Other · DOL Form 5500 · 2024
Jewish Family Service of Dallas, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $69,653
- Avg per participant Below avg balance/head
Official DOL plan name: Jewish Family Service of Dallas 403(b) Savings Plan · Sponsored by Jewish Family Service of Dallas, Inc. · Texas · Other Services
$6M in assets, 92 participants
Jewish Family Service of Dallas, Inc.'s Jewish Family Service of Dallas 403(b) Savings Plan reported $6M in total assets and 92 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.
- #5,220 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Jewish Family Service of Dallas 403(b) Savings Plan ranks #5,220 of 7,719 2024 filers by assets (313% of the sector average)-$6M for 92 participants.
- #5,220
- in Other Services (7,719 peers)
- +13.7%
- assets growth YoY
Jewish Family Service of Dallas 403(b) Savings Plan's mid-pack asset rank among Other Services and all filers
Jewish Family Service of Dallas 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,408,097 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
Jewish Family Service of Dallas 403(b) Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jewish Family Service of Dallas 403(b) Savings Plan is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jewish Family Service of Dallas 403(b) Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Jewish Family Service of Dallas 403(b) Savings Plan reported net income rose from $708K in the plan year 2023 filing to $773K in the plan year 2024 filing.
- Jewish Family Service of Dallas 403(b) Savings Plan reported participants fell from 101 in the plan year 2023 filing to 92 in the plan year 2024 filing.
DOL schedule card
Filing strip 751992728 · Jewish Family Service of Dallas, Inc. PY 2024 · Other
Jewish Family Service of Dallas 403(b) Savings Plan · $6M · 92 · 47th
- ASSETS $6M
- PCT 92
- EIN 47th
- RANK Other
- PHOTO near 403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation
- IND ind #5220
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 Texas →
Jewish Family Service of Dallas 403(b) Savings Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $773K |
| Employer EIN | 751992728 |
| Plan Effective Date | 1995-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish Family Service of Dallas, Inc.)
Sponsor-wide plan assets over time
All Jewish Family Service of Dallas, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 13.707973668698168% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 101 | $6M |
| 2024 | 1 | 92 | $6M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Jewish Family Service of Dallas 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is 403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation in OH ($6M); by covered participants it is Pia Automation US Inc 401(k) Retirement Plan in IN (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- 403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation (OH) $6M · 346
- The Heritage Community of Kalamazoo 403 (B) Plan (MI) $6M · 255
- The Poynter Institute for Media Studies, Inc. Tax Sheltered Annuity Retirement Plan (FL) $6M · 82
- Kansas City Care Clinic Retirement Plan (MO) $6M · 193
Similar participant headcount
Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.
- Pia Automation US Inc 401(k) Retirement Plan (IN) 92 · 0 off
- Newberry Library DC Retirement Plan (IL) 92 · 0 off
- The Alliance Community Hospital/Ohio Nurses Association Matched Fund Retirement Plan (OH) 92 · 0 off
- Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan (MS) 92 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.