401(k) · DOL Form 5500 · 2024
The Josselyn Center, Nfp 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 266
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $16,706
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of the Josselyn Center, Nfp · Sponsored by The Josselyn Center, Nfp · Illinois · Healthcare & Social Assistance
$4M in assets, 266 participants
The Josselyn Center, Nfp's 403(b) Thrift Plan for Employees of the Josselyn Center, Nfp reported $4M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,141 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
403(b) Thrift Plan for Employees of the Josselyn Center, Nfp covers 266 participants in Illinois, about 34% of the average Illinois filer (state average ~779 per filing). Assets: $4M.
- #7,141
- in Healthcare & Social Assistance (16,916 peers)
- +58.7%
- assets growth YoY
403(b) Thrift Plan for Employees of the Josselyn Center, Nfp's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of the Josselyn Center, Nfp vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,443,820 40th percentile higher than 40% 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
403(b) Thrift Plan for Employees of the Josselyn Center, Nfp 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. 403(b) Thrift Plan for Employees of the Josselyn Center, Nfp sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of the Josselyn Center, Nfp end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of the Josselyn Center, Nfp reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of the Josselyn Center, Nfp reported participants rose from 211 in the plan year 2023 filing to 266 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 362217996 · The Josselyn Center, Nfp PY 2024 · 401(k)
403(b) Thrift Plan for Employees of the Josselyn Center, Nfp · $4M · 266 · 40th
- BOY $4M
- SCH 266
- EBSA 40th
- PART 401(k)
- TYPE near Bear Mountain 401(k) Plan
- NET ind #7141
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 Illinois →
403(b) Thrift Plan for Employees of the Josselyn Center, Nfp in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 362217996 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Josselyn Center, Nfp)
Sponsor-wide plan assets over time
All The Josselyn Center, Nfp plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 163.23140897297682% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $2M |
| 2023 | 1 | 211 | $3M |
| 2024 | 1 | 266 | $4M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
403(b) Thrift Plan for Employees of the Josselyn Center, Nfp's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Bear Mountain 401(k) Plan in CT ($4M); by covered participants it is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Bear Mountain 401(k) Plan (CT) $4M · 1,677
- Komet USA, LLC 401(k) Plan (SC) $4M · 87
- D-Matrix Corporation 401(k) Plan (CA) $4M · 66
- United Bank for Africa PLC America 401(k) Plan (NY) $4M · 57
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- Full-O-Pep Appliances, Inc. 401(k) Savings Plan (IN) 266 · 0 off
- Grayback Forestry, Inc. Retirement Savings Plan (OR) 266 · 0 off
- Organically Grown Company 401(k) Plan (OR) 266 · 0 off
- Mckenzie Retirement Readiness 401(k) Plan (IN) 266 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.