Other · DOL Form 5500 · 2024
Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 150
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $180,012
- Avg per participant Above avg balance/head
Official DOL plan name: Tarbut V'torah 403(b) Plan · Sponsored by Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial · California · Educational Services
$27M in assets, 150 participants
Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial's Tarbut V'torah 403(b) Plan reported $27M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,175 in Educational Services (3,638 peers)
Coverage in California
Tarbut V'torah 403(b) Plan covers 150 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $27M.
- #2,175
- in Educational Services (3,638 peers)
- +15.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Tarbut V'torah 403(b) Plan's outsized position by total assets
Tarbut V'torah 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,001,830 Top 24% higher than 76% 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
Tarbut V'torah 403(b) 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. Tarbut V'torah 403(b) Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tarbut V'torah 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Tarbut V'torah 403(b) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Tarbut V'torah 403(b) Plan reported participants rose from 136 in the plan year 2023 filing to 150 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 953374189 · Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial PY 2024 · Other
Tarbut V'torah 403(b) Plan · $27M · 150 · 76th
- EBSA $27M
- PART 150
- TYPE 76th
- NET Other
- BOOK near Holy Cross Hospital Retirement Savings Plan
- VS-ST ind #2175
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 Educational Services retirement plans → · Plans in California →
Tarbut V'torah 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 953374189 |
| Plan Effective Date | 1999-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial)
Sponsor-wide plan assets over time
All Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 28.227791205166948% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $21M |
| 2023 | 1 | 136 | $23M |
| 2024 | 1 | 150 | $27M |
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
Tarbut V'torah 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Holy Cross Hospital Retirement Savings Plan in NM ($27M); by covered participants it is Tyrone Hospital 403(b) Plan in PA (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Holy Cross Hospital Retirement Savings Plan (NM) $27M · 491
- University of Jamestown 403(b) DC Plan (ND) $27M · 360
- Bethel College DC Plan (KS) $27M · 166
- Berry College Tax-Deferred Annuity Plan (GA) $27M · 656
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- Tyrone Hospital 403(b) Plan (PA) 150 · 0 off
- Resurrection Christian School 403(b) Plan (CO) 150 · 0 off
- Friendship Place Retirement and Employee Savings Plan (DC) 150 · 0 off
- Local Government Corporation Retirement Plan (TN) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.