Other · DOL Form 5500 · 2024
Joseph Kushner Hebrew Academy Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 123
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $211,014
- Avg per participant Above avg balance/head
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.
- #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.
- #2,149
- in Educational Services (3,638 peers)
- +14.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Joseph Kushner Hebrew Academy 403(b) DC Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Joseph Kushner Hebrew Academy 403(b) DC 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. Joseph Kushner Hebrew Academy 403(b) DC Plan sits mid-pack in the medium band (123 participants).
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.
Plan-year Form 5500 strip
Filing strip 221520392 · Joseph Kushner Hebrew Academy PY 2024 · Other
Joseph Kushner Hebrew Academy 403(b) DC Plan · $26M · 123 · 75th
- BOOK $26M
- VS-ST 123
- BOY 75th
- SCH Other
- EBSA near The Stony Brook School 403(b) Defined Contribution Plan
- PART ind #2149
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 Educational Services retirement plans → · Plans in New Jersey →
Joseph Kushner Hebrew Academy 403(b) DC Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 221520392 |
| Plan Effective Date | 1999-02-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joseph Kushner Hebrew Academy)
Sponsor-wide plan assets over time
All Joseph Kushner Hebrew Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 37.35991387123309% vs 2022
- 2024 filing year
| 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.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Joseph Kushner Hebrew Academy 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is The Stony Brook School 403(b) Defined Contribution Plan in NY ($26M); by covered participants it is Marin Academy Defined Contribution Retirement Plan in CA (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- The Stony Brook School 403(b) Defined Contribution Plan (NY) $26M · 172
- Vital Strategies, Inc. 403(b) Plan (NY) $26M · 175
- Humboldt Park Health 403(b) Plan (IL) $26M · 824
- Tcwglobal 401(k) Plan (CA) $26M · 5,961
Similar participant headcount
Nearest other-state filings by covered participants (123 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.