401(k) · DOL Form 5500 · 2023

Jewish Family Service of San Diego 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
693
Participants Below avg headcount
73rd
Percentile by assets National rank
$29,809
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jewish Family Service of San Diego Flexible Contribution Retirement Plan · Sponsored by Jewish Family Service of San Diego · California · Healthcare & Social Assistance

$21M in assets, 693 participants

Jewish Family Service of San Diego's Jewish Family Service of San Diego Flexible Contribution Retirement Plan reported $21M in total assets and 693 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,704 in Healthcare & Social Assistance (17,684 peers)

Jewish Family Service of San Diego multi-year trail

Jewish Family Service of San Diego's plans moved +58.9% in assets from 2022 to 2024; this filing shows Jewish Family Service of San Diego Flexible Contribution Retirement Plan at $21M / 693 participants.

#13,704
in Healthcare & Social Assistance (17,684 peers)
+28.9%
assets growth YoY

Jewish Family Service of San Diego Flexible Contribution Retirement Plan's outsized position by total assets

Jewish Family Service of San Diego Flexible Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,657,648 Top 27% higher than 73% of 127,068 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 2023

Jewish Family Service of San Diego Flexible Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jewish Family Service of San Diego Flexible Contribution Retirement Plan sits mid-pack in the medium band (693 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jewish Family Service of San Diego Flexible Contribution Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Jewish Family Service of San Diego Flexible Contribution Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Jewish Family Service of San Diego Flexible Contribution Retirement Plan reported participants rose from 554 in the plan year 2022 filing to 693 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951644024 · Jewish Family Service of San Diego PY 2023 · 401(k)

Jewish Family Service of San Diego Flexible Contribution Retirement Plan · $21M · 693 · 73rd

  • VS-ST $21M
  • VS-ST 693
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Allpro Corporation 401(k) Retirement Plan
  • VS-ST ind #13704

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 California →

Jewish Family Service of San Diego Flexible Contribution Retirement Plan in the asset neighbourhood

Jewish Family Service of San Diego Flexible Contribution Retirement PlanJewish Family Service of San…$21MAllpro Corporation 401(k) Retirement PlanAllpro Corporation 401(k) Re…$21MFlashpoint 401(k) Retirement Plan and TrustFlashpoint 401(k) Retirement…$21MBerg Capital Corporation Profit Sharing PlanBerg Capital Corporation Pro…$21MGeorge E. Delallo Co., Inc. Salary-Reduction and Profit-Sharing PlanGeorge E. Delallo Co., Inc. …$21M
End-of-year total assets ($M) among Jewish Family Service of San Diego Flexible Contribution Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jewish Family Service of San Diego multi-year asset trail

Sponsor-wide plan assets over time

All Jewish Family Service of San Diego plans reported in each filing year

Latest sponsor-wide plan assets
$25M 58.87121825241262% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16M $25.5M ▲ +58.9%
Year Plans Participants Total Assets
2022 1 554 $16M
2023 1 693 $21M
2024 1 717 $25M

Jewish Family Service of San Diego filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN951644024
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jewish Family Service of San Diego Flexible Contribution Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jewish Family Service of San Diego Flexible Contribution Retirement Plan, Total assets ($B): 0.020657648 · Participants: 693Jewish Family Service of San Diego Flexible Contribution Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jewish Family Service of San Diego Flexible Contribution Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jewish Family Service of San Diego Flexible Contribution Retirement Plan side-by-side with 3 peers →

Jewish Family Service of San Diego Flexible Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Allpro Corporation 401(k) Retirement Plan in FL ($21M); by covered participants it is Thompson Industrial Services, LLC 401(k) Profit Sharing Plan in SC (693 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (693 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jewish Family Service of San Diego Flexible Contribution Retirement Plan assets move in 2023? ▼
Jewish Family Service of San Diego Flexible Contribution Retirement Plan grew sharply - up 28.9% during 2023, from $16M to $21M. Reported net income was $5M.
How have Jewish Family Service of San Diego plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Family Service of San Diego's sponsor-wide assets grew 58.9%, from $16M to $25M.
Which 401(k) plans are similar in size to Jewish Family Service of San Diego Flexible Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allpro Corporation 401(k) Retirement Plan in FL ($21M, 660 participants).
Which 401(k) plans cover a similar participant headcount to Jewish Family Service of San Diego Flexible Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thompson Industrial Services, LLC 401(k) Profit Sharing Plan in SC (693 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951644024.

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.