Money Purchase · DOL Form 5500 · 2023

Greater Miami Jewish Federation Money Purchase Plan

Data updated 2026-08-11

$8M
Total assets
96
Participants
55th
Percentile by assets
$87,056
Avg per participant
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Official DOL plan name: Greater Miami Jewish Federation 401(a) Retirement Plan · Sponsored by Greater Miami Jewish Federation · Florida · Other Services

$8M in assets, 96 participants

Greater Miami Jewish Federation's Greater Miami Jewish Federation 401(a) Retirement Plan reported $8M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • 55th percentile by assets (of 127,072 plans)
  • #5,784 in Other Services (7,857 peers)

Greater Miami Jewish Federation multi-year trail

Greater Miami Jewish Federation's plans moved +95.7% in assets from 2022 to 2024; this filing shows Greater Miami Jewish Federation 401(a) Retirement Plan at $8M / 96 participants.

$8M
total plan assets (2023 EOY)
96
covered participants
55th
percentile by assets (of 127,072 plans)
$87,056
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Greater Miami Jewish Federation 401(a) Retirement Plan reported net income rose from $871K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Greater Miami Jewish Federation 401(a) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Greater Miami Jewish Federation 401(a) Retirement Plan reported participants fell from 106 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Greater Miami Jewish Federation across 3 plan years on file

Across the 3 plan years Greater Miami Jewish Federation has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $14M, a gain of 95.7%, while reported participants moved from 106 to 217 (+104.7%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($7M).

Greater Miami Jewish Federation multi-year asset trail

$5M$10M$15M 202220232024 $7.28M $14.3M ▲ +95.7%
Total plan assets by year, all Greater Miami Jewish Federation plans on file
Year Plans Participants Total Assets
2022 1 106 $7M
2023 1 96 $8M
2024 2 217 $14M

Greater Miami Jewish Federation filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN590624404
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Florida

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

Greater Miami Jewish Federation 401(a) Retirement Plan vs. nearby Money Purchase plans in Florida, assets vs. participants

Greater Miami Jewish Federation 401(a) Retirement Plan vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Greater Miami Jewish…Elliott Money Purcha…Southern States Savi…NECA-IBEW 177 Pensio…Lifelink Foundation,…I.B.E.W. Local Union…
Greater Miami Jewish Federation 401(a) Retirement Plan vs. nearby Money Purchase plans in Florida, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Greater Miami Jewish Federation 401(a) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Greater Miami Jewish Federation 401(a) Retirement Plan assets move in 2023?
Greater Miami Jewish Federation 401(a) Retirement Plan grew at a solid clip - up 14.8% during 2023, from $7M to $8M. Reported net income was $1M.
How have Greater Miami Jewish Federation plan assets changed over time?
Across 3 plan years on file (2022-2024), Greater Miami Jewish Federation's sponsor-wide assets grew 95.7%, from $7M to $14M.
Which Money Purchase plans are similar in size to Greater Miami Jewish Federation 401(a) Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Momentous Institute Retirement Plan in TX ($8M, 104 participants).

Next read for Greater Miami Jewish Federation 401(a) R…

Multi-year trail

Ways to act on Greater Miami Jewish Federation 401(a) Retirement Plan's numbers.

  • By total assets, Greater Miami Jewish Federation 401(a) Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
  • Greater Miami Jewish Federation's sponsor-wide assets have grown 95.7% since 2022 across 3 plan years on file. More Other Services plans