M); by covered participants it is Acertus 401(k) Plan in MO (883 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (883 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 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).
Which 401(k) plans cover a similar participant headcount to Jewish Senior Life 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acertus 401(k) Plan in MO (883 participants, $18M 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 223409164.

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.