Other · DOL Form 5500 · 2024

Hebrew Home for the Aged Disabled Retirement Plan

Data updated 2026-08-11

$24M
Total assets
802
Participants
74th
Percentile by assets
$29,948
Avg per participant
PlainRetire home → About this data

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.

  • 74th percentile by assets (of 123,622 plans)
  • #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.

$24M
total plan assets (2024 EOY)
802
covered participants
74th
percentile by assets (of 123,622 plans)
$29,948
avg assets per participant

Where Jewish Home of San Francisco 403(b) Plan sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

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.

See the national 2023→2024 release diff →

State
California
Industry
Healthcare & Social Assistance

Hebrew Home for the Aged Disabled across 3 plan years on file

Across the 3 plan years Hebrew Home for the Aged Disabled has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $24M, a gain of 61.7%, while reported participants moved from 262 to 802 (+206.1%). Peak year by sponsor assets: 2024 ($24M); trough: 2022 ($15M).

Hebrew Home for the Aged Disabled multi-year asset trail

$10M$15M$20M$25M 202220232024 $14.9M $24M ▲ +61.8%
Total plan assets by year, all Hebrew Home for the Aged Disabled plans on file
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 EIN940545320
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Jewish Home of San Francisco 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Jewish Home of San F…, Total assets ($B): 0.024018179 · Participants: 802Jewish Home of San F…Stanford Contributor…, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirem…University of Southe…, Total assets ($B): 4.81831751 · Participants: 20886University of Southe…
Jewish Home of San Francisco 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Jewish Home of San Francisco 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Jewish Home of San Francisco 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Jewish Home of San Francisco 403(b) Plan assets move in 2024? ▼
Jewish Home of San Francisco 403(b) Plan grew at a solid clip - up 6.0% during 2024, from $23M to $24M. Reported net income was $1M.
How have Hebrew Home for the Aged Disabled plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hebrew Home for the Aged Disabled's sponsor-wide assets grew 61.7%, from $15M to $24M.
Which Other plans are similar in size to Jewish Home of San Francisco 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Mid-South Iron Workers Direct Contribution Fund in TX ($24M, 1,698 participants).

Next read for Jewish Home of San Francisco 403(b) Plan

Multi-year trail

Ways to act on Jewish Home of San Francisco 403(b) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940545320.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.