Other · DOL Form 5500 · 2024
Jewish National Fund, Inc. Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 228
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $202,317
- Avg per participant Above avg balance/head
Official DOL plan name: Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan · Sponsored by Jewish National Fund, Inc. · New York · Other Services
$46M in assets, 228 participants
Jewish National Fund, Inc.'s Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan reported $46M in total assets and 228 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,128 in Other Services (7,719 peers)
Coverage in New York
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan covers 228 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $46M.
- #7,128
- in Other Services (7,719 peers)
- +19.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan's outsized position by total assets
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,128,361 Top 17% higher than 83% 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
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity 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. Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan sits mid-pack in the medium band (228 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan end-of-year assets rose from $39M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan reported participants rose from 205 in the plan year 2023 filing to 228 in the plan year 2024 filing.
- Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 131659627 · Jewish National Fund, Inc. PY 2024 · Other
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan · $46M · 228 · 83rd
- BOOK $46M
- VS-ST 228
- BOY 83rd
- SCH Other
- EBSA near Pinnacle Living Tsa Retirement Plan
- PART ind #7128
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 Other Services retirement plans → · Plans in New York →
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $7M |
| Employer EIN | 131659627 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish National Fund, Inc.)
Sponsor-wide plan assets over time
All Jewish National Fund, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 46.59594069584666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 197 | $31M |
| 2023 | 1 | 205 | $39M |
| 2024 | 1 | 228 | $46M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Pinnacle Living Tsa Retirement Plan in VA ($46M); by covered participants it is The Wheeler School Defined Contribution Retirement Plan in RI (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
- The Wheeler School Defined Contribution Retirement Plan (RI) 228 · 0 off
- The Lambs Farm Employee's Retirement Plan (IL) 228 · 0 off
- Josephine 403(b) Retirement Plan (WA) 228 · 0 off
- Siskiyou Community Health Center, Inc. 403(b) Plan (OR) 228 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.