Other · DOL Form 5500 · 2024
Bernard Osher Marin Jewish Community Center Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $74,168
- Avg per participant Below avg balance/head
Official DOL plan name: Osher Marin Jcc 403(b) Plan · Sponsored by Bernard Osher Marin Jewish Community Center · California · Healthcare & Social Assistance
$8M in assets, 103 participants
Bernard Osher Marin Jewish Community Center's Osher Marin Jcc 403(b) Plan reported $8M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,275 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Osher Marin Jcc 403(b) Plan covers 103 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $8M.
- #9,275
- in Healthcare & Social Assistance (16,916 peers)
- +14.6%
- assets growth YoY
Osher Marin Jcc 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Osher Marin Jcc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,639,322 Top 50% higher than 50% 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
Osher Marin Jcc 403(b) 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. Osher Marin Jcc 403(b) Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Osher Marin Jcc 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Osher Marin Jcc 403(b) Plan reported participants rose from 99 in the plan year 2023 filing to 103 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 680360243 · Bernard Osher Marin Jewish Community Center PY 2024 · Other
Osher Marin Jcc 403(b) Plan · $8M · 103 · 50th
- EOY $8M
- EOY 103
- EOY 50th
- EOY Other
- EOY near Family Services, Inc. 403(b) Plan
- EOY ind #9275
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 California →
Osher Marin Jcc 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $972K |
| Employer EIN | 680360243 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bernard Osher Marin Jewish Community Center)
Sponsor-wide plan assets over time
All Bernard Osher Marin Jewish Community Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 34.365802205131466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $6M |
| 2023 | 1 | 99 | $7M |
| 2024 | 1 | 103 | $8M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Osher Marin Jcc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Family Services, Inc. 403(b) Plan in NY ($8M); by covered participants it is The Arc of Orleans County Retirement Plan in NY (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
- The Arc of Orleans County Retirement Plan (NY) 103 · 0 off
- The Emery Weiner School Tax 403(b) Plan (TX) 103 · 0 off
- USA Lacrosse 403(b) Retirement Plan (MD) 103 · 0 off
- Radiological Society of North America Tax-Deferred Annuity (Tda) Plan (IL) 103 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.