Other · DOL Form 5500 · 2024
Hebrew Home for the Aged Disabled Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 802
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $29,948
- Avg per participant Low balance/head
Official DOL plan name: Jewish Home of San Francisco 403(b) Plan · Sponsored by Hebrew Home for the Aged Disabled · California · Healthcare & Social Assistance
$24M in assets, 802 participants
Hebrew Home for the Aged Disabled's Jewish Home of San Francisco 403(b) Plan reported $24M in total assets and 802 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #13,134 in Healthcare & Social Assistance (16,916 peers)
Hebrew Home for the Aged Disabled multi-year trail
Hebrew Home for the Aged Disabled's plans moved +61.7% in assets from 2022 to 2024; this filing shows Jewish Home of San Francisco 403(b) Plan at $24M / 802 participants.
- #13,134
- in Healthcare & Social Assistance (16,916 peers)
- +6.0%
- assets growth YoY
Jewish Home of San Francisco 403(b) Plan's outsized position by total assets
Jewish Home of San Francisco 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,018,179 Top 26% higher than 74% 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 Home of San Francisco 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. Jewish Home of San Francisco 403(b) Plan sits mid-pack in the medium band (802 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jewish Home of San Francisco 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Jewish Home of San Francisco 403(b) Plan reported participants rose from 700 in the plan year 2023 filing to 802 in the plan year 2024 filing.
- Jewish Home of San Francisco 403(b) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 940545320 · Hebrew Home for the Aged Disabled PY 2024 · Other
Jewish Home of San Francisco 403(b) Plan · $24M · 802 · 74th
- PHOTO $24M
- IND 802
- EOY 74th
- 5500 Other
- ASSETS near Mid-South Iron Workers Direct Contribution Fund
- PCT ind #13134
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 →
Jewish Home of San Francisco 403(b) Plan in the asset neighbourhood
Hebrew Home for the Aged Disabled multi-year asset trail
Sponsor-wide plan assets over time
All Hebrew Home for the Aged Disabled plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 61.72295135116573% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 262 | $15M |
| 2023 | 1 | 700 | $23M |
| 2024 | 1 | 802 | $24M |
Hebrew Home for the Aged Disabled filing trail (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $1M |
| Employer EIN | 940545320 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
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
Jewish Home of San Francisco 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Mid-South Iron Workers Direct Contribution Fund in TX ($24M); by covered participants it is Stanley Member Stock Bonus Plan in IA (802 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Mid-South Iron Workers Direct Contribution Fund (TX) $24M · 1,698
- Bonner General Hospital 403(b) Plan (ID) $24M · 442
- Levan Internists, PC Profit Sharing Plan & Trust (MI) $24M · 15
- Michigan Virtual University 403(b) Plan (MI) $24M · 377
Similar participant headcount
Nearest other-state filings by covered participants (802 participants); asset peers above are excluded.
- Stanley Member Stock Bonus Plan (IA) 802 · 0 off
- Ctsi Enterprises 401(k) Retirement Plan for Employees of Chinook Winds Casino (OR) 803 · 1 off
- Clarkson University Pension Plan (NY) 804 · 2 off
- Justice Innovation Inc. 403(b) Plan (NY) 800 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.