Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OSHMAN FAMILY JEWISH COMMUNITY CENTER

This Profit Sharing plan holds $13M in total assets and serves 230 participants as of 2024. It is sponsored by OSHMAN FAMILY JEWISH COMMUNITY CENTER in California. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$13M
Participants
230
State
Industry
Other Services

What the Filing Says About OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN

OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN is a Profit Sharing retirement plan sponsored by OSHMAN FAMILY JEWISH COMMUNITY CENTER, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 230 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 770185734, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2024 to $13M at year-end — a gain of 22.7%. Net assets (after liabilities) closed the year at $13M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN770185734
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (OSHMAN FAMILY JEWISH COMMUNITY CENTER)

Year Plans Participants Total Assets
2022 1 212 $8M
2023 1 272 $11M
2024 1 230 $13M

Nearby Profit Sharing Plans in California

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Frequently Asked Questions

How much money is in the OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN?
As of the 2024 Form 5500 filing, OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN holds $13M in total assets with 230 participants. It is sponsored by OSHMAN FAMILY JEWISH COMMUNITY CENTER.
What type of plan is OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN?
OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN is a Profit Sharing plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 770185734.
Who sponsors the OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN?
OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN is sponsored by OSHMAN FAMILY JEWISH COMMUNITY CENTER, located in California. The sponsor's EIN is 770185734 and the plan operates in the Other Services industry.
How did OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN perform in 2024?
OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN grew by 22.7% during 2024, moving from $11M to $13M in total assets. Net income was $2M.
Where can I find official filings for OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN?
Official Form 5500 filings for OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 770185734 or plan name at efast.dol.gov.
How does OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN compare to other plans?
You can compare OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 770185734.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.