Other · DOL Form 5500 · 2023
The Jewish Federation of Omaha Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 584
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $28,323
- Avg per participant Low balance/head
Official DOL plan name: The Jewish Federation of Omaha 403(b) Retirement Plan · Sponsored by The Jewish Federation of Omaha · Nebraska · Other Services
$17M in assets, 584 participants
The Jewish Federation of Omaha's The Jewish Federation of Omaha 403(b) Retirement Plan reported $17M in total assets and 584 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #6,513 in Other Services (7,857 peers)
The Jewish Federation of Omaha multi-year trail
The Jewish Federation of Omaha's plans moved +12.9% in assets from 2022 to 2024; this filing shows The Jewish Federation of Omaha 403(b) Retirement Plan at $17M / 584 participants.
- #6,513
- in Other Services (7,857 peers)
- +6.2%
- assets growth YoY
The Jewish Federation of Omaha 403(b) Retirement Plan's outsized position by total assets
The Jewish Federation of Omaha 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,540,542 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Jewish Federation of Omaha 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Jewish Federation of Omaha 403(b) Retirement Plan sits mid-pack in the medium band (584 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Jewish Federation of Omaha 403(b) Retirement Plan reported net income fell from $1M in the plan year 2022 filing to $970K in the plan year 2023 filing.
- The Jewish Federation of Omaha 403(b) Retirement Plan reported participants rose from 533 in the plan year 2022 filing to 584 in the plan year 2023 filing.
- The Jewish Federation of Omaha 403(b) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 470384659 · The Jewish Federation of Omaha PY 2023 · Other
The Jewish Federation of Omaha 403(b) Retirement Plan · $17M · 584 · 69th
- RANK $17M
- PHOTO 584
- IND 69th
- EOY Other
- 5500 near Indian Creek School 403(b) DC Plan
- ASSETS ind #6513
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 Nebraska →
The Jewish Federation of Omaha 403(b) Retirement Plan in the asset neighbourhood
The Jewish Federation of Omaha multi-year asset trail
Sponsor-wide plan assets over time
All The Jewish Federation of Omaha plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 12.934385709624113% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 533 | $16M |
| 2023 | 1 | 584 | $17M |
| 2024 | 1 | 602 | $18M |
The Jewish Federation of Omaha filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $970K |
| Employer EIN | 470384659 |
| Plan Effective Date | 1994-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Nebraska
Peer Other plans, same state, same plan type, ranked by total assets.
- Nebraska Medicine Retirement Plan - Base and Matching Contributions $805M · 9,430
- Nebraska Medicine Retirement Plan - Employee Contributions $642M · 9,430
- Retirement Plan of Creighton University $633M · 3,596
- Children's Hospital & Medical Center 403(b) Plan $397M · 3,405
- Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan $101M · 282
The Jewish Federation of Omaha 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Nebraska, the nearest Other by assets is Indian Creek School 403(b) DC Plan in MD ($17M); by covered participants it is Boilermakers Local Lodge No. 5 Annuity Fund in NY (583 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Indian Creek School 403(b) DC Plan (MD) $17M · 98
- The Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union Employees (NY) $17M · N/A
- American Council for an Energy Efficient Economy 403(b) Plan (DC) $17M · 73
- Hampton Roads Academy Defined Contribution and Tax Deferred Annuity Retirement Plan (VA) $17M · 135
Similar participant headcount
Nearest other-state filings by covered participants (584 participants); asset peers above are excluded.
- Boilermakers Local Lodge No. 5 Annuity Fund (NY) 583 · 1 off
- Great Lakes Bay Health Centers 403(b) Plan (MI) 583 · 1 off
- Cbwchc 403(b) Plan (NY) 585 · 1 off
- Public Broadcasting Service Defined Contribution Retirement Plan (VA) 585 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.