401(k) · DOL Form 5500 · 2024

The Jewish Home for the Elderly of Fairfield County, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
786
Participants Near avg headcount
78th
Percentile by assets National rank
$40,727
Avg per participant Low balance/head
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Official DOL plan name: The Jewish Home Retirement Savings Plan · Sponsored by The Jewish Home for the Elderly of Fairfield County, Inc. · Connecticut · Healthcare & Social Assistance

$32M in assets, 786 participants

The Jewish Home for the Elderly of Fairfield County, Inc.'s The Jewish Home Retirement Savings Plan reported $32M in total assets and 786 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,796 in Healthcare & Social Assistance (16,916 peers)

Where The Jewish Home Retirement Savings Plan sits by assets

The Jewish Home Retirement Savings Plan sits in the top quartile of all filed plans by assets, $32M for 786 participants (~$40,727/participant), up 11.0% in 2024.

#13,796
in Healthcare & Social Assistance (16,916 peers)
+11.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Jewish Home Retirement Savings Plan's outsized position by total assets

The Jewish Home Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$32,011,547 Top 22% higher than 78% of 123,620 filed plans

This plan $0 $2,050,000,000 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

The Jewish Home Retirement Savings 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. The Jewish Home Retirement Savings Plan sits mid-pack in the medium band (786 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Jewish Home Retirement Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Jewish Home Retirement Savings Plan end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • The Jewish Home Retirement Savings Plan reported participants rose from 713 in the plan year 2023 filing to 786 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 060846991 · The Jewish Home for the Elderly of Fairfield County, Inc. PY 2024 · 401(k)

The Jewish Home Retirement Savings Plan · $32M · 786 · 78th

  • NET $32M
  • NET 786
  • NET 78th
  • NET 401(k)
  • NET near Dakota Red Corporation 401(k) Profit Sharing Plan
  • NET ind #13796

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 Connecticut →

The Jewish Home Retirement Savings Plan in the asset neighbourhood

The Jewish Home Retirement Savings PlanThe Jewish Home Retirement S…$32MDakota Red Corporation 401(k) Profit Sharing PlanDakota Red Corporation 401(k…$32MWilliam Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and TrustWilliam Harris Investors, In…$32MNorthern Refrigerated Transportation, Inc. 401(k) Profit Sharing PlanNorthern Refrigerated Transp…$32MUniversity Orthopaedic Clinic, P.C. 401(k) Profit Sharing PlanUniversity Orthopaedic Clini…$32M
End-of-year total assets ($M) among The Jewish Home Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN060846991
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Jewish Home for the Elderly of Fairfield County, Inc.)

Sponsor-wide plan assets over time

All The Jewish Home for the Elderly of Fairfield County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 14.451434473152355% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $28M $32M ▲ +14.4%
Year Plans Participants Total Assets
2022 2 764 $28M
2023 2 794 $32M
2024 2 864 $32M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Jewish Home Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Jewish Home Retirement Savings Plan, Total assets ($B): 0.032011547 · Participants: 786The Jewish Home Retirement Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
The Jewish Home Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Jewish Home Retirement Savings Plan side-by-side with 3 peers →

The Jewish Home Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Dakota Red Corporation 401(k) Profit Sharing Plan in IA ($32M); by covered participants it is Alleguard 401(k) Profit Sharing Plan in TN (786 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (786 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Jewish Home Retirement Savings Plan assets move in 2024? ▼
The Jewish Home Retirement Savings Plan grew at a solid clip - up 11.0% during 2024, from $29M to $32M. Reported net income was $3M.
How have The Jewish Home for the Elderly of Fairfield County, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Jewish Home for the Elderly of Fairfield County, Inc.'s sponsor-wide assets grew 14.5%, from $28M to $32M.
Where does The Jewish Home Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Jewish Home Retirement Savings Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Jewish Home Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dakota Red Corporation 401(k) Profit Sharing Plan in IA ($32M, 179 participants).
Which 401(k) plans cover a similar participant headcount to The Jewish Home Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alleguard 401(k) Profit Sharing Plan in TN (786 participants, $9M in assets).

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 060846991.

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.