401(k) · DOL Form 5500 · 2024
Evelyn Rubenstein Jewish Commu 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 219
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $58,602
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas · Sponsored by Evelyn Rubenstein Jewish Commu · Texas · Healthcare & Social Assistance
$13M in assets, 219 participants
Evelyn Rubenstein Jewish Commu's 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas reported $13M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,234 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas covers 219 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $13M.
- #11,234
- in Healthcare & Social Assistance (16,916 peers)
- +15.7%
- assets growth YoY
403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,833,851 Top 39% higher than 61% 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 Evelyn Rubenstein Jewish Community Center of Houston, Texas 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 Evelyn Rubenstein Jewish Community Center of Houston, Texas sits mid-pack in the medium band (219 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas reported participants fell from 339 in the plan year 2023 filing to 219 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas 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 Evelyn Rubenstein Jewish Community Center of Houston, Texas end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
DOL schedule card
Filing strip 741198298 · Evelyn Rubenstein Jewish Commu PY 2024 · 401(k)
403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas · $13M · 219 · 61st
- PCT $13M
- PCT 219
- PCT 61st
- PCT 401(k)
- PCT near Capula Investment US LP 401(k) Plan
- PCT ind #11234
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 Texas →
403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 741198298 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evelyn Rubenstein Jewish Commu)
Sponsor-wide plan assets over time
All Evelyn Rubenstein Jewish Commu plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 42.7538350939362% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 318 | $9M |
| 2023 | 1 | 339 | $11M |
| 2024 | 1 | 219 | $13M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Capula Investment US LP 401(k) Plan in NY ($13M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.
- The Joy Companies, Inc. Retirement Plan (MD) 219 · 0 off
- Fibrogen, Inc. 401(k) Plan (CA) 219 · 0 off
- Bank of the Pacific 401(k) Plan (WA) 219 · 0 off
- Le Jardin Community Center 401(k) and Profit Sharing Plan (FL) 219 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.