Other · DOL Form 5500 · 2024

Joseph Kushner Hebrew Academy Retirement Plan

Data updated 2026-08-11

$26M
Total assets
123
Participants
75th
Percentile by assets
$211,014
Avg per participant
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Official DOL plan name: Joseph Kushner Hebrew Academy 403(b) DC Plan · Sponsored by Joseph Kushner Hebrew Academy · New Jersey · Educational Services

$26M in assets, 123 participants

Joseph Kushner Hebrew Academy's Joseph Kushner Hebrew Academy 403(b) DC Plan reported $26M in total assets and 123 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)
  • #2,149 in Educational Services (3,638 peers)

Coverage in New Jersey

Joseph Kushner Hebrew Academy 403(b) DC Plan covers 123 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $26M.

$26M
total plan assets (2024 EOY)
123
covered participants
75th
percentile by assets (of 123,622 plans)
$211,014
avg assets per participant

Where Joseph Kushner Hebrew Academy 403(b) DC Plan sits by total assets

Joseph Kushner Hebrew Academy 403(b) DC Plan vs every filed plan by assets

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

$25,954,745 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

  • Joseph Kushner Hebrew Academy 403(b) DC Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Joseph Kushner Hebrew Academy 403(b) DC Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Joseph Kushner Hebrew Academy 403(b) DC Plan reported participants fell from 129 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Joseph Kushner Hebrew Academy 403(b) DC Plan reports 123 participants - about 15% of that state average ($26M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN221520392
Plan Effective Date1999-02-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Joseph Kushner Hebrew Academy)

$15M$20M$25M$30M 202220232024 $18.9M $26M ▲ +37.3%
Total plan assets by year, all Joseph Kushner Hebrew Academy plans on file
Year Plans Participants Total Assets
2022 1 139 $19M
2023 1 129 $23M
2024 1 123 $26M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Joseph Kushner Hebrew Academy 403(b) DC Plan vs. nearby Other plans in New Jersey, assets vs. participants

Joseph Kushner Hebrew Academy 403(b) DC Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Joseph Kushner Hebre…Consolidated 403(b) …Princeton University…Rwjbarnabas Health 4…Atlantic Health Syst…Educational Testing …
Joseph Kushner Hebrew Academy 403(b) DC Plan vs. nearby Other plans in New Jersey, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Joseph Kushner Hebrew Academy 403(b) DC Plan by total assets, not by location.

Frequently Asked Questions

How did Joseph Kushner Hebrew Academy 403(b) DC Plan assets move in 2024?
Joseph Kushner Hebrew Academy 403(b) DC Plan grew at a solid clip - up 14.3% during 2024, from $23M to $26M. Reported net income was $3M.
How have Joseph Kushner Hebrew Academy plan assets changed over time?
Across 3 plan years on file (2022-2024), Joseph Kushner Hebrew Academy's sponsor-wide assets grew 37.4%, from $19M to $26M.
Where does Joseph Kushner Hebrew Academy 403(b) DC Plan rank by assets among Form 5500 filers?
Joseph Kushner Hebrew Academy 403(b) DC 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 Other plans are similar in size to Joseph Kushner Hebrew Academy 403(b) DC Plan?
Among Other plans in other states, the closest by assets is The Stony Brook School 403(b) Defined Contribution Plan in NY ($26M, 172 participants).

Next read for Joseph Kushner Hebrew Academy 403(b) DC …

Filing takeaways

Ways to act on Joseph Kushner Hebrew Academy 403(b) DC Plan's numbers.