Other · DOL Form 5500 · 2024

Jewish Family & Community Services, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
210
Participants Below avg headcount
34th
Percentile by assets National rank
$13,768
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Jewish Family & Community Services, Inc. · Sponsored by Jewish Family & Community Services, Inc. · Florida · Healthcare & Social Assistance

$3M in assets, 210 participants

Jewish Family & Community Services, Inc.'s 403(b) Thrift Plan of Jewish Family & Community Services, Inc. reported $3M in total assets and 210 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,699 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

403(b) Thrift Plan of Jewish Family & Community Services, Inc. covers 210 participants in Florida, about 33% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#5,699
in Healthcare & Social Assistance (16,916 peers)
+29.6%
assets growth YoY

403(b) Thrift Plan of Jewish Family & Community Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Jewish Family & Community Services, Inc. vs every filed plan by assets

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

$2,891,239 34th percentile higher than 34% 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

403(b) Thrift Plan of Jewish Family & Community Services, Inc. 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 of Jewish Family & Community Services, Inc. sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Jewish Family & Community Services, Inc. reported net income rose from $191K in the plan year 2023 filing to $660K in the plan year 2024 filing.
  • 403(b) Thrift Plan of Jewish Family & Community Services, Inc. end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Jewish Family & Community Services, Inc. reported participants rose from 192 in the plan year 2023 filing to 210 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 590637868 · Jewish Family & Community Services, Inc. PY 2024 · Other

403(b) Thrift Plan of Jewish Family & Community Services, Inc. · $3M · 210 · 34th

  • NET $3M
  • NET 210
  • NET 34th
  • NET Other
  • NET near Simpson Thacher & Bartlett LLP Retirement Plan for Legal and Other Personnel
  • NET ind #5699

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

403(b) Thrift Plan of Jewish Family & Community Services, Inc. in the asset neighbourhood

James B. Preston, a Professional Corporation Profit Sharing PlanJames B. Preston, a Professi…$3MGrid Alternatives, Inc. 403(b) PlanGrid Alternatives, Inc. 403(…$3MWelcome House Inc. 403b Plan$3M403(b) Thrift Plan of Jewish Family & Community Services, Inc.403(b) Thrift Plan of Jewish…$3MSimpson Thacher & Bartlett LLP Retirement Plan for Legal and Other PersonnelSimpson Thacher & Bartlett L…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of Jewish Family & Community Services, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$660K
Employer EIN590637868
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Family & Community Services, Inc.)

Sponsor-wide plan assets over time

All Jewish Family & Community Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.711424692314104% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.04M $2.89M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 231 $2M
2023 1 192 $2M
2024 1 210 $3M

Nearby Other Plans in Florida

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

403(b) Thrift Plan of Jewish Family & Community Services, Inc. vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants 403(b) Thrift Plan of Jewish Family & Community Services, Inc., Total assets ($B): 0.002891239 · Participants: 210403(b) Thrift Plan of Jewish Family & Community Services, Inc.Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
403(b) Thrift Plan of Jewish Family & Community Services, Inc. vs. nearby Other plans in Florida, assets vs. participants

403(b) Thrift Plan of Jewish Family & Community Services, Inc.'s out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Simpson Thacher & Bartlett LLP Retirement Plan for Legal and Other Personnel in NY ($3M); by covered participants it is The Park School Annuity Plan in MD (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 403(b) Thrift Plan of Jewish Family & Community Services, Inc. assets move in 2024?
403(b) Thrift Plan of Jewish Family & Community Services, Inc. grew sharply - up 29.6% during 2024, from $2M to $3M. Reported net income was $660K.
How have Jewish Family & Community Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jewish Family & Community Services, Inc.'s sponsor-wide assets grew 41.7%, from $2M to $3M.
Which Other plans are similar in size to 403(b) Thrift Plan of Jewish Family & Community Services, Inc.?
Among Other plans in other states, the closest by assets is Simpson Thacher & Bartlett LLP Retirement Plan for Legal and Other Personnel in NY ($3M, 6 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Jewish Family & Community Services, Inc.?
Among Other plans in other states, the closest by covered participants is The Park School Annuity Plan in MD (210 participants, $62M in assets).