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
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
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.
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 EIN | 223409164 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish Senior Life)
| 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.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
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.
- Diversified Technologies 401(k) Plan (MA) $26M · 120
- US Healthconnect, Inc. 401(k) Plan (PA) $26M · 306
- Capin Crouse LLP Savings and Investment Plan (IN) $26M · 210
- Dreyer & Reinbold, Inc. Savings Plan (IN) $26M · 246
Frequently Asked Questions
How did Jewish Senior Life 401(k) Retirement Plan assets move in 2024? ▼
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Ways to act on Jewish Senior Life 401(k) Retirement Plan's numbers.
- By total assets, Jewish Senior Life 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Jewish Senior Life's sponsor-wide assets have grown 40.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans