401(k) · DOL Form 5500 · 2024

Jewish Community Federation of San Francisco, the Peninsula, Marin and 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
93
Participants Small participant base
65th
Percentile by assets National rank
$168,763
Avg per participant Above avg balance/head
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Official DOL plan name: Jewish Community Federation 403(b) Plan · Sponsored by Jewish Community Federation of San Francisco, the Peninsula, Marin and · California · Other Services

$16M in assets, 93 participants

Jewish Community Federation of San Francisco, the Peninsula, Marin and's Jewish Community Federation 403(b) Plan reported $16M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,223 in Other Services (7,719 peers)

Jewish Community Federation of San Francisco, the Peninsula, Marin and multi-year trail

Jewish Community Federation of San Francisco, the Peninsula, Marin and's plans moved +40.6% in assets from 2022 to 2024; this filing shows Jewish Community Federation 403(b) Plan at $16M / 93 participants.

#6,223
in Other Services (7,719 peers)
+18.6%
assets growth YoY

Jewish Community Federation 403(b) Plan's mid-pack asset rank among Other Services and all filers

Jewish Community Federation 403(b) Plan vs every filed plan by assets

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

$15,694,950 Top 35% higher than 65% 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

Jewish Community Federation 403(b) 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 Community Federation 403(b) Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jewish Community Federation 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Jewish Community Federation 403(b) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Jewish Community Federation 403(b) Plan reported participants rose from 92 in the plan year 2023 filing to 93 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941156533 · Jewish Community Federation of San Francisco, the Peninsula, Marin and PY 2024 · 401(k)

Jewish Community Federation 403(b) Plan · $16M · 93 · 65th

  • EOY $16M
  • EOY 93
  • EOY 65th
  • EOY 401(k)
  • EOY near Raining Rose, Inc. 401(k) Plan
  • EOY ind #6223

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 California →

Jewish Community Federation 403(b) Plan in the asset neighbourhood

Abdominal Specialists of South Texas, L.L.P. 401(k) PlanAbdominal Specialists of Sou…$16MJewish Community Federation 403(b) PlanJewish Community Federation …$16MRaining Rose, Inc. 401(k) PlanRaining Rose, Inc. 401(k) Pl…$16MBoats Group, LLC 401(k) Plan$16MMetro Imaging, LLC Retirement PlanMetro Imaging, LLC Retiremen…$16M
End-of-year total assets ($M) among Jewish Community Federation 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jewish Community Federation of San Francisco, the Peninsula, Marin and multi-year asset trail

Sponsor-wide plan assets over time

All Jewish Community Federation of San Francisco, the Peninsula, Marin and plans reported in each filing year

Latest sponsor-wide plan assets
$16M 40.59084172484327% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $15.7M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 100 $11M
2023 1 92 $13M
2024 1 93 $16M

Jewish Community Federation of San Francisco, the Peninsula, Marin and filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN941156533
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jewish Community Federation 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jewish Community Federation 403(b) Plan, Total assets ($B): 0.01569495 · Participants: 93Jewish Community Federation 403(b) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Jewish Community Federation 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants

Jewish Community Federation 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Raining Rose, Inc. 401(k) Plan in IA ($16M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Jewish Community Federation 403(b) Plan assets move in 2024?
Jewish Community Federation 403(b) Plan grew sharply - up 18.6% during 2024, from $13M to $16M. Reported net income was $2M.
How have Jewish Community Federation of San Francisco, the Peninsula, Marin and plan assets changed over time?
Across 3 plan years on file (2022-2024), Jewish Community Federation of San Francisco, the Peninsula, Marin and's sponsor-wide assets grew 40.6%, from $11M to $16M.
Which 401(k) plans are similar in size to Jewish Community Federation 403(b) Plan?
Among 401(k) plans in other states, the closest by assets is Raining Rose, Inc. 401(k) Plan in IA ($16M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Jewish Community Federation 403(b) Plan?
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M in assets).