Other · DOL Form 5500 · 2024

American Jewish World Service, Inc. Retirement Plan

Data updated 2026-08-11

$21M
Total assets
83
Participants
71st
Percentile by assets
$250,989
Avg per participant
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Official DOL plan name: American Jewish World Service 403(b) Plan · Sponsored by American Jewish World Service, Inc. · New York · Other Services

$21M in assets, 83 participants

American Jewish World Service, Inc.'s American Jewish World Service 403(b) Plan reported $21M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • 71st percentile by assets (of 123,622 plans)
  • #6,492 in Other Services (7,719 peers)

American Jewish World Service, Inc. multi-year trail

American Jewish World Service, Inc.'s plans moved +38.9% in assets from 2022 to 2024; this filing shows American Jewish World Service 403(b) Plan at $21M / 83 participants.

$21M
total plan assets (2024 EOY)
83
covered participants
71st
percentile by assets (of 123,622 plans)
$250,989
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Jewish World Service 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • American Jewish World Service 403(b) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • American Jewish World Service 403(b) Plan reported participants fell from 89 in the plan year 2023 filing to 83 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

American Jewish World Service, Inc. across 3 plan years on file

Across the 3 plan years American Jewish World Service, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $21M, a gain of 38.9%, while reported participants moved from 97 to 83 (-14.4%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($15M).

American Jewish World Service, Inc. multi-year asset trail

$14M$16M$18M$20M$22M 202220232024 $15M $20.8M ▲ +38.9%
Total plan assets by year, all American Jewish World Service, Inc. plans on file
Year Plans Participants Total Assets
2022 1 97 $15M
2023 1 89 $18M
2024 1 83 $21M

American Jewish World Service, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN222584370
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

American Jewish World Service 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

American Jewish World Service 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants American Jewish Worl…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
American Jewish World Service 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to American Jewish World Service 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did American Jewish World Service 403(b) Plan assets move in 2024?
American Jewish World Service 403(b) Plan grew at a solid clip - up 14.4% during 2024, from $18M to $21M. Reported net income was $3M.
How have American Jewish World Service, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), American Jewish World Service, Inc.'s sponsor-wide assets grew 38.9%, from $15M to $21M.
Which Other plans are similar in size to American Jewish World Service 403(b) Plan?
Among Other plans in other states, the closest by assets is Toyota De Puerto Rico Corp. Savings and Investment Plan in PR ($21M, 133 participants).

Next read for American Jewish World Service 403(b) Pla…

Multi-year trail

Ways to act on American Jewish World Service 403(b) Plan's numbers.

  • By total assets, American Jewish World Service 403(b) Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • American Jewish World Service, Inc.'s sponsor-wide assets have grown 38.9% since 2022 across 3 plan years on file. More Other Services plans