Other · DOL Form 5500 · 2024

Jewish Community of Louisville, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
354
Participants Below avg headcount
38th
Percentile by assets National rank
$10,862
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Jewish Community of Louisville, Inc. · Sponsored by Jewish Community of Louisville, Inc. · Kentucky · Healthcare & Social Assistance

$4M in assets, 354 participants

Jewish Community of Louisville, Inc.'s 403(b) Thrift Plan for Jewish Community of Louisville, Inc. reported $4M in total assets and 354 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,618 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

403(b) Thrift Plan for Jewish Community of Louisville, Inc. holds $4M for 354 participants - about $10,862 per participant, in the lower half of filed plans by assets.

#6,618
in Healthcare & Social Assistance (16,916 peers)
+4.7%
assets growth YoY

403(b) Thrift Plan for Jewish Community of Louisville, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Jewish Community of Louisville, Inc. vs every filed plan by assets

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

$3,845,256 38th percentile higher than 38% 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

403(b) Thrift Plan for Jewish Community of Louisville, Inc. 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 Jewish Community of Louisville, Inc. sits mid-pack in the medium band (354 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Jewish Community of Louisville, Inc. reported participants rose from 125 in the plan year 2023 filing to 354 in the plan year 2024 filing.
  • 403(b) Thrift Plan for Jewish Community of Louisville, Inc. reported net income rose from $132K in the plan year 2023 filing to $174K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Jewish Community of Louisville, Inc. end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 610444765 · Jewish Community of Louisville, Inc. PY 2024 · Other

403(b) Thrift Plan for Jewish Community of Louisville, Inc. · $4M · 354 · 38th

  • 5500 $4M
  • ASSETS 354
  • PCT 38th
  • EIN Other
  • RANK near Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan
  • PHOTO ind #6618

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 Kentucky →

403(b) Thrift Plan for Jewish Community of Louisville, Inc. in the asset neighbourhood

403(b) Thrift Plan for Jewish Community of Louisville, Inc.403(b) Thrift Plan for Jewis…$4MElsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement PlanElsie Whitlow Stokes Communi…$4MCommunity Health Center of Central Missouri 403(b) PlanCommunity Health Center of C…$4MHorizons for Homeless Children, Inc. 403(b) PlanHorizons for Homeless Childr…$4MMemorial Hospital Employee's Pension PlanMemorial Hospital Employee's…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan for Jewish Community of Louisville, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$174K
Employer EIN610444765
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Community of Louisville, Inc.)

Sponsor-wide plan assets over time

All Jewish Community of Louisville, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.629065338080865% vs 2022
2024 filing year
$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.54M $3.85M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 103 $4M
2023 1 125 $4M
2024 1 354 $4M

Nearby Other Plans in Kentucky

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

403(b) Thrift Plan for Jewish Community of Louisville, Inc. vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants 403(b) Thrift Plan for Jewish Community of Louisville, Inc., Total assets ($B): 0.003845256 · Participants: 354403(b) Thrift Plan for Jewish Community of Louisville, Inc.Norton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 2.274518139 · Participants: 21863Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.156320612 · Participants: 0Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.548729286 · Participants: 3633Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.498958779 · Participants: 3367Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.452526825 · Participants: 3350Electrical Workers Local 369 Retirement Fund
403(b) Thrift Plan for Jewish Community of Louisville, Inc. vs. nearby Other plans in Kentucky, assets vs. participants

403(b) Thrift Plan for Jewish Community of Louisville, Inc.'s out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan in DC ($4M); by covered participants it is Guide Dogs for the Blind, Inc. 403(b) Plan in CA (354 participants). Same-state nearby plans are listed separately above.

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 403(b) Thrift Plan for Jewish Community of Louisville, Inc. assets move in 2024?
403(b) Thrift Plan for Jewish Community of Louisville, Inc. edged up modestly - up 4.7% during 2024, from $4M to $4M. Reported net income was $174K.
How have Jewish Community of Louisville, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jewish Community of Louisville, Inc.'s sponsor-wide assets grew 8.6%, from $4M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan for Jewish Community of Louisville, Inc.?
Among Other plans in other states, the closest by assets is Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan in DC ($4M, 187 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Jewish Community of Louisville, Inc.?
Among Other plans in other states, the closest by covered participants is Guide Dogs for the Blind, Inc. 403(b) Plan in CA (354 participants, $67M in assets).