Other · DOL Form 5500 · 2024
Youngstown Area Jewish Federation Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 346
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $18,514
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation · Sponsored by Youngstown Area Jewish Federation · Ohio · Healthcare & Social Assistance
$6M in assets, 346 participants
Youngstown Area Jewish Federation's 403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation reported $6M in total assets and 346 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #8,586 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation covers 346 participants in Ohio, about 45% of the average Ohio filer (state average ~765 per filing). Assets: $6M.
- #8,586
- in Healthcare & Social Assistance (16,916 peers)
- -17.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,406,002 47th percentile higher than 47% 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 Youngstown Area Jewish Federation 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 Youngstown Area Jewish Federation sits mid-pack in the medium band (346 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation reported net income fell from -$481K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation end-of-year assets fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation reported participants fell from 364 in the plan year 2023 filing to 346 in the plan year 2024 filing.
DOL schedule card
Filing strip 340714442 · Youngstown Area Jewish Federation PY 2024 · Other
403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation · $6M · 346 · 47th
- SCH $6M
- EBSA 346
- PART 47th
- TYPE Other
- NET near Jewish Family Service of Dallas 403(b) Savings Plan
- BOOK ind #8586
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 Ohio →
403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 340714442 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Youngstown Area Jewish Federation)
Sponsor-wide plan assets over time
All Youngstown Area Jewish Federation plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 21.995269305586422% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 285 | $8M |
| 2023 | 1 | 364 | $8M |
| 2024 | 1 | 346 | $6M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Jewish Family Service of Dallas 403(b) Savings Plan in TX ($6M); by covered participants it is Ashe Memorial Hospital 403(b) Plan in NC (346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.
- Ashe Memorial Hospital 403(b) Plan (NC) 346 · 0 off
- Acmh, Inc. Tax Deferred Annuity Plan (NY) 346 · 0 off
- People Incorporated of Virginia ERISA 403(b) Plan (VA) 346 · 0 off
- Advanced Technology International 403(b) Retirement Plan (SC) 345 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.