Profit Sharing · DOL Form 5500 · 2024

Jewish Family Service of Tidewater, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
101
Participants Small participant base
43rd
Percentile by assets National rank
$51,471
Avg per participant Low balance/head
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Official DOL plan name: Jewish Family Service 403b Tax Deferred Annuity Plan · Sponsored by Jewish Family Service of Tidewater, Inc. · Virginia · Healthcare & Social Assistance

$5M in assets, 101 participants

Jewish Family Service of Tidewater, Inc.'s Jewish Family Service 403b Tax Deferred Annuity Plan reported $5M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,767 in Healthcare & Social Assistance (16,916 peers)

Coverage in Virginia

Jewish Family Service 403b Tax Deferred Annuity Plan covers 101 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $5M.

#7,767
in Healthcare & Social Assistance (16,916 peers)
+2.9%
assets growth YoY

Jewish Family Service 403b Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jewish Family Service 403b Tax Deferred Annuity Plan vs every filed plan by assets

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

$5,198,541 43rd percentile higher than 43% of 123,620 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 2024

Jewish Family Service 403b Tax Deferred Annuity 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. Jewish Family Service 403b Tax Deferred Annuity Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jewish Family Service 403b Tax Deferred Annuity Plan reported net income rose from -$719K in the plan year 2023 filing to $149K in the plan year 2024 filing.
  • Jewish Family Service 403b Tax Deferred Annuity Plan reported participants fell from 143 in the plan year 2023 filing to 101 in the plan year 2024 filing.
  • Jewish Family Service 403b Tax Deferred Annuity Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 540854002 · Jewish Family Service of Tidewater, Inc. PY 2024 · Profit Sharing

Jewish Family Service 403b Tax Deferred Annuity Plan · $5M · 101 · 43rd

  • TYPE $5M
  • NET 101
  • BOOK 43rd
  • VS-ST Profit Sharing
  • BOY near Profit Sharing Plan
  • SCH ind #7767

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 Virginia →

Jewish Family Service 403b Tax Deferred Annuity Plan in the asset neighbourhood

Jewish Family Service 403b Tax Deferred Annuity PlanJewish Family Service 403b T…$5MProfit Sharing Plan$5MTmd Manufacturing Inc. Retirement PlanTmd Manufacturing Inc. Retir…$5MRex E. Harrison, Dmd, PA Profit Sharing PlanRex E. Harrison, Dmd, PA Pro…$5MMillbrooke Inc. Retirement PlanMillbrooke Inc. Retirement P…$5M
End-of-year total assets ($M) among Jewish Family Service 403b Tax Deferred Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$149K
Employer EIN540854002
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Family Service of Tidewater, Inc.)

Sponsor-wide plan assets over time

All Jewish Family Service of Tidewater, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.886258408498309% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $5.77M $5.2M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 148 $6M
2023 1 143 $5M
2024 1 101 $5M

Nearby Profit Sharing Plans in Virginia

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

Jewish Family Service 403b Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Jewish Family Service 403b Tax Deferred Annuity Plan, Total assets ($B): 0.005198541 · Participants: 101Jewish Family Service 403b Tax Deferred Annuity PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.283763729 · Participants: 5562Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.348426296 · Participants: 2152Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.32295356 · Participants: 1608American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.226143645 · Participants: 508Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.204752338 · Participants: 585Associated Universities Inc. Retirement Plan
Jewish Family Service 403b Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Jewish Family Service 403b Tax Deferred Annuity Plan side-by-side with 3 peers →

Jewish Family Service 403b Tax Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Profit Sharing Plan in IL ($5M); by covered participants it is United Surety & Indemnity Co. Coda Profit Sharing Plan in PR (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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.

Frequently Asked Questions

How did Jewish Family Service 403b Tax Deferred Annuity Plan assets move in 2024? ▼
Jewish Family Service 403b Tax Deferred Annuity Plan edged up modestly - up 2.9% during 2024, from $5M to $5M. Reported net income was $149K.
How have Jewish Family Service of Tidewater, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Family Service of Tidewater, Inc.'s sponsor-wide assets declined 9.9%, from $6M to $5M.
Which Profit Sharing plans are similar in size to Jewish Family Service 403b Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan in IL ($5M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Jewish Family Service 403b Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is United Surety & Indemnity Co. Coda Profit Sharing Plan in PR (101 participants, $8M in assets).

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 540854002.

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.