Other · DOL Form 5500 · 2024
The Jewish Federations of North America Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 153
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $172,514
- Avg per participant Above avg balance/head
Official DOL plan name: The Jewish Federations of North America 403(b) DC Plan · Sponsored by The Jewish Federations of North America · New York · Other Services
$26M in assets, 153 participants
The Jewish Federations of North America's The Jewish Federations of North America 403(b) DC Plan reported $26M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #6,722 in Other Services (7,719 peers)
Coverage in New York
The Jewish Federations of North America 403(b) DC Plan covers 153 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $26M.
- #6,722
- in Other Services (7,719 peers)
- +16.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Jewish Federations of North America 403(b) DC Plan's outsized position by total assets
The Jewish Federations of North America 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,394,698 Top 25% higher than 75% 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
The Jewish Federations of North America 403(b) DC 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 Federations of North America 403(b) DC Plan sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Jewish Federations of North America 403(b) DC Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- The Jewish Federations of North America 403(b) DC Plan reported participants fell from 158 in the plan year 2023 filing to 153 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 131624240 · The Jewish Federations of North America PY 2024 · Other
The Jewish Federations of North America 403(b) DC Plan · $26M · 153 · 75th
- EIN $26M
- RANK 153
- PHOTO 75th
- IND Other
- EOY near 403b Thrift Plan of Comprehensive Behavioral Healthcare, Inc.
- 5500 ind #6722
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 New York →
The Jewish Federations of North America 403(b) DC Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 131624240 |
| Plan Effective Date | 2013-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Jewish Federations of North America)
Sponsor-wide plan assets over time
All The Jewish Federations of North America plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 22.1451863991977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 169 | $38M |
| 2023 | 2 | 183 | $42M |
| 2024 | 2 | 173 | $46M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
The Jewish Federations of North America 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 403b Thrift Plan of Comprehensive Behavioral Healthcare, Inc. in NJ ($26M); by covered participants it is Vivalon, Inc. 403(b) Plan in CA (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Vivalon, Inc. 403(b) Plan (CA) 153 · 0 off
- W. M. Keck Observatory 403(b) Retirement Plan (HI) 153 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 153 · 0 off
- 403(b) Thrift Plan for Hiawatha Valley Mental Health Center (MN) 153 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.