Other · DOL Form 5500 · 2024
Jewish Federation of Greater Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $31,875
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County · Sponsored by Jewish Federation of Greater · California · Other Services
$5M in assets, 152 participants
Jewish Federation of Greater's 403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County reported $5M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #4,927 in Other Services (7,719 peers)
Coverage in California
403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County covers 152 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $5M.
- #4,927
- in Other Services (7,719 peers)
- +14.0%
- assets growth YoY
403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,845,070 41st percentile higher than 41% 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
403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County 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. 403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County reported net income rose from $369K in the plan year 2023 filing to $596K in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County reported participants rose from 132 in the plan year 2023 filing to 152 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 951647830 · Jewish Federation of Greater PY 2024 · Other
403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County · $5M · 152 · 41st
- EOY $5M
- EOY 152
- EOY 41st
- EOY Other
- EOY near Wvu Dental Corp 403(b) Plan
- EOY ind #4927
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 →
403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $596K |
| Employer EIN | 951647830 |
| Plan Effective Date | 2005-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish Federation of Greater)
Sponsor-wide plan assets over time
All Jewish Federation of Greater plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.710884817510568% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $4M |
| 2023 | 1 | 132 | $4M |
| 2024 | 1 | 152 | $5M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
403(b) Thrift Plan for Employees of Jewish Federation of Greater Long Beach & West Orange County's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Wvu Dental Corp 403(b) Plan in WV ($5M); by covered participants it is Northpointe Christian School 403(b) Plan in MI (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Wvu Dental Corp 403(b) Plan (WV) $5M · 37
- Communities in Schools Retirement Plan (NC) $5M · 116
- Marthas Table Inc. 403b Plan (DC) $5M · 128
- The Lambs Farm Employee's Retirement Plan (IL) $5M · 228
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Northpointe Christian School 403(b) Plan (MI) 152 · 0 off
- Planetary Science Institute 403(b) DC and Tda Plan (AZ) 152 · 0 off
- Children International 403(b) Plan (MO) 152 · 0 off
- Metropolitan Development Council 403(b) Plan (WA) 152 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.